Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | See Remarks | April 29, 2026 | May 01, 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.
Advantage Solutions Inc.
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,907 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 13,462 · Balance 25,907 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,769 |
Reported balance
After 2026-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-29 · Grant · Acquired 5,769 · Balance 5,769 F2: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date.
F2: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4.
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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 5,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201629 · ownership.xml · derivative · entry 2 Johnson George Ricardo · CIK 0002107951 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,769 Underlying: Class A Common Stock · 5,769 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 13,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201629 · ownership.xml · nonDerivative · entry 1 Johnson George Ricardo · CIK 0002107951 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,907 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 1,401 | $23.55 | $32,993.55 |
DisclosureSEC source: 0001193125-26-147725 · ownership.xml · nonDerivative · entry 1 Johnson George Ricardo · CIK 0002107951 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,445 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on 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.