Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Yesway, Inc.YSWY · Entity 5141 | Director | April 21, 2026 | April 28, 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.
Yesway, Inc.
Report date April 21, 2026 · Filed April 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 105,209 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Grant · Acquired 105,209 · Balance 105,209 F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Brookwood Financial Co., Inc. | 2,040 |
Reported balance
After 2026-04-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-04-21 · Grant · Acquired 2,040 · Balance 2,040 F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F2: Represents securities that were inadvertently reported as directly held on a Form 3 filed by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | Direct | 396,000 |
Ending reported balance
After 2026-04-24 transaction · row 4
2 source rows · reconciled sequenceRow 3 · 2026-04-24 · Grant · Acquired 198,000 · Balance 198,000 F3: Represents an award of restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs will vest in equal installments on each of the first three anniversaries of the date of effectiveness of the Registration Statement. Row 4 · 2026-04-24 · Grant · Acquired 198,000 · Balance 396,000 F4: Represents an award of performance-based restricted stock units (the "PSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The PSUs will be eligible to vest 50% on the later of (i) the first day following the date on which the 30-day volume weighted average market price of a share of Class A Common Stock equals or exceeds 1.5x the initial offering price per share of Class A Common Stock and (ii) the second anniversary of the date of effectiveness of the Registration Statement; and the remaining 50% will be eligible to vest on the later of (i) the first day following the date on which the 30-day volume weighted average market price of a share of Class A Common Stock equals or exceeds 2.0x the initial offering price per share of Class A Common Stock and (ii) the third anniversary of the date of effectiveness of the Registration Statement (with no linear interpolation if the market price falls between the two stock price hurdles). F5: If these vesting conditions are not met by the fifth anniversary of the date of effectiveness of the Registration Statement, any unvested PSUs will be forfeited automatically for no consideration. |
| LLC InterestsSEC Table II · derivative / convertible security | Direct | 105,209 |
Reported balance
After 2026-04-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-21 · Grant · Disposed 105,209 · Balance 105,209 F6: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. |
| LLC InterestsSEC Table II · derivative / convertible security | IndirectBy Brookwood Financial Co., Inc. | 2,040 |
Reported balance
After 2026-04-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-21 · Grant · Disposed 2,040 · Balance 2,040 F6: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F2: Represents securities that were inadvertently reported as directly held on a Form 3 filed by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person.
F2: Represents securities that were inadvertently reported as directly held on a Form 3 filed by the Reporting Person.
F3: Represents an award of restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs will vest in equal installments on each of the first three anniversaries of the date of effectiveness of the Registration Statement.
F4: Represents an award of performance-based restricted stock units (the "PSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The PSUs will be eligible to vest 50% on the later of (i) the first day following the date on which the 30-day volume weighted average market price of a share of Class A Common Stock equals or exceeds 1.5x the initial offering price per share of Class A Common Stock and (ii) the second anniversary of the date of effectiveness of the Registration Statement; and the remaining 50% will be eligible to vest on the later of (i) the first day following the date on which the 30-day volume weighted average market price of a share of Class A Common Stock equals or exceeds 2.0x the initial offering price per share of Class A Common Stock and (ii) the third anniversary of the date of effectiveness of the Registration Statement (with no linear interpolation if the market price falls between the two stock price hurdles).
F5: If these vesting conditions are not met by the fifth anniversary of the date of effectiveness of the Registration Statement, any unvested PSUs will be forfeited automatically for no consideration.
F6: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration 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 24, 2026 Filed Apr 28, 2026 20:19 UTC | Yesway, Inc. YSWY · Entity 5141 | GrantClass A Common Stock | 198,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-050374 · tm2612184-11_4seq1.xml · nonDerivative · entry 4 Brown Thomas Warren · CIK 0001881769 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,000 F4 · shares: Represents an award of performance-based restricted stock units (the "PSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The PSUs will be eligible to vest 50% on the later of (i) the first day following the date on which the 30-day volume weighted average market price of a share of Class A Common Stock equals or exceeds 1.5x the initial offering price per share of Class A Common Stock and (ii) the second anniversary of the date of effectiveness of the Registration Statement; and the remaining 50% will be eligible to vest on the later of (i) the first day following the date on which the 30-day volume weighted average market price of a share of Class A Common Stock equals or exceeds 2.0x the initial offering price per share of Class A Common Stock and (ii) the third anniversary of the date of effectiveness of the Registration Statement (with no linear interpolation if the market price falls between the two stock price hurdles). F5 · shares: If these vesting conditions are not met by the fifth anniversary of the date of effectiveness of the Registration Statement, any unvested PSUs will be forfeited automatically for no consideration. Read SEC document |
| April 24, 2026 Filed Apr 28, 2026 20:19 UTC | Yesway, Inc. YSWY · Entity 5141 | GrantClass A Common Stock | 198,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-050374 · tm2612184-11_4seq1.xml · nonDerivative · entry 3 Brown Thomas Warren · CIK 0001881769 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,000 F3 · shares: Represents an award of restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs will vest in equal installments on each of the first three anniversaries of the date of effectiveness of the Registration Statement. Read SEC document |
| April 21, 2026 Filed Apr 28, 2026 20:19 UTC | Yesway, Inc. YSWY · Entity 5141 | GrantLLC Interests · Derivative | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-050374 · tm2612184-11_4seq1.xml · derivative · entry 6 Brown Thomas Warren · CIK 0001881769 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Brookwood Financial Co., Inc. Disclosed balance after: 2,040 Underlying: Class A Common Stock · 2,040 shares Expires not disclosed F6 · derivative.exercise_price: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F1 · kind: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F6 · derivative.exercise_date: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F6 · derivative.expiration_date: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F2 · ownership.nature: Represents securities that were inadvertently reported as directly held on a Form 3 filed by the Reporting Person. Read SEC document |
| April 21, 2026 Filed Apr 28, 2026 20:19 UTC | Yesway, Inc. YSWY · Entity 5141 | GrantLLC Interests · Derivative | 105,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-050374 · tm2612184-11_4seq1.xml · derivative · entry 5 Brown Thomas Warren · CIK 0001881769 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,209 Underlying: Class A Common Stock · 105,209 shares Expires not disclosed F6 · derivative.exercise_price: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F1 · kind: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F6 · derivative.exercise_date: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. F6 · derivative.expiration_date: The membership units of BW Ultimate Parent, LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The LLC Interests have no expiration date. Read SEC document |
| April 21, 2026 Filed Apr 28, 2026 20:19 UTC | Yesway, Inc. YSWY · Entity 5141 | GrantClass B Common Stock | 2,040 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-050374 · tm2612184-11_4seq1.xml · nonDerivative · entry 2 Brown Thomas Warren · CIK 0001881769 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Brookwood Financial Co., Inc. Disclosed balance after: 2,040 F1 · kind: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F1 · price: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F2 · ownership.nature: Represents securities that were inadvertently reported as directly held on a Form 3 filed by the Reporting Person. Read SEC document |
| April 21, 2026 Filed Apr 28, 2026 20:19 UTC | Yesway, Inc. YSWY · Entity 5141 | GrantClass B Common Stock | 105,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-050374 · tm2612184-11_4seq1.xml · nonDerivative · entry 1 Brown Thomas Warren · CIK 0001881769 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,209 F1 · kind: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. F1 · price: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering (the "Registration Statement"). These securities were previously reported on a Form 3 filed by the Reporting Person. 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.