Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| El Pollo Loco Holdings, Inc.LOCO · Entity 5532 | Director · PRESIDENT AND CEO | May 12, 2021 | May 14, 2021 |
| Planet Fitness, Inc.PLNT · Entity 4077 | Director | May 05, 2026 | May 06, 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.
El Pollo Loco Holdings, Inc.
Report date May 12, 2021 · Filed May 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 267,700 |
Reported balance
After 2021-05-12 transaction · row 1
1 source rowRow 1 · 2021-05-12 · Grant · Acquired 28,490 · Balance 267,700 F1: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in four equal installments on each of the first four anniversaries of the date of grant. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $17.55 · Expires 2031-05-12 | Direct | 61,728 |
Reported balance
After 2021-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-12 · Grant · Acquired 61,728 · Balance 61,728 F2: Granted by a nonqualified stock option agreement under the 2018 Omnibus Equity Incentive Plan, vesting and becoming exercisable in four equal installments on each of the four anniversaries of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in four equal installments on each of the first four anniversaries of the date of grant.
F2: Granted by a nonqualified stock option agreement under the 2018 Omnibus Equity Incentive Plan, vesting and becoming exercisable in four equal installments on each of the four anniversaries of the date of grant.
Planet Fitness, Inc.
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 9,385 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 2,254 · Balance 9,385 F1: Represents a grant of shares of the issuer's common stock that vests on the earlier of the first anniversary of the grant date or the issuer's 2027 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of shares of the issuer's common stock that vests on the earlier of the first anniversary of the grant date or the issuer's 2027 annual meeting of stockholders.
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 05, 2026 Filed May 6, 2026 20:31 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001734697-26-000001 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,385 F1 · price: Represents a grant of shares of the issuer's common stock that vests on the earlier of the first anniversary of the grant date or the issuer's 2027 annual meeting of stockholders. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:26 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003671 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,131 F1 · price: Represents a grant of shares of the issuer's common stock that vests on the earlier of the first anniversary of the grant date or the issuer's 2026 annual meeting of stockholders. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:51 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003715 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,680 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:18 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003912 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,759 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the grant date. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 22:04 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-000569 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,376 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the grant date. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 23:32 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 963 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-000601 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,967 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the grant date. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:54 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantNon-Qualified Stock Options · Derivative | 61,728 | $0.00 Strike: $17.55 | $0.00 |
DisclosureSEC source: 0001415889-21-002477 · form4-05142021_020548.xml · derivative · entry 2 Acoca Bernard · CIK 0001734697 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,728 Underlying: Common Stock · 61,728 shares Expires 2031-05-12 F2 · derivative.exercise_date: Granted by a nonqualified stock option agreement under the 2018 Omnibus Equity Incentive Plan, vesting and becoming exercisable in four equal installments on each of the four anniversaries of the date of grant. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:54 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 28,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002477 · form4-05142021_020548.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,700 F1 · shares: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in four equal installments on each of the first four anniversaries of the date of grant. Read SEC document |
| May 09, 2021 Filed May 11, 2021 22:26 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 8,312 | $17.75 | $147,538.00 |
DisclosureSEC source: 0001415889-21-002410 · form4-05112021_030537.xml · nonDerivative · entry 2 Acoca Bernard · CIK 0001734697 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,210 F2 · shares: The reporting person vested in 24,039 shares of common stock, of which the issuer retained 8,312 shares to satisfy the reporting person's tax obligation upon vesting of the restricted stock unit. The price quoted in column 4 is the issuer's closing share price on May 7, 2021. F3 · balance_after: Includes 72,117 time-vested restricted stock units and 36,058 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock. Read SEC document |
| May 08, 2021 Filed May 11, 2021 22:26 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 3,768 | $17.75 | $66,882.00 |
DisclosureSEC source: 0001415889-21-002410 · form4-05112021_030537.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,522 F1 · shares: The reporting person vested in 10,898 shares of common stock, of which the issuer retained 3,768 shares to satisfy the reporting person's tax obligation upon vesting of the restricted stock award. The price quoted in column 4 is the issuer's closing share price on May 7, 2021. Read SEC document |
| May 06, 2021 Filed May 10, 2021 23:53 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 7,406 | $17.03 | $126,124.18 |
DisclosureSEC source: 0001415889-21-002400 · form4-05102021_040528.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,290 F1 · shares: The reporting person vested in 20,065 shares of common stock, of which the issuer retained 7,406 shares to satisfy the reporting person's tax obligation upon vesting of the restricted stock award. The price quoted in column 4 is the issuer's closing share price on May 6, 2021. F2 · balance_after: Includes 48,078 time-vested restricted stock units and 36,058 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock and 167,154 shares of common stock. Read SEC document |
| January 20, 2021 Filed Jan 23, 2021 01:11 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-000490 · primarydocument.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,004 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the date of grant. Read SEC document |
| May 09, 2020 Filed May 11, 2020 22:24 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 8,280 | $13.87 | $114,843.60 |
DisclosureSEC source: 0001734697-20-000004 · wf-form4_158923588148771.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,696 F1 · shares: The reporting person vested in restricted stock units ("RSUs") for 24,039 shares of common stock, of which the issuer retained 8,280 shares to satisfy the reporting person's tax obligation upon vesting of the RSUs. The price quoted in column 4 is the closing share price on May 8, 2020. F2 · balance_after: Includes 48,078 time-vested RSUs and 36,058 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock, and 174,560 shares of common stock. Read SEC document |
| May 08, 2020 Filed May 9, 2020 00:58 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 4,349 | $13.87 | $60,320.63 |
DisclosureSEC source: 0001734697-20-000002 · wf-form4_158898589527477.xml · nonDerivative · entry 2 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,976 F3 · shares: Shares surrendered on May 8, 2020, to the issuer to satisfy tax withholding obligations applicable to stock-settled restricted shares that vested on May 8, 2020. The price reported in column 4 is the closing share price on May 8, 2020. F4 · balance_after: Includes 87,303 time-vested restricted stock units and 60,170 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock and 119,503 shares of common stock. Read SEC document |
| May 06, 2020 Filed May 9, 2020 00:58 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 80,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001734697-20-000002 · wf-form4_158898589527477.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,325 F1 · shares: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in four equal installments on each of the first four anniversaries of the date of grant. F2 · balance_after: Includes 87,303 time-vested restricted stock units and 60,170 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock and 123,852 shares of common stock. Read SEC document |
| May 09, 2019 Filed May 10, 2019 22:53 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 11,946 | $11.74 | $140,246.04 |
DisclosureSEC source: 0001734697-19-000002 · wf-form4_155752876554770.xml · nonDerivative · entry 3 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,065 F5 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 36,058 stock-settled performance stock units. F6 · balance_after: Includes 72,117 time-vested restricted stock units and 36,058 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock, and 82,890 shares of common stock. Read SEC document |
| May 09, 2019 Filed May 10, 2019 22:53 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | Tax withholdingCommon Stock | 8,853 | $11.74 | $103,934.22 |
DisclosureSEC source: 0001734697-19-000002 · wf-form4_155752876554770.xml · nonDerivative · entry 2 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,011 F3 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 24,039 stock-settled restricted stock units. F4 · balance_after: Includes 72,117 time-vested restricted stock units and 72,116 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock, and 58,778 shares of common stock. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:53 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantNon-Qualified Stock Options · Derivative | 85,472 | $0.00 Strike: $11.47 | $0.00 |
DisclosureSEC source: 0001734697-19-000002 · wf-form4_155752876554770.xml · derivative · entry 4 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,472 Underlying: Common Stock · 85,472 shares Expires 2029-05-08 F7 · derivative.exercise_date: Granted by a nonqualified stock option agreement under the 2018 Omnibus Equity Incentive Plan, vesting and becoming exercisable in four equal installments on each of the first four anniversaries of thedate of grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:53 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 43,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001734697-19-000002 · wf-form4_155752876554770.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,864 F1 · shares: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in four equal installments on each of the first four anniversaries of the date of grant. F2 · balance_after: Includes 96,156 time-vested restricted stock units and 72,116 performance stock units, each of which may be settled on a 1-for-1 basis, only in shares of common stock, and 43,592 shares of common stock. Read SEC document |
| May 09, 2018 Filed Jun 1, 2018 20:13 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantNon-Qualified Stock Options · Derivative | 120,752 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001209191-18-034654 · doc4.xml · derivative · entry 3 Acoca Bernard · CIK 0001734697 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,752 Underlying: Common Stock · 120,752 shares Expires 2028-05-09 F3 · derivative.exercise_date: Consists of a nonqualified stock option granted as an inducement award outside of any equity incentive plan, which will vest in four equal installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 09, 2018 Filed Jun 1, 2018 20:13 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantPerformance Share Units | 72,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034654 · doc4.xml · nonDerivative · entry 2 Acoca Bernard · CIK 0001734697 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,116 F2 · shares: Consists of Performance Share Units granted as an inducement award outside of any equity incentive plan, which will vest based on the achievement of certain per-share common stock prices, either as reflected on the NASDAQ over twenty consecutive trading days or in connection with a change in control. Read SEC document |
| May 09, 2018 Filed Jun 1, 2018 20:13 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantRestricted Share Units | 96,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034654 · doc4.xml · nonDerivative · entry 1 Acoca Bernard · CIK 0001734697 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,156 F1 · shares: Consists of Restricted Share Units granted as an inducement award outside of any equity incentive plan, which will vest in four equal installments on each of the first four anniversaries of the grant 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.