Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | Director · President and CEO | September 18, 2026 | September 22, 2026 |
| PEPSICO INCPEP · Entity 2848 | CEO, PBNA | March 01, 2023 | March 03, 2023 |
| V F CORPVFC · Entity 3887 | Director | May 22, 2026 | May 28, 2026 |
| Wendy's CoWEN · Entity 4659 | Director · President & CEO | June 16, 2025 | June 18, 2025 |
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.
HERSHEY CO
Report date September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,245.179 |
Reported balance
After 2026-09-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-18 · Tax withholding · Disposed 6,649 · Balance 60,245.179 F1: The total amount of securities reported as directly owned in Column 5 includes 46.179 shares, consisting of 13.332 shares acquired on March 16, 2026, 16.002 shares acquired on June 15, 2026, and 16.845 shares acquired on September 15, 2026, pursuant to a broker-administered dividend reinvestment program, which reinvests dividends on terms similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 46.179 shares, consisting of 13.332 shares acquired on March 16, 2026, 16.002 shares acquired on June 15, 2026, and 16.845 shares acquired on September 15, 2026, pursuant to a broker-administered dividend reinvestment program, which reinvests dividends on terms similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
PEPSICO INC
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 106,961 |
Ending reported balance
After 2023-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-03-01 · Grant · Acquired 15,439 · Balance 105,730 F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2026 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Row 2 · 2023-03-01 · Grant · Acquired 22,629 · Balance 128,359 F2: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2020, as a result of exceeding pre-established performance targets. Row 3 · 2023-03-01 · Tax withholding · Disposed 21,398 · Balance 106,961 F3: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. |
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 580.1812 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 580.1812 F4: Reflects the number of shares held under the reporting person's account in the PepsiCo Savings Plan as of March 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2026 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved.
F2: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2020, as a result of exceeding pre-established performance targets.
F3: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs.
F4: Reflects the number of shares held under the reporting person's account in the PepsiCo Savings Plan as of March 1, 2023.
V F CORP
Report date May 22, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,823.455 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 11,977 · Balance 31,823.455 |
Wendy's Co
Report date June 16, 2025 · Filed June 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 298,886 |
Reported balance
After 2025-06-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-16 · Grant · Acquired 2,990 · Balance 298,886 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on June 16, 2025. F4: The restricted stock units will vest in two remaining equal installments on February 22, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 299,590 |
Reported balance
After 2025-06-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-16 · Grant · Acquired 704 · Balance 299,590 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on June 16, 2025. F5: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: With tandem dividend equivalent rights and tax withholding rights.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F3: Represents dividend equivalent units issued on June 16, 2025.
F4: The restricted stock units will vest in two remaining equal installments on February 22, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date.
F5: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| September 18, 2026 Filed Sep 22, 2026 21:44 UTC | HERSHEY CO HSY · Entity 795 | Tax withholdingCommon Stock | 6,649 | $169.79 | $1,128,933.71 |
DisclosureSEC source: 0000047111-26-000246 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,245.179 F1 · balance_after: The total amount of securities reported as directly owned in Column 5 includes 46.179 shares, consisting of 13.332 shares acquired on March 16, 2026, 16.002 shares acquired on June 15, 2026, and 16.845 shares acquired on September 15, 2026, pursuant to a broker-administered dividend reinvestment program, which reinvests dividends on terms similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| May 22, 2026 Filed May 28, 2026 00:22 UTC | V F CORP VFC · Entity 3887 | GrantCommon Stock | 11,977 | $16.70 | $200,015.90 |
DisclosureSEC source: 0000103379-26-000053 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,823.455 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:15 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 18,988 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000086 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,848 Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 21:52 UTC | HERSHEY CO HSY · Entity 795 | PurchaseCommon Stock | 2,000 | $185.46 | $370,914.60 |
DisclosureSEC source: 0000047111-25-000184 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,860 F1 · price: This reflects the weighted average price for the shares, which were purchased in multiple transactions at prices that ranged from $185.350 to $185.615. Upon the request of the SEC staff, the issuer or a security holder of the issuer, the reporting person undertakes to provide information regarding the number of shares purchased at each separate price. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:32 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 45,860 | $178.40 | $8,181,424.00 |
DisclosureSEC source: 0001127602-25-020779 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,860 Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 21:19 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017775 · form4.xml · derivative · entry 2 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,590 Underlying: Common Stock · 704 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 16, 2025. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 21:19 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 2,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017775 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,886 Underlying: Common Stock · 2,990 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 16, 2025. F4 · derivative.exercise_date: The restricted stock units will vest in two remaining equal installments on February 22, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two remaining equal installments on February 22, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 04, 2025 Filed Jun 7, 2025 00:15 UTC | V F CORP VFC · Entity 3887 | GrantCommon Stock | 13,285 | $12.55 | $166,726.75 |
DisclosureSEC source: 0001127602-25-017039 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,479.496 Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 21:13 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009996 · form4.xml · derivative · entry 2 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,896 Underlying: Common Stock · 905 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 17, 2025. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 21:13 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 3,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009996 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,991 Underlying: Common Stock · 3,848 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 17, 2025. F4 · derivative.exercise_date: The restricted stock units will vest in two remaining equal installments on February 22, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two remaining equal installments on February 22, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 23:29 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 117,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006713 · form4.xml · derivative · entry 3 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,143 Underlying: Common Stock · 117,842 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: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Includes 6,546 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on February 22, 2024 and vest in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units were granted on February 22, 2024 and vest in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 23:29 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 44,567 | $15.21 | $677,864.07 |
DisclosureSEC source: 0001127602-25-006713 · form4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,275 Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 23:29 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 117,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006713 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,842 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:43 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 809 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029742 · form4.xml · derivative · entry 2 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,985 Underlying: Common Stock · 809 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 16, 2024. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:43 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 5,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029742 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,176 Underlying: Common Stock · 5,157 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 16, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:54 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024250 · form4.xml · derivative · entry 2 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 403,019 Underlying: Common Stock · 758 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 17, 2024. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:54 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 4,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024250 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402,261 Underlying: Common Stock · 4,833 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 17, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 09, 2024 Filed Aug 14, 2024 01:43 UTC | V F CORP VFC · Entity 3887 | GrantFY 2025 (Aug Bd) Non-qualified Stock Option (Right to Buy) · Derivative | 15,299 | $0.00 Strike: $17.40 | $0.00 |
DisclosureSEC source: 0001127602-24-022131 · form4.xml · derivative · entry 2 Tanner Kirk · CIK 0001671693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,299 Underlying: Common Stock · 15,299 shares Expires 2034-08-08 F1 · derivative.exercise_date: This option will vest 100% on August 9, 2025 Read SEC document |
| August 09, 2024 Filed Aug 14, 2024 01:43 UTC | V F CORP VFC · Entity 3887 | GrantCommon Stock | 6,108 | $17.40 | $106,279.20 |
DisclosureSEC source: 0001127602-24-022131 · form4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,108 Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:32 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 53,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021826 · form4.xml · derivative · entry 2 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,428 Underlying: Common Stock · 53,892 shares Expires not disclosed F3 · security: With tandem dividend equivalent rights and tax withholding rights. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:32 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 438,098 | $0.00 Strike: $16.70 | $0.00 |
DisclosureSEC source: 0001127602-24-021826 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,098 Underlying: Common Stock · 438,098 shares Expires 2034-08-05 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:14 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 5,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019020 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343,536 Underlying: Common Stock · 5,094 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 17, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 15, 2024 Filed Mar 25, 2024 21:19 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 4,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011092 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,442 Underlying: Common Stock · 4,553 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 15, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:54 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 333,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006909 · form4.xml · derivative · entry 1 Tanner Kirk · CIK 0001671693 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,889 Underlying: Common Stock · 333,889 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · derivative.exercise_date: The restricted stock units will vest in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. F3 · derivative.expiration_date: The restricted stock units will vest in three equal installments on February 22, 2025, 2026 and 2027, subject to Mr. Tanner's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:18 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 21,398 | $170.79 | $3,654,564.42 |
DisclosureSEC source: 0001209191-23-015765 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,961 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:18 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 22,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015765 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,359 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2020, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:18 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 15,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015765 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,730 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2026 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:30 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 5,732 | $174.63 | $1,000,975.72 |
DisclosureSEC source: 0001209191-22-030520 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,291 F2 · price: The shares with respect to this transaction were sold at prices ranging from $174.4000 to $175.2500. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:30 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 7,947 | $173.81 | $1,381,284.76 |
DisclosureSEC source: 0001209191-22-030520 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,023 F1 · price: The shares with respect to this transaction were sold at prices ranging from $173.3900 to $174.2250. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 01:03 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 7,752 | $162.85 | $1,262,413.20 |
DisclosureSEC source: 0001209191-22-015975 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,970 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 01:03 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015975 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,722 F2 · shares: This number represents the PSUs granted in March 2019 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 01:03 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 14,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015975 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,962 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2025 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:23 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 3,030 | $131.16 | $397,399.65 |
DisclosureSEC source: 0001209191-21-017063 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,790 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:23 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 7,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017063 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,820 F2 · shares: This number represents the PSUs granted in March 2018 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:23 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 15,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017063 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,731 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2024 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:19 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 12,500 | $136.81 | $1,710,186.25 |
DisclosureSEC source: 0001209191-20-057130 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,645 F1 · shares: The shares with respect to this transaction were sold at prices ranging from $136.6500 to $136.9000. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:20 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 5,676 | $131.05 | $743,839.80 |
DisclosureSEC source: 0001209191-20-015420 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,145 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:20 UTC | PEPSICO INC PEP · Entity 2848 | Disposition to issuerPepsiCo, Inc. Common Stock | 4,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015420 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,821 F2 · shares: This number represents the PSUs granted in March 2017 that were canceled at the end of the performance period because the applicable performance targets were not met. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:20 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 22,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015420 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,406 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2023 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 20:06 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,158 | $0.00 Strike: $66.50 | $0.00 |
DisclosureSEC source: 0001209191-19-044784 · doc4.xml · derivative · entry 4 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PepsiCo, Inc. Common Stock · 3,158 shares Expires 2020-04-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 20:06 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 9,573 | $128.15 | $1,226,806.75 |
DisclosureSEC source: 0001209191-19-044784 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,777 F1 · price: The shares with respect to this transaction were sold at prices ranging from $128.1400 and $128.1702, a portion of which were sold to cover option costs, taxes and broker commissions. Upon request, the reporting person will provide to the Securities and Exchange Commission staff, the Company, or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 20:06 UTC | PEPSICO INC PEP · Entity 2848 | Exercise / conversionPepsiCo, Inc. Common Stock | 3,158 | $66.50 | $210,007.00 |
DisclosureSEC source: 0001209191-19-044784 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,350 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:04 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 10,501 | $115.80 | $1,216,015.80 |
DisclosureSEC source: 0001209191-19-016698 · doc4.xml · nonDerivative · entry 6 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,192 F6 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:04 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 4,186 | $115.80 | $484,738.80 |
DisclosureSEC source: 0001209191-19-016698 · doc4.xml · nonDerivative · entry 5 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,693 F5 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs granted in May 2016. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:04 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 4,737 | $115.80 | $548,544.60 |
DisclosureSEC source: 0001209191-19-016698 · doc4.xml · nonDerivative · entry 4 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,879 F4 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs granted in March 2016. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:04 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 3,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016698 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,616 F3 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in May 2016, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:04 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 3,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016698 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,082 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2016, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:04 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 17,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016698 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · CEO, PBNA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,083 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2022 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 175% of the PSUs granted, depending on the performance level achieved. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 1,991 | $108.56 | $216,143.96 |
DisclosureSEC source: 0001209191-18-016798 · doc4.xml · nonDerivative · entry 4 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,161 F4 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 1,226 | $108.56 | $133,095.17 |
DisclosureSEC source: 0001209191-18-016798 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,152 F3 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. 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.