Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wingstop Inc.WING · Entity 4231 | Director | May 21, 2026 | June 09, 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.
Wingstop Inc.
Report date May 21, 2026 · Filed June 09, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 5,445 |
Reported balance
After 2026-05-21 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,131 · Balance 5,445 F1: On May 21, 2026, the Reporting Person was granted 1,131 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. This amendment is being filed to correct the number of shares of restricted stock reported as granted to and beneficially owned by the Reporting Person on May 21, 2026. F2: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 21, 2026, the Reporting Person was granted 1,131 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. This amendment is being filed to correct the number of shares of restricted stock reported as granted to and beneficially owned by the Reporting Person on May 21, 2026.
F2: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SONIC CORP
Report date November 05, 2018 · Filed December 10, 2018
Section 16 reporting ended · disclosed 2018-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy trust | 14,648 |
Reported balance
After 2018-11-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-11-05 · Gift · Disposed 2,083 · Balance 14,648 |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 0 |
Reported balance
After 2018-12-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-12-07 · Disposition to issuer · Disposed 14,648 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). |
| Restricted Stock UInitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-12-07 · Disposition to issuer · Disposed 2,032 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). |
| Nonqualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.29 · Expires 2022-01-29 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-12-07 · Disposition to issuer · Disposed 4,780 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). |
| Nonqualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.37 · Expires 2023-01-28 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-12-07 · Disposition to issuer · Disposed 5,136 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). |
| Nonqualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.40 · Expires 2024-01-19 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-12-07 · Disposition to issuer · Disposed 6,675 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). |
| Nonqualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.84 · Expires 2025-01-31 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-12-07 · Disposition to issuer · Disposed 8,237 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50).
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 21, 2026 Filed May 26, 2026 20:21 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 981 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038102 · wk-form4_1779826858.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,295 F1 · shares: On May 21, 2026, the Reporting Person was granted 981 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 21, 2026 Filed Jun 9, 2026 22:05 UTC Amendment | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 1,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041999 · wk-form4a_1781042743.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,445 F1 · shares: On May 21, 2026, the Reporting Person was granted 1,131 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. This amendment is being filed to correct the number of shares of restricted stock reported as granted to and beneficially owned by the Reporting Person on May 21, 2026. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 22, 2025 Filed May 23, 2025 21:14 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-25-000086 · wk-form4_1748034887.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,314 F1 · shares: On May 22, 2025, the Reporting Person was granted 405 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 23, 2024 Filed May 24, 2024 21:59 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-24-000105 · wk-form4_1716587949.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,909 F1 · shares: On May 23, 2024, the Reporting Person was granted 342 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 09, 2024 Filed May 10, 2024 22:03 UTC | Wingstop Inc. WING · Entity 4231 | SaleCommon Stock, par value $0.01 per share | 750 | $394.57 | $295,927.50 |
DisclosureSEC source: 0001636222-24-000079 · wk-form4_1715378625.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,567 F1 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 17, 2023 Filed May 17, 2023 23:51 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-23-000080 · wf-form4_168436746033411.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,317 F1 · shares: On May 17, 2023, the Reporting Person was granted 566 shares of restricted stock pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 26, 2022 Filed May 27, 2022 23:47 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 1,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-22-000096 · wf-form4_165369520324015.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,751 F1 · shares: On May 26, 2022, the reporting person was granted 1,520 shares of restricted stock pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the reporting person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:39 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-21-000097 · wf-form4_162223434270910.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,231 F1 · shares: On May 27, 2021, the reporting person was granted 698 shares of restricted stock pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the reporting person's termination of service on the Issuer's Board of Directors. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:34 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-20-000110 · wf-form4_159104724569206.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,533 F1 · shares: On May 28, 2020, the reporting person was granted 840 shares of restricted stock pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the reporting person's termination of service on the Issuer's Board of Directors. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 21:10 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-19-000104 · wf-form4_156046023707781.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693 F1 · shares: On June 11, 2019, the reporting person was granted 563 shares of restricted stock pursuant to the Issuer's 2015 Omnibus Incentive Compensation Plan. The restricted stock will vest in three annual installments, with one-third of the shares vesting on June 11, 2020, one-third of the shares vesting on June 11, 2021, and one-third of the shares vesting on June 11, 2022. F2 · balance_after: Includes unvested shares of restricted stock that would be forfeited upon the reporting person's termination of service on the Issuer's Board of Directors. Read SEC document |
| March 07, 2019 Filed Mar 9, 2019 01:31 UTC | Wingstop Inc. WING · Entity 4231 | GrantCommon Stock, par value $0.01 per share | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001636222-19-000057 · wf-form4_155209510376082.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130 F1 · shares: On March 7, 2019, the reporting person was granted 130 shares of restricted stock pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The restricted stock will vest on May 3, 2020. F2 · balance_after: The reporting person's unvested shares of restricted stock will be forfeited upon termination of service on the Board of Directors of Wingstop Inc. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerNonqualified stock options (right to buy) · Derivative | 8,237 | $43.50 Strike: $25.84 | $358,309.50 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · derivative · entry 7 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,237 shares Expires 2025-01-31 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerNonqualified stock options (right to buy) · Derivative | 6,675 | $43.50 Strike: $25.40 | $290,362.50 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · derivative · entry 6 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,675 shares Expires 2024-01-19 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerNonqualified stock options (right to buy) · Derivative | 5,136 | $43.50 Strike: $29.37 | $223,416.00 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · derivative · entry 5 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,136 shares Expires 2023-01-28 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerNonqualified stock options (right to buy) · Derivative | 4,780 | $43.50 Strike: $31.29 | $207,930.00 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · derivative · entry 4 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,780 shares Expires 2022-01-29 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerRestricted Stock UInits · Derivative | 2,032 | $43.50 Strike: $0.00 | $88,392.00 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · derivative · entry 3 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,032 shares Expires not disclosed F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). F1 · derivative.expiration_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerCommon Stock | 14,648 | $43.50 | $637,188.00 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · nonDerivative · entry 2 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 0 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger as contemplated in the merger agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $43.50 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $43.50 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $43.50). Read SEC document |
| November 05, 2018 Filed Dec 10, 2018 15:09 UTC | SONIC CORP SONC · Entity 161949 | GiftCommon Stock | 2,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-007609 · doc1.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 14,648 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 14:37 UTC | SONIC CORP SONC · Entity 161949 | GrantNonqualified stock options (right to buy) · Derivative | 8,237 | $0.00 Strike: $25.84 | $0.00 |
DisclosureSEC source: 0001140361-18-004690 · doc1.xml · derivative · entry 3 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,237 Underlying: Common Stock · 8,237 shares Expires 2018-01-31 F2 · derivative.exercise_date: Non-qualified Stock Options shall vest on the earlier of (i) the first anniversary of the Grant Date or (ii) the date of the Sonic Corp. annual shareholders' meeting in the following year. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 14:37 UTC | SONIC CORP SONC · Entity 161949 | GrantRestricted Stock UInits · Derivative | 2,032 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004690 · doc1.xml · derivative · entry 2 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Underlying: Common Stock · 2,032 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units shall vest on the earlier of (i) the first anniversary of the Grant Date or (ii) the date of the Sonic Corp. annual shareholders' meeting in the following year, and will be issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. F1 · derivative.expiration_date: Restricted Stock Units shall vest on the earlier of (i) the first anniversary of the Grant Date or (ii) the date of the Sonic Corp. annual shareholders' meeting in the following year, and will be issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. Read SEC document |
| January 19, 2018 Filed Jan 19, 2018 12:12 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionRestricted Stock Units · Derivative | 1,772 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-002531 · doc1.xml · derivative · entry 2 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,772 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: Shares vested on January 19, 2018 in accordance with the terms of Restricted Stock Units granted January 19, 2017, and were issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. F1 · derivative.expiration_date: Shares vested on January 19, 2018 in accordance with the terms of Restricted Stock Units granted January 19, 2017, and were issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. Read SEC document |
| January 19, 2018 Filed Jan 19, 2018 12:12 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionCommon Stock | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-002531 · doc1.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 16,731 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 |
| January 28, 2017 Filed Jan 31, 2017 09:06 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionRestricted Stock UInits · Derivative | 1,447 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003586 · doc1.xml · derivative · entry 2 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,447 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: Shares vested on January 28, 2017 in accordance with the terms of Restricted Stock Units granted January 28, 2016, and were issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. F1 · derivative.expiration_date: Shares vested on January 28, 2017 in accordance with the terms of Restricted Stock Units granted January 28, 2016, and were issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 09:06 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionCommon Stock | 1,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003586 · doc1.xml · nonDerivative · entry 1 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 14,959 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 |
| January 19, 2017 Filed Jan 23, 2017 15:45 UTC | SONIC CORP SONC · Entity 161949 | GrantRestricted Stock UInits · Derivative | 1,772 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002534 · doc1.xml · derivative · entry 3 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772 Underlying: Common Stock · 1,772 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units and Non-qualified Stock Options shall vest on the earlier of (i) the first anniversary of the Grant Date or (ii) the date of the Sonic Corp. annual shareholders' meeting in the following year. F1 · derivative.expiration_date: Restricted Stock Units and Non-qualified Stock Options shall vest on the earlier of (i) the first anniversary of the Grant Date or (ii) the date of the Sonic Corp. annual shareholders' meeting in the following year. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 15:45 UTC | SONIC CORP SONC · Entity 161949 | GrantNon-qualified Stock Option (right to buy) · Derivative | 6,675 | $0.00 Strike: $25.40 | $0.00 |
DisclosureSEC source: 0001140361-17-002534 · doc1.xml · derivative · entry 2 Lavelle Kate S · CIK 0001539858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,675 Underlying: Common Stock · 6,675 shares Expires 2024-01-19 F1 · derivative.exercise_date: Restricted Stock Units and Non-qualified Stock Options shall vest on the earlier of (i) the first anniversary of the Grant Date or (ii) the date of the Sonic Corp. annual shareholders' meeting in the following year. 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.