Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NIQ Global Intelligence plcNIQ · Entity 3841 | Director | May 28, 2026 | June 01, 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.
NIQ Global Intelligence plc
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 22,182 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 22,182 · Balance 22,182 F1: Grant of 22,182 restricted share units (RSUs). Each RSU represents a contingent right to receive one ordinary share of the Issuer. The RSUs vest in full on the earlier of 1) the first anniversary of the vesting commencement date of May 28, 2026, or 2) the date of the next annual general meeting of stockholders of the Issuer. |
| Ordinary SharesSEC Table I · non-derivative | IndirectSee Footnote | 52,172 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 52,172 F2: Represents shares held by AI PAVE (Luxembourg) Management & Cy S.C.Sp. for the benefit of the reporting person and will be directly held by the reporting person following vesting under the applicable award agreement. |
| Ordinary SharesSEC Table I · non-derivative | IndirectSee Footnote | 87,697 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 87,697 F3: Represents shares held by AI Global Investments (Netherlands) PCC Limited-PAVE Cell that the reporting person has elected to receive upon redemption of partnership units that represent indirect interests in the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 22,182 restricted share units (RSUs). Each RSU represents a contingent right to receive one ordinary share of the Issuer. The RSUs vest in full on the earlier of 1) the first anniversary of the vesting commencement date of May 28, 2026, or 2) the date of the next annual general meeting of stockholders of the Issuer.
F2: Represents shares held by AI PAVE (Luxembourg) Management & Cy S.C.Sp. for the benefit of the reporting person and will be directly held by the reporting person following vesting under the applicable award agreement.
F3: Represents shares held by AI Global Investments (Netherlands) PCC Limited-PAVE Cell that the reporting person has elected to receive upon redemption of partnership units that represent indirect interests in the shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sovos Brands, Inc.
Report date March 12, 2024 · Filed March 14, 2024
Section 16 reporting ended · disclosed 2024-03-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-03-12 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-03-12 · Grant · Acquired 513,010 · Balance 2,550,614 F1: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance. Row 2 · 2024-03-12 · Disposition to issuer · Disposed 83,814 · Balance 2,466,800 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3: Shares of Issuer restricted common stock were forfeited pursuant to the terms of the applicable award agreements. Row 3 · 2024-03-12 · Disposition to issuer · Disposed 1,305,135 · Balance 1,161,665 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4: Shares of the Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Row 4 · 2024-03-12 · Disposition to issuer · Disposed 1,161,665 · Balance 0 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F5: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 327,874 |
Reported balance
After 2024-03-12 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-03-12 · Disposition to issuer · Disposed 6,954 · Balance 327,874 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3: Shares of Issuer restricted common stock were forfeited pursuant to the terms of the applicable award agreements. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 0 |
Reported balance
After 2024-03-12 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-03-12 · Disposition to issuer · Disposed 327,874 · Balance 0 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4: Shares of the Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance.
F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer.
F3: Shares of Issuer restricted common stock were forfeited pursuant to the terms of the applicable award agreements.
F4: Shares of the Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement.
F5: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement.
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 28, 2026 Filed Jun 1, 2026 20:11 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | GrantOrdinary Shares | 22,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001243126-26-000004 · wk-form4_1780344668.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,182 F1 · kind: Grant of 22,182 restricted share units (RSUs). Each RSU represents a contingent right to receive one ordinary share of the Issuer. The RSUs vest in full on the earlier of 1) the first anniversary of the vesting commencement date of May 28, 2026, or 2) the date of the next annual general meeting of stockholders of the Issuer. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 327,874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007945 · form4-03142024_070343.xml · nonDerivative · entry 6 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 0 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4 · price: Shares of the Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 6,954 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007945 · form4-03142024_070343.xml · nonDerivative · entry 5 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 327,874 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3 · price: Shares of Issuer restricted common stock were forfeited pursuant to the terms of the applicable award agreements. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 1,161,665 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007945 · form4-03142024_070343.xml · nonDerivative · entry 4 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F5 · price: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 1,305,135 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007945 · form4-03142024_070343.xml · nonDerivative · entry 3 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,161,665 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4 · price: Shares of the Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 83,814 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007945 · form4-03142024_070343.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,466,800 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company ("Campbell's") pursuant to the Agreement and Plan of Merger, dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3 · price: Shares of Issuer restricted common stock were forfeited pursuant to the terms of the applicable award agreements. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 513,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007945 · form4-03142024_070343.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,550,614 F1 · shares: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:12 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 13,255 | $22.26 | $295,088.11 |
DisclosureSEC source: 0001415889-24-003798 · form4-02142024_110207.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,957,028 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.22 to $22.275, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder 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. F2 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 369,777 restricted shares of common stock of the Issuer subject to performance-based vesting, and 568,079 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 23:52 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 9,478 | $22.09 | $209,364.28 |
DisclosureSEC source: 0001415889-24-001547 · form4-01182024_110100.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,970,283 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.06 to $22.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder 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. F2 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 369,777 restricted shares of common stock of the Issuer subject to performance-based vesting, and 599,734 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 1,250 | $22.53 | $28,157.25 |
DisclosureSEC source: 0001415889-23-013166 · form4-09122023_040901.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 334,828 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.50 to $22.54, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 5,000 | $22.53 | $112,626.50 |
DisclosureSEC source: 0001415889-23-013166 · form4-09122023_040901.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,979,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.50 to $22.54, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 21:00 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $22.54 | $253,525.50 |
DisclosureSEC source: 0001415889-23-012803 · form4-08302023_050801.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 336,078 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.53 to $22.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 21:00 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $22.53 | $1,014,061.50 |
DisclosureSEC source: 0001415889-23-012803 · form4-08302023_050801.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,984,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.52 to $22.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $22.55 | $253,658.25 |
DisclosureSEC source: 0001415889-23-012259 · form4-08152023_040801.xml · nonDerivative · entry 4 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 347,328 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.53 to $22.58, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $22.55 | $1,014,669.00 |
DisclosureSEC source: 0001415889-23-012259 · form4-08152023_040801.xml · nonDerivative · entry 3 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,029,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.53 to $22.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $22.56 | $253,834.88 |
DisclosureSEC source: 0001415889-23-012259 · form4-08152023_040801.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 358,578 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.54 to $22.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $22.56 | $1,015,416.00 |
DisclosureSEC source: 0001415889-23-012259 · form4-08152023_040801.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,074,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.54 to $22.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 01:13 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $18.50 | $208,158.75 |
DisclosureSEC source: 0001415889-23-011208 · form4-07182023_010733.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 369,828 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.33 to $18.72, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 01:13 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $18.50 | $832,554.00 |
DisclosureSEC source: 0001415889-23-011208 · form4-07182023_010733.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,119,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.33 to $18.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:00 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $19.62 | $220,698.00 |
DisclosureSEC source: 0001415889-23-010894 · form4-07062023_050704.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 381,078 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.25 to $19.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:00 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $19.62 | $883,048.50 |
DisclosureSEC source: 0001415889-23-010894 · form4-07062023_050704.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,164,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.25 to $19.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $18.57 | $208,867.50 |
DisclosureSEC source: 0001415889-23-010094 · form4-06212023_040601.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 392,328 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.30 to $18.76, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $18.56 | $835,056.00 |
DisclosureSEC source: 0001415889-23-010094 · form4-06212023_040601.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,209,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.25 to $18.76, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 21:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 11,250 | $18.27 | $205,526.25 |
DisclosureSEC source: 0001415889-23-009799 · form4-06142023_050601.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 403,578 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.14 to $18.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 21:15 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 45,000 | $18.27 | $822,109.50 |
DisclosureSEC source: 0001415889-23-009799 · form4-06142023_050601.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,254,761 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/10/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.14 to $18.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting, and 625,080 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| May 01, 2023 Filed May 2, 2023 23:28 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 20,000 | $17.12 | $342,322.00 |
DisclosureSEC source: 0001415889-23-007123 · form4-05022023_110510.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 414,828 F1 · shares: This transaction was effected pursuant to a written plan that was adopted prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.74 to $17.30, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| May 01, 2023 Filed May 2, 2023 23:28 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 80,000 | $17.06 | $1,365,192.00 |
DisclosureSEC source: 0001415889-23-007123 · form4-05022023_110510.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,299,761 F1 · shares: This transaction was effected pursuant to a written plan that was adopted prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.75 to $17.30, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer, and 625,080 restricted stock units subject to time-based vesting, subject to the terms of the applicable award agreement. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:45 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 22,500 | $16.88 | $379,696.50 |
DisclosureSEC source: 0001415889-23-006318 · form4-04052023_090429.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 434,828 F1 · shares: This transaction was effected pursuant to a written plan that was adopted by the Reporting Person prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.47 to $17.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:45 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 90,000 | $16.92 | $1,523,178.00 |
DisclosureSEC source: 0001415889-23-006318 · form4-04052023_090429.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,379,761 F1 · shares: This transaction was effected pursuant to a written plan that was adopted by the Reporting Person prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.38 to $17.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder 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. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer, and 625,080 restricted stock units subject to time-based vesting, subject to the terms of the applicable award agreement. Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 01:00 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 7,500 | $16.00 | $120,000.00 |
DisclosureSEC source: 0001415889-23-005458 · form4-03282023_120359.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 457,328 F1 · shares: This transaction was effected pursuant to a written plan that was adopted by the Reporting Person prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: Represents actual sale price. F4 · balance_after: Includes 67,403 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which will vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved) and 91,204 restricted shares of common stock of the Issuer, subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 01:00 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 30,000 | $16.00 | $480,000.00 |
DisclosureSEC source: 0001415889-23-005458 · form4-03282023_120359.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,469,761 F1 · shares: This transaction was effected pursuant to a written plan that was adopted by the Reporting Person prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: Represents actual sale price. F3 · balance_after: Includes 269,615 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer (a portion of which vest on December 30, 2023, September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 420,811 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer, and 625,080 restricted stock units subject to time-based vesting, subject to the terms of the applicable award agreement. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 21:20 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 7,500 | $15.00 | $112,500.00 |
DisclosureSEC source: 0001415889-23-005284 · form4-03212023_090339.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 464,828 F1 · shares: This transaction was effected pursuant to a written plan that was adopted by the Reporting Person prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: Represents actual sale price. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 21:20 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 30,000 | $15.00 | $450,000.00 |
DisclosureSEC source: 0001415889-23-005284 · form4-03212023_090339.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,499,761 F1 · shares: This transaction was effected pursuant to a written plan that was adopted by the Reporting Person prior to the SEC's adoption of amendments to Rule 10b5-1 of the Exchange Act in December 2022 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) as in effect at the time of adoption. The plan was structured to include several sale periods and was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: Represents actual sale price. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 01:11 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 14,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002558 · form4-02152023_010249.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,529,761 F1 · shares: Represents restricted stock units subject to time-based vesting and the terms of the award agreement. F2 · balance_after: Includes 218,580 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer (a portion of which vest on September 23, 2024 or September 23, 2025), 471,846 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer (a portion of which will vest on the last day of fiscal 2023, if such performance goals are not earlier achieved), and 625,080 restricted stock units subject to time-based vesting, subject to the terms of the applicable award agreement. Read SEC document |
| February 10, 2023 Filed Mar 14, 2024 19:13 UTC Amendment | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 80,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007943 · form4a-03142024_070306.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,610,337 F1 · shares: Represents restricted stock units subject to time-based vesting and the terms of the awards agreement. F2 · shares: The original Form 4, filed on February 14, 2023, is being amended by this Form 4 amendment solely to correct an administrative error, which mistakenly reported a grant of 14,388 restricted stock units granted to the Reporting Person rather than the correct amount of 94,964 restricted stock units. The additional 80,576 restricted stock units that were granted on February 10, 2023 but not included in the original Form 4 filing are being reported in this Form 4 Amendment. F3 · balance_after: Corrected to include the additional 80,576 restricted stock units reported in this Form 4 amendment. F4 · balance_after: Includes 218,580 restricted shares of common stock of the Issuer subject to time-based vesting (a portion of which vest on September 23, 2024 or September 23, 2025, if the original performance goals are not earlier achieved), 471,846 restricted shares of common stock of the Issuer subject to performance-based vesting, and 705,656 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject in each case to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| January 17, 2023 Filed Jan 20, 2023 01:03 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 9,975 | $13.55 | $135,165.24 |
DisclosureSEC source: 0001415889-23-001224 · form4-01202023_010121.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,515,373 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.55 to $13.5568, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder 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. F3 · balance_after: Includes 690,426 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer (a portion of which will vest on the last day of fiscal 2023, if such performance goals are not earlier achieved), 330,692 restricted stock units subject to time-based vesting, and 280,000 restricted stock units subject to performance-based vesting, in each case, subject to the terms of the applicable award agreement. Read SEC document |
| September 01, 2022 Filed Sep 7, 2022 00:08 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 2,500 | $15.00 | $37,505.00 |
DisclosureSEC source: 0001415889-22-009416 · form4-09062022_050935.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 472,328 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 6/08/2022. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.00 to $15.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder 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. F4 · balance_after: Includes 899 restricted shares of common stock of the Issuer subject to time-based vesting and 185,365 restricted shares of common stock of the Issuer subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| September 01, 2022 Filed Sep 7, 2022 00:08 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 10,000 | $15.00 | $150,021.00 |
DisclosureSEC source: 0001415889-22-009416 · form4-09062022_050935.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,525,348 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 6/08/2022. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.00 to $15.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder 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. F3 · balance_after: Includes 3,595 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer, 741,460 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer (a portion of which will vest on the last day of fiscal 2022 or the last day of fiscal 2023, if such performance goals are not earlier achieved), 356,039 restricted stock units subject to time-based vesting, and 394,059 restricted stock units subject to performance-based vesting, in each case, subject to the terms of the applicable award agreement. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 21:51 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 2,500 | $15.00 | $37,500.00 |
DisclosureSEC source: 0001415889-22-009128 · form4-08262022_020800.xml · nonDerivative · entry 2 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 474,828 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 6/08/2022. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: Represents actual sale price. F4 · balance_after: Includes 899 restricted shares of common stock of the Issuer subject to time-based vesting and 185,365 restricted shares of common stock of the Issuer subject to performance-based vesting, in each case, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 21:51 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 10,000 | $15.00 | $150,000.00 |
DisclosureSEC source: 0001415889-22-009128 · form4-08262022_020800.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535,348 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 6/08/2022. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. F2 · price: Represents actual sale price. F3 · balance_after: Includes 3,595 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer, 741,460 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer (a portion of which will vest on the last day of fiscal 2022 or the last day of fiscal 2023, if such performance goals are not earlier achieved), 356,039 restricted stock units subject to time-based vesting, and 394,059 restricted stock units subject to performance-based vesting, in each case, subject to the terms of the applicable award agreement. Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 23:01 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 76,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000626 · form4-01182022_060123.xml · nonDerivative · entry 1 LACHMAN TODD R · CIK 0001243126 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,545,348 F1 · shares: Represents restricted stock units subject to time-based vesting and the terms of the award agreement. F2 · balance_after: Includes 14,381 restricted shares of common stock of the Issuer subject to time-based vesting and the Reporting Person's continued service with the Issuer, 741,460 restricted shares of common stock of the Issuer subject to performance-based vesting and the Reporting Person's continued service with the Issuer (a portion of which will vest on the last day of fiscal 2022 or the last day of fiscal 2023, if such performance goals are not earlier achieved), 356,039 restricted stock units subject to time-based vesting, and 280,000 restricted stock units subject to performance-based vesting, in each case, subject to the terms of the applicable award agreement. 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.