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 |
| Conyers Park III Acquisition Corp.CPAA · Entity 135255 | Director · Co-CEO & Chairman of the Board | August 09, 2021 | August 10, 2021 |
| Freshpet, Inc.FRPT · Entity 1637 | Director | March 10, 2026 | March 12, 2026 |
| Simply Good Foods CoSMPL · Entity 4946 | Director | May 12, 2026 | May 13, 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.
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 | 18,134 |
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 18,134 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.
Conyers Park III Acquisition Corp.
Report date August 09, 2021 · Filed August 10, 2021
This filing explicitly reported no securities owned.
Freshpet, Inc.
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,953 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Grant · Acquired 1,589 · Balance 5,953 F1: The shares of restricted Common Stock were awarded to the Reporting Person under the Issuer's 2024 Equity Incentive Plan and vest on March 15, 2027, subject to the Reporting Person's continued service on the Board of Directors of the Issuer at such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of restricted Common Stock were awarded to the Reporting Person under the Issuer's 2024 Equity Incentive Plan and vest on March 15, 2027, subject to the Reporting Person's continued service on the Board of Directors of the Issuer at such date.
Simply Good Foods Co
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,659,800 |
Ending reported balance
After 2026-05-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-12 · Gift · Disposed 261,000 · Balance 1,746,800 F1: Represents an irrevocable gift to an independently managed family trust for estate planning purposes. Row 2 · 2026-05-12 · Gift · Disposed 87,000 · Balance 1,659,800 F2: Represents a charitable gift to a private foundation controlled by the reporting person and his spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an irrevocable gift to an independently managed family trust for estate planning purposes.
F2: Represents a charitable gift to a private foundation controlled by the reporting person and his spouse.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Conyers Park Acquisition Corp.
Report date July 07, 2017 · Filed July 12, 2017
Section 16 reporting ended · disclosed 2017-07-12. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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: 0001193125-26-248428 · ownership.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,134 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 12, 2026 Filed May 13, 2026 20:51 UTC | Simply Good Foods Co SMPL · Entity 4946 | GiftCommon Stock | 87,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001141569-26-000004 · wk-form4_1778705485.xml · nonDerivative · entry 2 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,659,800 F2 · shares: Represents a charitable gift to a private foundation controlled by the reporting person and his spouse. Read SEC document |
| May 12, 2026 Filed May 13, 2026 20:51 UTC | Simply Good Foods Co SMPL · Entity 4946 | GiftCommon Stock | 261,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001141569-26-000004 · wk-form4_1778705485.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,746,800 F1 · shares: Represents an irrevocable gift to an independently managed family trust for estate planning purposes. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 23:56 UTC | Freshpet, Inc. FRPT · Entity 1637 | GrantCommon Stock | 1,589 | $0.00 | $0.00 |
DisclosureSEC source: 0000929638-26-000996 · form4.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,953 F1 · shares: The shares of restricted Common Stock were awarded to the Reporting Person under the Issuer's 2024 Equity Incentive Plan and vest on March 15, 2027, subject to the Reporting Person's continued service on the Board of Directors of the Issuer at such date. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 15:17 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001141569-26-000002 · wk-form4_1769786241.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,007,800 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2025 Filed Sep 9, 2025 20:29 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001141569-25-000005 · wk-form4_1757449747.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,001,300 F1 · shares: Represents restricted stock units, or RSUs, that are a portion of each non-employee director's annual equity compensation as the issuer transitions the timing of non-employee director annual equity grants to align with the issuer's Annual Meeting. The RSUs vest in full on January 27, 2026. Each RSU represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:43 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 141,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079190 · ownership.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,427 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 11, 2025 Filed Mar 13, 2025 21:41 UTC | Freshpet, Inc. FRPT · Entity 1637 | GrantCommon Stock | 1,432 | $0.00 | $0.00 |
DisclosureSEC source: 0000929638-25-001123 · form4.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,364 F1 · shares: The shares of restricted Common Stock were awarded to the Reporting Person under the Issuer's 2024 Equity Incentive Plan and vest on the first anniversary of the grant date, subject to the Reporting Person's continued service on the Board of Directors of the Issuer at such date. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-24-000095 · wk-form4_1731100411.xml · nonDerivative · entry 2 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,999,578 F2 · shares: Represents a charitable gift to a private foundation controlled by the reporting person and his spouse. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GiftCommon Stock | 730,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-24-000095 · wk-form4_1731100411.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,019,578 F1 · shares: Represents an irrevocable gift to an independently managed family trust for estate planning purposes. Read SEC document |
| September 06, 2024 Filed Sep 9, 2024 20:15 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-24-000073 · wk-form4_1725912915.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,749,578 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of 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: 0000950170-24-067462 · ownership.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,298 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 15, 2024 Filed Mar 20, 2024 20:37 UTC | Freshpet, Inc. FRPT · Entity 1637 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-008704 · rdgdoc.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,932 F1 · shares: The shares of restricted Common Stock were awarded to the Reporting Person under the Issuer's 2014 Omnibus Incentive Plan and vest on the first anniversary of the grant date, subject to the Reporting Person's continued service on the Board of Directors of the Issuer at such date. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 20:45 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-23-000077 · wk-form4_1694119516.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,745,751 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| July 21, 2023 Filed Jul 24, 2023 21:34 UTC | Freshpet, Inc. FRPT · Entity 1637 | GrantCommon Stock | 1,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000929638-23-002063 · form4.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,837 F1 · kind: The shares of restricted Common Stock were awarded to the Reporting Person under the Issuer's 2014 Omnibus Incentive Plan and vest on the first anniversary of the grant date, subject to the Reporting Person's continued service on the Board of Directors of the Issuer at such date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 00:48 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 98,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-024322 · ownership.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,583 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 |
| September 06, 2022 Filed Sep 7, 2022 20:56 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-22-000058 · wf-form4_166258415378021.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,467 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| May 25, 2022 Filed May 27, 2022 20:52 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 40,603 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000668 · ownership.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,269 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 |
| October 28, 2021 Filed Nov 1, 2021 20:34 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 11,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-001123 · ownership.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 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 |
| September 06, 2021 Filed Sep 8, 2021 20:46 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 2,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-21-000093 · wf-form4_163113397190056.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,578 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2020 Filed Sep 8, 2020 23:01 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 4,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-20-000081 · wf-form4_159960604424862.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,766 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 20:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-19-000034 · wf-form4_156814636658552.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,544 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date F1 · ownership.direct: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 18:54 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 5,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-011702 · wf-form4_153634647988209.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,533 F1 · shares: Represents a grant of restricted stock units under the Issuer's 2017 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of the Issuer's common stock. The restricted stock units are scheduled to vest on the first anniversary of the date of grant. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 22:01 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-009207 · wf-form4_150490807039072.xml · nonDerivative · entry 1 WEST DAVID J · CIK 0001141569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · shares: Represents a grant of restricted stock units under the Issuer's 2017 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of the Issuer's common stock. The units are scheduled to vest on the first anniversary of the date of grant. F2 · balance_after: Includes 7,500 restricted stock units subject to vesting and forfeiture restrictions. 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.