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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016798 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,378 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2015, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:00 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 16,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016798 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,857 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, 2021 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 02, 2017 Filed Mar 3, 2017 22:41 UTC | PEPSICO INC PEP · Entity 2848 | SalePepsiCo, Inc. Common Stock | 5,500 | $110.13 | $605,735.35 |
DisclosureSEC source: 0001209191-17-017847 · doc4.xml · nonDerivative · entry 5 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,167 F5 · shares: The shares with respect to this transaction were sold at prices ranging from $110.1310 and $110.1410. 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, 2017 Filed Mar 3, 2017 22:41 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 3,062 | $109.75 | $336,039.19 |
DisclosureSEC source: 0001209191-17-017847 · doc4.xml · nonDerivative · entry 4 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,667 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, 2017 Filed Mar 3, 2017 22:41 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 2,433 | $109.75 | $267,009.59 |
DisclosureSEC source: 0001209191-17-017847 · doc4.xml · nonDerivative · entry 3 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,729 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, 2017 Filed Mar 3, 2017 22:41 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 2,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017847 · doc4.xml · nonDerivative · entry 2 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,162 F2 · shares: This number represents the shares of PepsiCo Common Stock acquired upon vesting of additional PSUs granted in March 2014, as a result of exceeding pre-established performance targets. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:41 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 18,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017847 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,022 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, 2020 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 |
| September 23, 2016 Filed Sep 27, 2016 21:11 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 3,816 | $107.52 | $410,277.24 |
DisclosureSEC source: 0001209191-16-142915 · doc4.xml · nonDerivative · entry 1 Tanner Kirk · CIK 0001671693 · President & COO, NAB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,229 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.