Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Norwegian Cruise Line Holdings Ltd.NCLH · Entity 3699 | Director | May 18, 2026 | May 19, 2026 |
| Restaurant Brands International Inc.QSR · Entity 3102 | Chief Executive Officer | February 22, 2023 | February 25, 2023 |
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.
Norwegian Cruise Line Holdings Ltd.
Report date May 18, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 74,295 |
Last balance in matching sequence
After 2026-05-19 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-18 · Purchase · Acquired 5,000 · Balance 64,295 F1: Includes shares that the reporting person contributed to a grantor retained annuity trust for the benefit of the reporting person's wife and children in December 2025. Row 2 · 2026-05-19 · Purchase · Acquired 10,000 · Balance 74,295 F2: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.785 to $15.04, inclusive. The reporting person undertakes to provide to Norwegian Cruise Line Holdings Ltd. ("NCLH"), any security holder of NCLH, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote (2). F1: Includes shares that the reporting person contributed to a grantor retained annuity trust for the benefit of the reporting person's wife and children in December 2025. |
| Common StockSEC Table I · non-derivative | Direct | 24,750 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,750 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares that the reporting person contributed to a grantor retained annuity trust for the benefit of the reporting person's wife and children in December 2025.
F2: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.785 to $15.04, inclusive. The reporting person undertakes to provide to Norwegian Cruise Line Holdings Ltd. ("NCLH"), any security holder of NCLH, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote (2).
Restaurant Brands International Inc.
Report date February 22, 2023 · Filed February 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 187,413.8751 |
Ending reported balance
After 2023-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-02-22 · Grant · Acquired 10,121 · Balance 187,413.8751 F1: The shares reported represent common shares purchased from the Issuer by the Reporting Person upon exercise of his investment rights pursuant to the Issuer's 2022 Bonus Swap Program under its Amended and Restated 2014 Omnibus Incentive Plan ("2014 Plan"). The Reporting Person elected to use 50% of his 2022 net bonus to purchase common shares at a purchase price of $67.75 per share ("Investment Shares"). F2: Pursuant to the Issuer's 2014 Plan, the purchase price of the Investment Shares is, and the number of matching restricted share units described in footnote 26 below pursuant to the Issuer's 2022 Bonus Swap Program is calculated based on, the last sales price of a common share of the Issuer on the New York Stock Exchange on the trading day immediately preceding the grant date, in this case February 21, 2023. Row 2 · 2023-02-23 · Exercise / conversion · Acquired 264,461.2022 · Balance 451,875.0773 F3: On February 23, 2023, 264,461.2022 of the Reporting Person's performance based restricted share units vested. Row 3 · 2023-02-23 · Sale · Disposed 264,461.2022 · Balance 187,413.8751 |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2023-02-23 | Direct | 0 |
Reported balance
After 2023-02-23 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2023-02-23 · Exercise / conversion · Disposed 264,461.2022 · Balance 0 F15: The shares reported represent an award of performance based restricted share units ("2018 PBRSUs") granted to the Reporting Person. The 2018 PBRSUs had a three-year performance period beginning January 1, 2015 and ending December 31, 2018 and will vest 100% on February 23, 2023, which is the fifth anniversary of the grant date. F3: On February 23, 2023, 264,461.2022 of the Reporting Person's performance based restricted share units vested. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2024-02-22 | Direct | 317,187.0333 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 317,187.0333 F18: The shares reported represent an award of performance based restricted share units ("2019 PBRSUs") granted to the Reporting Person. The 2019 PBRSUs have a performance period ending December 31, 2021 and will vest on February 21, 2024, which is the fifth anniversary of the grant date. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2025-02-21 | Direct | 279,962.8764 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 279,962.8764 F20: The shares reported represent an award of performance based restricted share units ("2020 PBRSUs") granted to the Reporting Person. The 2020 PBRSUs have a performance period ending December 31, 2021 and will vest on February 21, 2025, which is the fifth anniversary of the grant date. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2024-02-19 | Direct | 107,929.3347 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · Balance 107,929.3347 F23: The shares reported represent an award of performance based restricted share units ("2021 PBRSUs") granted to the Reporting Person. The 2021 PBRSUs will have a performance period beginning January 1, 2021 and ending December 31, 2023 and to the extent earned will vest on February 19, 2024. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2025-02-25 | Direct | 153,759.146 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · Balance 153,759.146 F25: The shares reported represent an award of performance based restricted share units ("2022 PBRSUs") granted to the Reporting Person. The 2022 PBRSUs will have a performance period beginning January 1, 2022 and ending December 31, 2024 and to the extent earned will vest on February 25, 2025. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 37,954 |
Reported balance
After 2023-02-22 transaction · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · 2023-02-22 · Grant · Acquired 37,954 · Balance 37,954 F16: Each restricted share unit represents a contingent right to receive one common share. F26: The Issuer granted the 2023 restricted share units ("2023 RSUs") to the Reporting Person pursuant to the Issuer's 2022 Bonus Swap Program under its 2014 Plan. The Reporting Person elected to use 50% of his 2022 net bonus to purchase Investment Shares and received a matching grant of 2023 RSUs in an amount equal to 50% of his gross bonus, multiplied by a multiple based on the Reporting Person's position level with the Issuer ("RSU Multiplier"), and divided by the purchase price of $67.75 per share. The RSU Multiplier was 2.25 for executive vice presidents and above. If the Reporting Person sells any of the Investment Shares, he will forfeit all of the 2023 RSUs that have not yet vested. F27: These restricted share units vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025 and December 15, 2026. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 16,566.3904 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 16,566.3904 F16: Each restricted share unit represents a contingent right to receive one common share. F17: These restricted share units vest on December 31, 2023. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 19,239.0489 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 19,239.0489 F16: Each restricted share unit represents a contingent right to receive one common share. F19: These restricted share units vest on December 31, 2024. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 17,719.7415 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 17,719.7415 F16: Each restricted share unit represents a contingent right to receive one common share. F21: These restricted share units vest in equal installments on December 31, 2021, December 31, 2022 and December 31, 2023. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 14,961.9054 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance 14,961.9054 F16: Each restricted share unit represents a contingent right to receive one common share. F22: These restricted share units vest in equal installments on December 31, 2021, December 31, 2022, December 31, 2023 and December 31, 2024. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 35,356.4119 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · Balance 35,356.4119 F16: Each restricted share unit represents a contingent right to receive one common share. F24: These restricted share units vest in equal installments on December 31, 2022, December 31, 2023, December 31, 2024 and December 31, 2025. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 46,500 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 46,500 F4: These shares are held by an irrevocable life insurance trust for the benefit of the Reporting Person's children and other family members. The Reporting Person's family member is the trustee of such trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 45,620 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 45,620 F5: These shares are held by a revocable trust, of which the Reporting Person is the settlor and trustee for the benefit of the Reporting Person and his spouse and children. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 145,228 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 145,228 F6: These shares are held by an irrevocable family trust for the benefit of the Reporting Person's spouse and children. The Reporting Person retains investment control over the Issuer securities held by such trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 13,750 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 13,750 F7: These shares are held by a revocable trust, of which the Reporting Person's spouse is the settlor and trustee for the benefit of the Reporting Person and his spouse and children. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 189,750 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 189,750 F8: These shares are held by an irrevocable family trust for the benefit of the Reporting Person and his children. The Reporting Person retains investment control over the Issuer securities held by such trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy GRAT | 17,715 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 17,715 F9: These shares are held by the Reporting Person's 2021 grantor retained annuity trust ("2021 GRAT"), of which the Reporting Person is the trustee and annuitant. |
| Common SharesSEC Table I · non-derivative | IndirectBy GRAT | 45,620 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 45,620 F10: These shares are held by the Reporting Person's first 2022 grantor retained annuity trust ("First 2022 GRAT"), of which the Reporting Person is the trustee and annuitant. |
| Common SharesSEC Table I · non-derivative | IndirectBy GRAT | 60,000 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 60,000 F11: These shares are held by the Reporting Person's second 2022 grantor retained annuity trust ("Second 2022 GRAT"), of which the Reporting Person is the trustee and annuitant. |
| Common SharesSEC Table I · non-derivative | IndirectBy GRAT | 66,557 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 66,557 F12: These shares are held by the Reporting Person's third 2022 grantor retained annuity trust ("Third 2022 GRAT"), of which the Reporting Person is the trustee and annuitant. |
| Exchangeable unitsSEC Table II · derivative / convertible security | Direct | 105,758 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 105,758 F13: Each Restaurant Brands International Limited Partnership exchangeable unit is convertible, at the Reporting Person's election, into common shares of Restaurant Brands International Inc. or a cash amount equal to a prescribed cash amount determined by reference to the weighted average trading price of Restaurant Brands International Inc.'s common shares on the New York Stock Exchange for the 20 consecutive trading days ending on the last business day prior to the exchange date, at the sole discretion of the general partner of Restaurant Brands International Limited Partnership (subject to the consent of the Restaurant Brands International Inc. conflicts committee, in certain circumstances). This conversion right has no expiration date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.26 · Expires 2025-03-05 | Direct | 35,967 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 35,967 F14: These options are immediately exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.26 · Expires 2025-03-05 | Direct | 166,667 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 166,667 F14: These options are immediately exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.67 · Expires 2026-02-25 | Direct | 118,237 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 118,237 F14: These options are immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported represent common shares purchased from the Issuer by the Reporting Person upon exercise of his investment rights pursuant to the Issuer's 2022 Bonus Swap Program under its Amended and Restated 2014 Omnibus Incentive Plan ("2014 Plan"). The Reporting Person elected to use 50% of his 2022 net bonus to purchase common shares at a purchase price of $67.75 per share ("Investment Shares").
F2: Pursuant to the Issuer's 2014 Plan, the purchase price of the Investment Shares is, and the number of matching restricted share units described in footnote 26 below pursuant to the Issuer's 2022 Bonus Swap Program is calculated based on, the last sales price of a common share of the Issuer on the New York Stock Exchange on the trading day immediately preceding the grant date, in this case February 21, 2023.
F3: On February 23, 2023, 264,461.2022 of the Reporting Person's performance based restricted share units vested.
F4: These shares are held by an irrevocable life insurance trust for the benefit of the Reporting Person's children and other family members. The Reporting Person's family member is the trustee of such trust.
F5: These shares are held by a revocable trust, of which the Reporting Person is the settlor and trustee for the benefit of the Reporting Person and his spouse and children.
F6: These shares are held by an irrevocable family trust for the benefit of the Reporting Person's spouse and children. The Reporting Person retains investment control over the Issuer securities held by such trust.
F7: These shares are held by a revocable trust, of which the Reporting Person's spouse is the settlor and trustee for the benefit of the Reporting Person and his spouse and children.
F8: These shares are held by an irrevocable family trust for the benefit of the Reporting Person and his children. The Reporting Person retains investment control over the Issuer securities held by such trust.
F9: These shares are held by the Reporting Person's 2021 grantor retained annuity trust ("2021 GRAT"), of which the Reporting Person is the trustee and annuitant.
F10: These shares are held by the Reporting Person's first 2022 grantor retained annuity trust ("First 2022 GRAT"), of which the Reporting Person is the trustee and annuitant.
F11: These shares are held by the Reporting Person's second 2022 grantor retained annuity trust ("Second 2022 GRAT"), of which the Reporting Person is the trustee and annuitant.
F12: These shares are held by the Reporting Person's third 2022 grantor retained annuity trust ("Third 2022 GRAT"), of which the Reporting Person is the trustee and annuitant.
F13: Each Restaurant Brands International Limited Partnership exchangeable unit is convertible, at the Reporting Person's election, into common shares of Restaurant Brands International Inc. or a cash amount equal to a prescribed cash amount determined by reference to the weighted average trading price of Restaurant Brands International Inc.'s common shares on the New York Stock Exchange for the 20 consecutive trading days ending on the last business day prior to the exchange date, at the sole discretion of the general partner of Restaurant Brands International Limited Partnership (subject to the consent of the Restaurant Brands International Inc. conflicts committee, in certain circumstances). This conversion right has no expiration date.
F14: These options are immediately exercisable.
F15: The shares reported represent an award of performance based restricted share units ("2018 PBRSUs") granted to the Reporting Person. The 2018 PBRSUs had a three-year performance period beginning January 1, 2015 and ending December 31, 2018 and will vest 100% on February 23, 2023, which is the fifth anniversary of the grant date.
F16: Each restricted share unit represents a contingent right to receive one common share.
F17: These restricted share units vest on December 31, 2023.
F18: The shares reported represent an award of performance based restricted share units ("2019 PBRSUs") granted to the Reporting Person. The 2019 PBRSUs have a performance period ending December 31, 2021 and will vest on February 21, 2024, which is the fifth anniversary of the grant date.
F19: These restricted share units vest on December 31, 2024.
F20: The shares reported represent an award of performance based restricted share units ("2020 PBRSUs") granted to the Reporting Person. The 2020 PBRSUs have a performance period ending December 31, 2021 and will vest on February 21, 2025, which is the fifth anniversary of the grant date.
F21: These restricted share units vest in equal installments on December 31, 2021, December 31, 2022 and December 31, 2023.
F22: These restricted share units vest in equal installments on December 31, 2021, December 31, 2022, December 31, 2023 and December 31, 2024.
F23: The shares reported represent an award of performance based restricted share units ("2021 PBRSUs") granted to the Reporting Person. The 2021 PBRSUs will have a performance period beginning January 1, 2021 and ending December 31, 2023 and to the extent earned will vest on February 19, 2024. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition.
F24: These restricted share units vest in equal installments on December 31, 2022, December 31, 2023, December 31, 2024 and December 31, 2025.
F25: The shares reported represent an award of performance based restricted share units ("2022 PBRSUs") granted to the Reporting Person. The 2022 PBRSUs will have a performance period beginning January 1, 2022 and ending December 31, 2024 and to the extent earned will vest on February 25, 2025. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition.
F26: The Issuer granted the 2023 restricted share units ("2023 RSUs") to the Reporting Person pursuant to the Issuer's 2022 Bonus Swap Program under its 2014 Plan. The Reporting Person elected to use 50% of his 2022 net bonus to purchase Investment Shares and received a matching grant of 2023 RSUs in an amount equal to 50% of his gross bonus, multiplied by a multiple based on the Reporting Person's position level with the Issuer ("RSU Multiplier"), and divided by the purchase price of $67.75 per share. The RSU Multiplier was 2.25 for executive vice presidents and above. If the Reporting Person sells any of the Investment Shares, he will forfeit all of the 2023 RSUs that have not yet vested.
F27: These restricted share units vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025 and December 15, 2026.
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 |
|---|---|---|---|---|---|---|
| June 08, 2017 Filed Jun 12, 2017 18:20 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | Exercise / conversionCommon Shares | 1,760 | $3.54 | $6,230.40 |
DisclosureSEC source: 0001209191-17-039075 · doc4.xml · nonDerivative · entry 1 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,855 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 |
| April 04, 2017 Filed Apr 6, 2017 20:23 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantDividend Equivalent Rights · Derivative | 53.842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026090 · doc4.xml · derivative · entry 16 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53.842 Underlying: Common Shares · 53.842 shares Expires not disclosed F6 · derivative.exercise_price: Each whole dividend equivalent right represents a contingent right to receive one common share. F9 · derivative.exercise_date: These dividend equivalent rights accrued on the 2017 restricted share unit award (the "2017 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2017 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2017 RSUs to which they relate. F9 · derivative.expiration_date: These dividend equivalent rights accrued on the 2017 restricted share unit award (the "2017 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2017 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2017 RSUs to which they relate. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 20:23 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantDividend Equivalent Rights · Derivative | 116.6162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026090 · doc4.xml · derivative · entry 13 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634.1258 Underlying: Common Shares · 116.6162 shares Expires not disclosed F6 · derivative.exercise_price: Each whole dividend equivalent right represents a contingent right to receive one common share. F7 · derivative.exercise_date: These dividend equivalent rights accrued on the 2016 restricted share unit award (the "2016 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2016 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2016 RSUs to which they relate. F7 · derivative.expiration_date: These dividend equivalent rights accrued on the 2016 restricted share unit award (the "2016 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2016 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2016 RSUs to which they relate. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:34 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantRestricted Share Units · Derivative | 16,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015434 · doc4.xml · derivative · entry 15 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,694 Underlying: Common Shares · 16,694 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share. F10 · shares: The Issuer granted the 2017 restricted share units ("2017 RSUs") to the Reporting Person pursuant to the Issuer's 2016 Bonus Swap Program under its 2014 Plan. The Reporting Person elected to use 50% of his 2016 net bonus to purchase Investment Shares and received a matching grant of 2017 RSUs in an amount equal to 50% of his gross bonus, multiplied by a multiple based on the Reporting Person's position level with the Issuer ("RSU Multiplier"), and divided by the purchase price of $55.55 per share. The RSU Multiplier was 2.0 for executive vice presidents and above. If the Reporting Person sells 50% or less of the Investment Shares, he will forfeit 8,347 of the 2017 RSUs and a proportionate number of the remaining 2017 RSUs based on the number of Investment Shares sold. If the Reporting Person sells more than 50% of the Investment Shares, he will forfeit all of the 2017 RSUs. F11 · derivative.exercise_date: These restricted share units vest on December 31, 2021. F11 · derivative.expiration_date: These restricted share units vest on December 31, 2021. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:34 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantCommon Shares | 5,008 | $55.55 | $278,194.40 |
DisclosureSEC source: 0001209191-17-015434 · doc4.xml · nonDerivative · entry 1 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,095 F1 · shares: The shares reported represent common shares purchased from the Issuer by the Reporting Person upon exercise of his investment rights pursuant to the Issuer's 2016 Bonus Swap Program under its Amended and Restated 2014 Omnibus Incentive Plan ("2014 Plan"). The Reporting Person elected to use 50% of his 2016 net bonus to purchase common shares at a purchase price of $55.55 per share ("Investment Shares"). F2 · price: Pursuant to the Issuer's 2014 Plan, the purchase price of the Investment Shares is, and the number of matching restricted share units described in footnote 10 below pursuant to the Issuer's 2016 Bonus Swap Program is calculated based on, the last sales price of a common share of the Issuer on the New York Stock Exchange on the trading day immediately preceding the grant date, in this case February 23, 2017. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 22:31 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantDividend Equivalent Rights · Derivative | 130.3111 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002711 · doc4.xml · derivative · entry 13 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517.5096 Underlying: Common Shares · 130.3111 shares Expires not disclosed F6 · derivative.exercise_price: Each dividend equivalent right represents a contingent right to receive one common share. F7 · derivative.exercise_date: These dividend equivalent rights accrued on the 2016 restricted share unit award (the "2016 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2016 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2016 RSUs to which they relate. F7 · derivative.expiration_date: These dividend equivalent rights accrued on the 2016 restricted share unit award (the "2016 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2016 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2016 RSUs to which they relate. Read SEC document |
| October 04, 2016 Filed Oct 12, 2016 00:06 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantDividend Equivalent Rights · Derivative | 130.3562 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145646 · doc4.xml · derivative · entry 13 Cil Jose E. · CIK 0001552282 · Senior EVP, Pres. Burger King 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387.1985 Underlying: Common Shares · 130.3562 shares Expires not disclosed F6 · derivative.exercise_price: Each dividend equivalent right represents a contingent right to receive one common share. F7 · derivative.exercise_date: These dividend equivalent rights accrued on the 2016 restricted share unit award (the "2016 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2016 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2016 RSUs to which they relate. F7 · derivative.expiration_date: These dividend equivalent rights accrued on the 2016 restricted share unit award (the "2016 RSUs"). Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the 2016 RSUs and vest proportionately with and are subject to settlement and expiration upon the same terms as the 2016 RSUs to which they relate. 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.