Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIG LOTS INCBIG · Entity 75883 | Director | May 24, 2023 | May 26, 2023 |
| POTBELLY CORPPBPB · Entity 73914 | Director | May 20, 2021 | May 25, 2021 |
| Reynolds Consumer Products Inc.REYN · Entity 3930 | Director | April 29, 2026 | May 01, 2026 |
| UL Solutions Inc.ULS · Entity 1747 | Director | September 10, 2026 | September 14, 2026 |
| US Foods Holding Corp.USFD · Entity 3215 | Director | May 14, 2026 | May 18, 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.
BIG LOTS INC
Report date May 24, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,953 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Grant · Acquired 19,003 · Balance 47,953 |
POTBELLY CORP
Report date May 20, 2021 · Filed May 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,153 |
Reported balance
After 2021-05-20 transaction · row 1
1 source rowRow 1 · 2021-05-20 · Grant · Acquired 12,132 · Balance 152,153 F1: Represents an award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. These restricted stock units vest on May 20, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. These restricted stock units vest on May 20, 2022.
Reynolds Consumer Products Inc.
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,539 |
Reported balance
After 2026-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 7,539 · Balance 7,539 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Reynolds Consumer Products Inc. common stock. F2: The RSUs will vest on the earlier of the first anniversary of the grant date or immediately prior to the next year's annual meeting of stockholders and will be settled upon vesting. F3: The RSUs do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Reynolds Consumer Products Inc. common stock.
F2: The RSUs will vest on the earlier of the first anniversary of the grant date or immediately prior to the next year's annual meeting of stockholders and will be settled upon vesting.
F3: The RSUs do not have an expiration date.
UL Solutions Inc.
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,979 |
Reported balance
After 2026-09-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 10 · Balance 4,979 F1: Each deferred restricted stock unit ("DRSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: Represents accrual of dividend equivalent rights on DRSUs held by the Reporting Person. F3: The dividend equivalent rights accrued on DRSUs held by the Reporting Person and vest proportionately with the DRSUs to which they relate. The DRSUs vested on May 1, 2025, and will be settled in shares of the Issuer's Class A Common Stock either (i) on a date selected by the Reporting Person pursuant to the Issuer's Non-Employee Director Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan. F4: Includes DRSUs and all dividend equivalent rights that have accrued on such DRSUs to date. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,814 |
Reported balance
After 2026-09-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-10 · Grant · Acquired 5 · Balance 2,814 F1: Each deferred restricted stock unit ("DRSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: Represents accrual of dividend equivalent rights on DRSUs held by the Reporting Person. F5: The dividend equivalent rights accrued on DRSUs held by the Reporting Person and vest proportionately with the DRSUs to which they relate. The DRSUs vested on May 20, 2026, and will be settled in shares of the Issuer's Class A Common Stock either (i) on a date selected by the Reporting Person pursuant to the Issuer's Plan, or (ii) as otherwise provided by the Plan. F4: Includes DRSUs and all dividend equivalent rights that have accrued on such DRSUs to date. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,213 |
Reported balance
After 2026-09-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-10 · Grant · Acquired 4 · Balance 2,213 F1: Each deferred restricted stock unit ("DRSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: Represents accrual of dividend equivalent rights on DRSUs held by the Reporting Person. F6: The dividend equivalent rights accrued on DRSUs held by the Reporting Person and vest proportionately with the DRSUs to which they relate. The DRSUs vest on the earlier of May 20, 2027, or the date of the annual meeting following the May 20, 2026, grant date and will be settled in shares of the Issuer's Class A Common Stock either (i) on a date selected by the Reporting Person pursuant to the Issuer's Plan, or (ii) as otherwise provided by the Plan. F4: Includes DRSUs and all dividend equivalent rights that have accrued on such DRSUs to date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred restricted stock unit ("DRSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: Represents accrual of dividend equivalent rights on DRSUs held by the Reporting Person.
F3: The dividend equivalent rights accrued on DRSUs held by the Reporting Person and vest proportionately with the DRSUs to which they relate. The DRSUs vested on May 1, 2025, and will be settled in shares of the Issuer's Class A Common Stock either (i) on a date selected by the Reporting Person pursuant to the Issuer's Non-Employee Director Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan.
F4: Includes DRSUs and all dividend equivalent rights that have accrued on such DRSUs to date.
F5: The dividend equivalent rights accrued on DRSUs held by the Reporting Person and vest proportionately with the DRSUs to which they relate. The DRSUs vested on May 20, 2026, and will be settled in shares of the Issuer's Class A Common Stock either (i) on a date selected by the Reporting Person pursuant to the Issuer's Plan, or (ii) as otherwise provided by the Plan.
F6: The dividend equivalent rights accrued on DRSUs held by the Reporting Person and vest proportionately with the DRSUs to which they relate. The DRSUs vest on the earlier of May 20, 2027, or the date of the annual meeting following the May 20, 2026, grant date and will be settled in shares of the Issuer's Class A Common Stock either (i) on a date selected by the Reporting Person pursuant to the Issuer's Plan, or (ii) as otherwise provided by the Plan.
US Foods Holding Corp.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,482 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 2,204 · Balance 16,482 F1: Represents restricted stock units granted on May 14, 2026, which vests on the earlier of the one-year anniversary of the grant date and the 2027 annual meeting of stockholders. Each restricted stock unit represents a right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on May 14, 2026, which vests on the earlier of the one-year anniversary of the grant date and the 2027 annual meeting of stockholders. Each restricted stock unit represents a right to receive one share of the Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| May 07, 2021 Filed May 11, 2021 20:27 UTC | POTBELLY CORP PBPB · Entity 73914 | SaleCommon Stock | 4,200 | $7.40 | $31,080.00 |
DisclosureSEC source: 0000899243-21-019100 · doc4.xml · nonDerivative · entry 2 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,021 F2 · kind: The sale of common stock reported in this Form 4 was effected pursuant to the 10b5-1 Plan. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:27 UTC | POTBELLY CORP PBPB · Entity 73914 | Exercise / conversionCommon Stock | 4,200 | $7.22 | $30,324.00 |
DisclosureSEC source: 0000899243-21-019100 · doc4.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,221 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 · kind: The exercise of stock options reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan (the "10b5-1 Plan"). Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 20:23 UTC | Reynolds Consumer Products Inc. REYN · Entity 3930 | GrantRestricted Stock Units · Derivative | 4,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-024593 · doc4.xml · derivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,333 Underlying: Common Stock · 4,333 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Reynolds Consumer Products Inc. common stock. F2 · derivative.exercise_date: The RSUs vest on April 1, 2022. F2 · derivative.expiration_date: The RSUs vest on April 1, 2022. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:39 UTC | Reynolds Consumer Products Inc. REYN · Entity 3930 | Exercise / conversionRestricted Stock Units · Derivative | 4,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019234 · doc4.xml · derivative · entry 2 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,335 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Reynolds Consumer Products Inc.'s common stock. F2 · derivative.exercise_date: These RSUs vested in full on March 5, 2021. F2 · derivative.expiration_date: These RSUs vested in full on March 5, 2021. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:39 UTC | Reynolds Consumer Products Inc. REYN · Entity 3930 | Exercise / conversionCommon Stock | 4,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019234 · doc4.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,335 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 |
| August 28, 2020 Filed Aug 31, 2020 16:01 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 20,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001241912-20-000002 · primary_doc.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,021 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. F2 · kind: Restricted stock unit award pursuant to the Potbelly Corporation 2019 Long-Term Incentive Plan, as amended and restated. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 16:27 UTC | BIG LOTS INC BIG · Entity 75883 | GrantCommon Stock | 4,194 | $0.00 | $0.00 |
DisclosureSEC source: 0000768835-20-000101 · wf-form4_159225285347367.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,898 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 18:23 UTC | Reynolds Consumer Products Inc. REYN · Entity 3930 | GrantRestricted Stock Units · Derivative | 4,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016853 · doc4.xml · derivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,335 Underlying: Common Stock · 4,335 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Reynolds Consumer Products Inc. common stock. F2 · derivative.exercise_date: The RSUs vest on March 5, 2021. F2 · derivative.expiration_date: The RSUs vest on March 5, 2021. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 16:20 UTC | BIG LOTS INC BIG · Entity 75883 | PurchaseCommon Stock | 1,850 | $27.06 | $50,068.40 |
DisclosureSEC source: 0000768835-19-000086 · wf-form4_157653122252811.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,704 F1 · price: The value represents the weighted average sale price for the transactions reported on the corresponding line. The actual sales prices for the transactions reported on the corresponding line ranged from $27.05 to $27.07. The reporting person undertakes to provide (upon request by the SEC, the issuer or a security holder of the issuer) full information regarding the number of shares sold at each separate price. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 19:58 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 18,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-19-000028 · edgardoc.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,948 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 |
| June 03, 2019 Filed Jun 4, 2019 16:21 UTC | BIG LOTS INC BIG · Entity 75883 | GrantCommon Stock | 5,259 | $0.00 | $0.00 |
DisclosureSEC source: 0000768835-19-000040 · wf-form4_155967969807293.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,854 Read SEC document |
| August 21, 2018 Filed Aug 24, 2018 15:17 UTC | POTBELLY CORP PBPB · Entity 73914 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 19,300 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001195734-18-000045 · edgardoc.xml · derivative · entry 3 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,300 shares Expires 2018-10-19 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: The stock options vested and became exercisable prior to Potbelly Corporation's initial public offering. Read SEC document |
| August 21, 2018 Filed Aug 24, 2018 15:17 UTC | POTBELLY CORP PBPB · Entity 73914 | SaleCommon Stock | 19,300 | $14.00 | $270,200.00 |
DisclosureSEC source: 0001195734-18-000045 · edgardoc.xml · nonDerivative · entry 2 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,696 F1 · shares: These shares were sold in compliance with a trading plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 21, 2018 Filed Aug 24, 2018 15:17 UTC | POTBELLY CORP PBPB · Entity 73914 | Exercise / conversionCommon Stock | 19,300 | $8.00 | $154,400.00 |
DisclosureSEC source: 0001195734-18-000045 · edgardoc.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,996 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 |
| August 20, 2018 Filed Aug 21, 2018 19:53 UTC | POTBELLY CORP PBPB · Entity 73914 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 700 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001195734-18-000043 · edgardoc.xml · derivative · entry 3 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,300 Underlying: Common Stock · 700 shares Expires 2018-10-19 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: The stock options vested and became exercisable prior to Potbelly Corporation's initial public offering. Read SEC document |
| August 20, 2018 Filed Aug 21, 2018 19:53 UTC | POTBELLY CORP PBPB · Entity 73914 | SaleCommon Stock | 700 | $14.00 | $9,800.00 |
DisclosureSEC source: 0001195734-18-000043 · edgardoc.xml · nonDerivative · entry 2 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,696 F1 · shares: These shares were sold in compliance with a trading plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2018 Filed Aug 21, 2018 19:53 UTC | POTBELLY CORP PBPB · Entity 73914 | Exercise / conversionCommon Stock | 700 | $8.00 | $5,600.00 |
DisclosureSEC source: 0001195734-18-000043 · edgardoc.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,396 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, 2018 Filed Jun 5, 2018 16:26 UTC | BIG LOTS INC BIG · Entity 75883 | GrantCommon Stock | 3,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000768835-18-000058 · wf-form4_152823031802049.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,595 Read SEC document |
| May 24, 2018 Filed May 29, 2018 23:21 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 10,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-18-000031 · edgardoc.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,696 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 31, 2017 Filed Jun 1, 2017 16:13 UTC | BIG LOTS INC BIG · Entity 75883 | GrantCommon Stock | 2,764 | $0.00 | $0.00 |
DisclosureSEC source: 0000768835-17-000056 · wf-form4_149634797070233.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,254 Read SEC document |
| May 11, 2017 Filed May 15, 2017 22:26 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-17-000020 · edgardoc.xml · nonDerivative · entry 2 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,430 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 22:26 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 12,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-17-000020 · edgardoc.xml · nonDerivative · entry 1 GOTTSCHALK MARLA C · CIK 0001241912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,204 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.