Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | Director | June 01, 2026 | June 03, 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.
Grocery Outlet Holding Corp.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,659 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 18,868 · Balance 109,659 F1: Represents 18,868 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. |
| Common StockSEC Table I · non-derivative | IndirectBy Holding Company | 120,000 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 120,000 F2: Reflects shares of Common Stock held by a holding company controlled by Mr. York. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 18,868 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy.
F2: Reflects shares of Common Stock held by a holding company controlled by Mr. York.
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 01, 2026 Filed Jun 3, 2026 00:18 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 18,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001780265-26-000002 · wk-form4_1780445936.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,659 F1 · shares: Represents 18,868 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 22:41 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 118,000 | $5.82 | $686,760.00 |
DisclosureSEC source: 0001780265-26-000001 · wk-form4_1773268879.xml · nonDerivative · entry 2 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Holding Company (see footnote) Disclosed balance after: 120,000 F1 · ownership.nature: Reflects shares of Common Stock held by a holding company controlled by Mr. York. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 22:41 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 2,000 | $5.72 | $11,440.00 |
DisclosureSEC source: 0001780265-26-000001 · wk-form4_1773268879.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Holding Company (see footnote) Disclosed balance after: 2,000 F1 · ownership.nature: Reflects shares of Common Stock held by a holding company controlled by Mr. York. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 22:18 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 10,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-25-000116 · wk-form4_1749075484.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,791 F1 · shares: Represents 10,692 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 2, 2026, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:10 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 6,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-24-000108 · wk-form4_1717621839.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,099 F1 · shares: Represents 6,803 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 3, 2025, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 23:53 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 5,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-23-000075 · wk-form4_1687477997.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,296 F1 · shares: Represents 5,837 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 20, 2024, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy, including (i) a full annual equity award and (ii) a one-time pro rata annual equity award due to a change in 2023 from the historical grant date in early March to the annual meeting date. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 20:49 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 50,000 | $37.73 | $1,886,700.00 |
DisclosureSEC source: 0001771515-22-000131 · wf-form4_166275655357010.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,459 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.655 to $37.800, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission (the "Commission"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| August 18, 2022 Filed Aug 20, 2022 00:00 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 25,000 | $42.22 | $1,055,550.00 |
DisclosureSEC source: 0001771515-22-000119 · wf-form4_166095360684711.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,459 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.095 to $42.34, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission (the "Commission"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| May 12, 2022 Filed May 13, 2022 23:11 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000059 · wf-form4_165248342414351.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,459 F1 · shares: Represents 705 restricted stock units ("RSUs") granted to the reporting person that will vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date. Such RSUs were granted in connection with an April 2022 amendment to the issuer's non-employee director compensation policy. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 23:54 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 3,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000024 · wf-form4_164669724261816.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,754 F1 · shares: Represents 3,448 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| March 04, 2021 Filed Mar 9, 2021 01:44 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010475 · doc4.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,306 F1 · shares: Represents 2,821 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on March 1, 2022, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| May 13, 2020 Filed May 16, 2020 01:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 2,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-013339 · doc4.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,485 F1 · shares: Represents 2,712 restricted stock units granted to the reporting person which are scheduled to vest on March 1, 2021, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 23:39 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 37,500 | $32.73 | $1,227,187.50 |
DisclosureSEC source: 0000899243-20-011594 · doc4.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,773 F1 · price: This amount represents the $34.00 secondary public offering price per share of the Common Stock of the Issuer less the underwriting discount of $1.275 per share. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:35 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 25,000 | $31.85 | $796,125.00 |
DisclosureSEC source: 0000899243-20-003277 · doc4.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,273 F1 · price: This amount represents the $33.00 secondary public offering price per share of the Common Stock of the Issuer less the underwriting discount of $1.155 per share. Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 22:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 107,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-018002 · doc4.xml · nonDerivative · entry 4 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,273 F3 · price: Upon the completion of the initial public offering of Grocery Outlet Holding Corp. (the "Issuer") on June 24, 2019, all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 22:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Disposition to issuerNon-voting common stock | 107,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-018002 · doc4.xml · nonDerivative · entry 3 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · security: Upon the completion of the initial public offering of Grocery Outlet Holding Corp. (the "Issuer") on June 24, 2019, all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. F3 · price: Upon the completion of the initial public offering of Grocery Outlet Holding Corp. (the "Issuer") on June 24, 2019, all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| June 24, 2019 Filed Jun 28, 2019 10:05 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 25,000 | $22.00 | $550,000.00 |
DisclosureSEC source: 0000899243-19-018496 · doc4.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,273 F1 · price: Represents shares acquired by Mr. York in a directed share program in connection with Grocery Outlet Holding Corp.'s initial public offering. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 22:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 5,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-018002 · doc4.xml · nonDerivative · entry 2 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,777 F2 · shares: Represents a grant of new restricted stock units which will vest on June 19, 2020. Read SEC document |
| March 30, 2019 Filed Jun 24, 2019 22:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 7,984 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-018002 · doc4.xml · nonDerivative · entry 1 York Jeffrey · CIK 0001780265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,165 F1 · shares: Represents restricted stock units previously granted to the reporting person on March 30, 2019, reported on a post-split basis to reflect the stock split which occurred on June 6, 2019. These restricted stock units are scheduled to vest in three equal annual installments, on December 31, 2019, 2020 and 2021. These restricted stock units were already reflected on the reporting person's previously filed Form 3. F1 · balance_after: Represents restricted stock units previously granted to the reporting person on March 30, 2019, reported on a post-split basis to reflect the stock split which occurred on June 6, 2019. These restricted stock units are scheduled to vest in three equal annual installments, on December 31, 2019, 2020 and 2021. These restricted stock units were already reflected on the reporting person's previously filed Form 3. 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.