Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vital Farms, Inc.VITL · Entity 5571 | CLO, Secy. & Head of Impact | May 15, 2026 | May 19, 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.
Vital Farms, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,843 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 500 · Balance 55,843 F1: These shares were acquired under the Issuer's 2020 Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's common stock on the purchase date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired under the Issuer's 2020 Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's common stock on the purchase 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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 19, 2026 20:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $7.21 | $3,605.00 |
DisclosureSEC source: 0001193125-26-231002 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · CLO, Secy. & Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,843 F1 · kind: These shares were acquired under the Issuer's 2020 Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's common stock on the purchase date. Read SEC document |
| March 16, 2026 Filed Mar 16, 2026 21:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 1,061 | $17.21 | $18,259.81 |
DisclosureSEC source: 0001193125-26-108706 · ownership.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · CLO, Secy. & Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,343 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 21:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 1,586 | $17.62 | $27,945.32 |
DisclosureSEC source: 0001193125-26-108706 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · CLO, Secy. & Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,404 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 21:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 15,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096793 · ownership.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · CLO, Secy. & Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,990 F2 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 5, 2027, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 784 | $20.30 | $15,915.20 |
DisclosureSEC source: 0001193125-26-096793 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · CLO, Secy. & Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,806 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 258 | $26.13 | $6,741.54 |
DisclosureSEC source: 0001193125-25-288117 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,590 F1 · kind: These shares were acquired under the Issuer's 2020 Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's common stock on the purchase date. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 20:30 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 4,796 | $50.95 | $244,356.20 |
DisclosureSEC source: 0001858527-25-000005 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,332 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 9,999 | $47.70 | $476,952.30 |
DisclosureSEC source: 0001858527-25-000004 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,128 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.60 to $47.81 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 229 shares that were acquired on May 15, 2025 under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 1,714 | $29.32 | $50,254.48 |
DisclosureSEC source: 0000950170-25-040272 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,898 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 2,563 | $31.60 | $80,990.80 |
DisclosureSEC source: 0000950170-25-037948 · ownership.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,612 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 5,120 | $32.04 | $164,044.80 |
DisclosureSEC source: 0000950170-25-037948 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,175 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 7,924 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033585 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,295 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 3, 2026, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,253 | $0.00 Strike: $15.31 | $0.00 |
DisclosureSEC source: 0000950170-25-007761 · ownership.xml · derivative · entry 5 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,505 Underlying: Common Stock · 12,253 shares Expires 2033-03-13 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. F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,993 | $0.00 Strike: $25.56 | $0.00 |
DisclosureSEC source: 0000950170-25-007761 · ownership.xml · derivative · entry 4 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,493 Underlying: Common Stock · 15,993 shares Expires 2031-04-26 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 28,246 | $45.10 | $1,273,894.60 |
DisclosureSEC source: 0000950170-25-007761 · ownership.xml · nonDerivative · entry 3 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,371 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 14, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.34 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 15,993 | $25.56 | $408,781.08 |
DisclosureSEC source: 0000950170-25-007761 · ownership.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,617 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 |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 12,253 | $15.31 | $187,593.43 |
DisclosureSEC source: 0000950170-25-007761 · ownership.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,624 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 |
| November 15, 2024 Filed Nov 19, 2024 21:29 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 270 | $23.91 | $6,455.70 |
DisclosureSEC source: 0001415889-24-027218 · form4-11192024_091155.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,371 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 2,597 | $40.71 | $105,723.87 |
DisclosureSEC source: 0001415889-24-014468 · form4-05242024_040506.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,101 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.69 to $40.75 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:16 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $10.59 | $5,295.00 |
DisclosureSEC source: 0001415889-24-013495 · form4-05172024_040558.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,698 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:27 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 1,000 | $36.03 | $36,030.00 |
DisclosureSEC source: 0001415889-24-013232 · form4-05152024_080513.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,198 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.62 to $36.605 inclusive. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:27 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 8,800 | $35.00 | $308,000.00 |
DisclosureSEC source: 0001415889-24-013232 · form4-05152024_080513.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,198 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.61 to $35.58 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2). Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 596 | $27.00 | $16,092.00 |
DisclosureSEC source: 0001415889-24-011751 · form4-04302024_040415.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,998 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:30 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 1,061 | $20.98 | $22,259.78 |
DisclosureSEC source: 0001415889-24-008114 · form4-03152024_040314.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,594 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 00:21 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 19,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007732 · form4-03132024_120357.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,655 F2 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 11, 2025, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:21 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 3,402 | $20.51 | $69,775.02 |
DisclosureSEC source: 0001415889-24-007732 · form4-03132024_120357.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, SEC. AND HEAD OF IMPACT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,122 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:41 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $10.88 | $5,440.00 |
DisclosureSEC source: 0001209191-23-055765 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,524 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:44 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 456 | $12.27 | $5,595.12 |
DisclosureSEC source: 0001209191-23-030235 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,024 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 20:31 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 596 | $12.92 | $7,700.32 |
DisclosureSEC source: 0001209191-23-026039 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,568 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 22:49 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 36,758 | $0.00 Strike: $15.31 | $0.00 |
DisclosureSEC source: 0001209191-23-018633 · doc4.xml · derivative · entry 3 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,758 Underlying: Common Stock · 36,758 shares Expires 2033-03-13 F4 · derivative.exercise_date: The option will vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 22:49 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 13,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018633 · doc4.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,869 F3 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 13, 2023 Filed Apr 17, 2023 21:00 UTC Amendment | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 13,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024485 · doc4a.xml · nonDerivative · entry 2 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,164 F4 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. F2 · balance_after: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 22:49 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 3,464 | $15.48 | $53,622.72 |
DisclosureSEC source: 0001209191-23-018633 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,806 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · balance_after: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. Read SEC document |
| March 10, 2023 Filed Apr 17, 2023 21:00 UTC Amendment | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 3,169 | $15.48 | $49,056.12 |
DisclosureSEC source: 0001209191-23-024485 · doc4a.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of Impact 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,101 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · shares: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F2 · balance_after: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F3 · balance_after: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. Read SEC document |
| April 26, 2022 Filed May 16, 2022 21:11 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 846 | $11.64 | $9,847.44 |
DisclosureSEC source: 0001209191-22-029222 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of ESG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,770 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · balance_after: Includes 248 shares acquired under the Issuer's Employee Stock Purchase Plan on May 15, 2022. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:48 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 39,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018493 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of ESG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,368 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 10, 2023, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 20:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 72,486 | $0.00 Strike: $25.56 | $0.00 |
DisclosureSEC source: 0001209191-21-028819 · doc4.xml · derivative · entry 2 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of ESG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,486 Underlying: Common Stock · 72,486 shares Expires 2031-04-26 F2 · derivative.exercise_date: One-third (1/3rd) of the shares subject to the stock option will vest in equal annual installments commencing on April 26, 2022, subject to the Reporting Person continuing to provide service through each vesting date. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 20:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 7,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028819 · doc4.xml · nonDerivative · entry 1 Bal Joanne · CIK 0001858527 · GC, Sec. and Head of ESG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,336 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on April 26, 2022, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. 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.