Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | Chief Accounting Officer | 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 | 22,665 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 16,000 · Balance 22,665 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. |
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.
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 | GrantClass A Common Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201631 · ownership.xml · nonDerivative · entry 1 Gore Daniel · CIK 0002059935 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,665 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 01, 2026 Filed Apr 3, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 1,785 | $19.19 | $34,254.15 |
DisclosureSEC source: 0001193125-26-142242 · ownership.xml · nonDerivative · entry 1 Gore Daniel · CIK 0002059935 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,665 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. F2 · balance_after: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 211,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050399 · ownership.xml · nonDerivative · entry 1 Gore Daniel · CIK 0002059935 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,267 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. 140,845 RSUs are scheduled to vest on April 1, 2026 and 70,422 RSUs are scheduled to vest on April 1, 2027. 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.