Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | Director | May 27, 2026 | May 29, 2026 |
| DEAN FOODS CODF · Entity 153856 | EVP & CFO | March 06, 2019 | March 08, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Advantage Solutions Inc.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 16,043 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 4,477 · Balance 16,043 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. F2: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date.
F2: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026.
DEAN FOODS CO
Report date March 06, 2019 · Filed March 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 127,796 |
Reported balance
After 2019-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-06 · Grant · Acquired 127,796 · Balance 127,796 F1: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2: RSUs convert into common stock on a one-for-one basis. F3: This RSU award vests annually, on a pro rata basis, over a 3-year period. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement.
F2: RSUs convert into common stock on a one-for-one basis.
F3: This RSU award vests annually, on a pro rata basis, over a 3-year period.
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 27, 2026 Filed May 29, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 4,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-248444 · ownership.xml · nonDerivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,043 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. F2 · balance_after: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:40 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 141,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079182 · ownership.xml · nonDerivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,158 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| May 29, 2024 Filed May 31, 2024 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 49,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067457 · ownership.xml · nonDerivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,029 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:32 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 98,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-024538 · ownership.xml · nonDerivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,314 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 18:19 UTC | DEAN FOODS CO DF · Entity 153856 | GrantRestricted Stock Units · Derivative | 127,796 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018257 · doc4.xml · derivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,796 Underlying: Common Stock · 127,796 shares Expires not disclosed F1 · security: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2 · security: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. F3 · derivative.expiration_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:44 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionRestricted Stock Units · Derivative | 11,389 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017013 · doc4.xml · derivative · entry 3 MACEDONIO JODY L · CIK 0001733027 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,780 Underlying: Common Stock · 11,389 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: These RSUs were awarded on 3/1/2018. The award vests annually, on a pro rata basis, over a 3-year period. F3 · security: RSUs convert into common stock on a one-for-one basis. F1 · shares: The Reporting Person received a total of 11,389 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). A total of 3,377 shares were surrendered to satisfy tax obligations of the Reporting Person, resulting in the issuance of a total of 8,012 net shares of Common Stock. F2 · derivative.exercise_date: These RSUs were awarded on 3/1/2018. The award vests annually, on a pro rata basis, over a 3-year period. F2 · derivative.expiration_date: These RSUs were awarded on 3/1/2018. The award vests annually, on a pro rata basis, over a 3-year period. F1 · derivative.underlying_shares: The Reporting Person received a total of 11,389 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). A total of 3,377 shares were surrendered to satisfy tax obligations of the Reporting Person, resulting in the issuance of a total of 8,012 net shares of Common Stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:44 UTC | DEAN FOODS CO DF · Entity 153856 | Tax withholdingCommon Stock | 3,377 | $3.93 | $13,271.61 |
DisclosureSEC source: 0001209191-19-017013 · doc4.xml · nonDerivative · entry 2 MACEDONIO JODY L · CIK 0001733027 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,012 F1 · shares: The Reporting Person received a total of 11,389 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). A total of 3,377 shares were surrendered to satisfy tax obligations of the Reporting Person, resulting in the issuance of a total of 8,012 net shares of Common Stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:44 UTC | DEAN FOODS CO DF · Entity 153856 | Exercise / conversionCommon Stock | 11,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017013 · doc4.xml · nonDerivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,389 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Reporting Person received a total of 11,389 shares of Common Stock of the Issuer pursuant to the vesting of restricted stock units (RSUs). A total of 3,377 shares were surrendered to satisfy tax obligations of the Reporting Person, resulting in the issuance of a total of 8,012 net shares of Common Stock. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:39 UTC | DEAN FOODS CO DF · Entity 153856 | GrantRestricted Stock Units · Derivative | 34,169 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016865 · doc4.xml · derivative · entry 1 MACEDONIO JODY L · CIK 0001733027 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,169 Underlying: Common Stock · 34,169 shares Expires not disclosed F1 · security: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2 · security: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. F3 · derivative.expiration_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. 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.