Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncEFOR · Entity 4808 | EVP, Chief Financial Officer | April 24, 2026 | April 27, 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.
Everforth Inc
Report date April 24, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,328 |
Reported balance
After 2026-04-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-24 · Purchase · Acquired 5,350 · Balance 58,328 F1: Includes 204 shares acquired under the Issuer's Second Amended and Restated 2010 Employee Stock Purchase Plan, as amended on March 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 204 shares acquired under the Issuer's Second Amended and Restated 2010 Employee Stock Purchase Plan, as amended on March 31, 2026.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JAMBA, INC.
Report date September 13, 2018 · Filed September 13, 2018
Section 16 reporting ended · disclosed 2018-09-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-09-13 transaction · row 1
1 source rowRow 1 · 2018-09-13 · Disposition to issuer · Disposed 6,000 · Balance 0 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.65 · Expires 2026-05-16 | Direct | 0 |
Reported balance
After 2018-09-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-09-13 · Disposition to issuer · Disposed 75,000 · Balance 0 F1: The option, providing for vesting of one-third of the shares subject to the option on each of March 16, 2017, March 16, 2018, and March 16, 2019, in each case subject to the Reporting Person's continued employment with Issuer and/or its affiliates, became vested in full at the effective time of the merger between Jay Merger Sub, Inc. and the Issuer, and was cancelled at the effective time in exchange for a cash payment per share subject to the option determined by the difference between the $13 merger consideration per share and the exercise price of the option. |
Filing footnotes · ownership attribution and instrument terms
F1: The option, providing for vesting of one-third of the shares subject to the option on each of March 16, 2017, March 16, 2018, and March 16, 2019, in each case subject to the Reporting Person's continued employment with Issuer and/or its affiliates, became vested in full at the effective time of the merger between Jay Merger Sub, Inc. and the Issuer, and was cancelled at the effective time in exchange for a cash payment per share subject to the option determined by the difference between the $13 merger consideration per share and the exercise price of the option.
Ruths Hospitality Group, Inc.
Report date June 14, 2023 · Filed June 14, 2023
Section 16 reporting ended · disclosed 2023-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-14 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-06-14 · Other · Disposed 16,557 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 2, 2023 (the "Merger Agreement"), by and among Darden Restaurants, Inc., Ruby Acquisition Corporation and Ruth's Hospitality Group, Inc. (the "Company"), these shares of common stock were tendered prior to the Offer Expiration Time (as defined in the Merger Agreement) and disposed of at the Effective Time (as defined in the Merger Agreement) in exchange for the right to receive a cash payment of $21.50, without interest and less any applicable withholding taxes. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-14 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-06-14 · Disposition to issuer · Disposed 10,496 · Balance 0 F2: Pursuant to the Merger Agreement, each of the Company's restricted stock units (the "RSUs") outstanding, whether vested or unvested as of immediately prior to the Effective Time, automatically became fully vested, cancelled and converted into and became the right to receive an amount in cash, without interest thereon (but subject to applicable withholding), equal to the product obtained by multiplying (i) the Merger Consideration (as defined in the Merger Agreement) by (ii) the total number of shares of Company common stock subject to such RSU. F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 2, 2023 (the "Merger Agreement"), by and among Darden Restaurants, Inc., Ruby Acquisition Corporation and Ruth's Hospitality Group, Inc. (the "Company"), these shares of common stock were tendered prior to the Offer Expiration Time (as defined in the Merger Agreement) and disposed of at the Effective Time (as defined in the Merger Agreement) in exchange for the right to receive a cash payment of $21.50, without interest and less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 2, 2023 (the "Merger Agreement"), by and among Darden Restaurants, Inc., Ruby Acquisition Corporation and Ruth's Hospitality Group, Inc. (the "Company"), these shares of common stock were tendered prior to the Offer Expiration Time (as defined in the Merger Agreement) and disposed of at the Effective Time (as defined in the Merger Agreement) in exchange for the right to receive a cash payment of $21.50, without interest and less any applicable withholding taxes.
F2: Pursuant to the Merger Agreement, each of the Company's restricted stock units (the "RSUs") outstanding, whether vested or unvested as of immediately prior to the Effective Time, automatically became fully vested, cancelled and converted into and became the right to receive an amount in cash, without interest thereon (but subject to applicable withholding), equal to the product obtained by multiplying (i) the Merger Consideration (as defined in the Merger Agreement) by (ii) the total number of shares of Company common stock subject to such RSU.
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 27, 2026 20:30 UTC | Everforth Inc EFOR · Entity 4808 | PurchaseCommon Stock | 5,350 | $18.70 | $100,018.25 |
DisclosureSEC source: 0001418423-26-000004 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,328 F1 · balance_after: Includes 204 shares acquired under the Issuer's Second Amended and Restated 2010 Employee Stock Purchase Plan, as amended on March 31, 2026. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 00:19 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 2,533 | $46.66 | $118,189.78 |
DisclosureSEC source: 0001418423-26-000002 · edgardoc.xml · nonDerivative · entry 2 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,774 F3 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of RSUs by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 00:19 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 18,752 | $46.66 | $874,968.32 |
DisclosureSEC source: 0001418423-26-000002 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,307 F1 · shares: The executive officer received an award of restricted stock units ("RSUs") which vests in three equal installments on January 2 of 2027, 2028 and 2029, subject to the executive officer's continued service to the issuer. F2 · balance_after: Includes 439 shares acquired under the issuer's Second Amended and Restated 2010 Employee Stock Purchase Plan, as amended from time to time. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:41 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,307 | $82.73 | $108,128.11 |
DisclosureSEC source: 0001418423-25-000004 · edgardoc.xml · nonDerivative · entry 3 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,116 F3 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:41 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,749 | $82.73 | $144,694.77 |
DisclosureSEC source: 0001418423-25-000004 · edgardoc.xml · nonDerivative · entry 2 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,423 F2 · shares: The acquired shares vested upon certification of Ms. Perry's performance target on February 6, 2025 for performance award granted to the executive officer in 2022. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:41 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,936 | $82.73 | $160,165.28 |
DisclosureSEC source: 0001418423-25-000004 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,674 F1 · shares: The acquired shares vested upon certification of performance targets on February 6, 2025 for performance awards granted to the executive officer in 2022. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:39 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,334 | $82.86 | $110,535.24 |
DisclosureSEC source: 0001418423-25-000002 · edgardoc.xml · nonDerivative · entry 2 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,738 F2 · shares: The executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:39 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 13,727 | $82.86 | $1,137,419.22 |
DisclosureSEC source: 0001418423-25-000002 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,072 F1 · shares: The executive officer received an award of RSUs which vests in three equal installments on January 2 of 2026, 2027 and 2028, subject to the executive officer's continued service to the issuer. Read SEC document |
| February 06, 2024 Filed Feb 6, 2024 23:18 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 836 | $94.67 | $79,144.12 |
DisclosureSEC source: 0001418423-24-000004 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,345 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 02:17 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 722 | $95.67 | $69,073.74 |
DisclosureSEC source: 0001418423-24-000002 · edgardoc.xml · nonDerivative · entry 2 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,181 F2 · shares: The executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 02:17 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 7,316 | $95.67 | $699,921.72 |
DisclosureSEC source: 0001418423-24-000002 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,903 F1 · shares: The executive officer received an award of RSUs which vests in three equal installments on January 2 of 2025, 2026 and 2027, subject to the executive officer's continued service to the issuer. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 21:16 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | Disposition to issuerCommon Stock | 10,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-017440 · rdgdoc.xml · nonDerivative · entry 2 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each of the Company's restricted stock units (the "RSUs") outstanding, whether vested or unvested as of immediately prior to the Effective Time, automatically became fully vested, cancelled and converted into and became the right to receive an amount in cash, without interest thereon (but subject to applicable withholding), equal to the product obtained by multiplying (i) the Merger Consideration (as defined in the Merger Agreement) by (ii) the total number of shares of Company common stock subject to such RSU. F1 · acquired: Pursuant to that certain Agreement and Plan of Merger, dated as of May 2, 2023 (the "Merger Agreement"), by and among Darden Restaurants, Inc., Ruby Acquisition Corporation and Ruth's Hospitality Group, Inc. (the "Company"), these shares of common stock were tendered prior to the Offer Expiration Time (as defined in the Merger Agreement) and disposed of at the Effective Time (as defined in the Merger Agreement) in exchange for the right to receive a cash payment of $21.50, without interest and less any applicable withholding taxes. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 21:16 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | OtherCommon Stock | 16,557 | $21.50 | $355,975.50 |
DisclosureSEC source: 0001437749-23-017440 · rdgdoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · acquired: Pursuant to that certain Agreement and Plan of Merger, dated as of May 2, 2023 (the "Merger Agreement"), by and among Darden Restaurants, Inc., Ruby Acquisition Corporation and Ruth's Hospitality Group, Inc. (the "Company"), these shares of common stock were tendered prior to the Offer Expiration Time (as defined in the Merger Agreement) and disposed of at the Effective Time (as defined in the Merger Agreement) in exchange for the right to receive a cash payment of $21.50, without interest and less any applicable withholding taxes. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:07 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | GrantCommon Stock | 6,088 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-015419 · doc4.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,053 F1 · price: Consists of shares of restricted stock units, granted pursuant to the Company's 2018 Omnibus Incentive Plan, which vest on March 13, 2024. Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 23:23 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 881 | $94.17 | $82,963.77 |
DisclosureSEC source: 0001418423-23-000004 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,587 F1 · shares: The executive officer elected to satisfy her tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 01:46 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 7,937 | $82.46 | $654,485.02 |
DisclosureSEC source: 0001418423-23-000002 · edgardoc.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,468 F1 · shares: The executive officer received an award of RSUs which vests in three equal installments on January 2 of 2024, 2025 and 2026, subject to the executive officer's continued service to the issuer. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 20:00 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | GrantCommon Stock | 4,585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-013917 · doc4.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,965 F1 · price: Consists of shares of restricted stock units, granted pursuant to the Company's 2018 Omnibus Incentive Plan, which vest on March 13, 2023, March 13, 2024 and March 13, 2025. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:01 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | GrantCommon Stock | 4,965 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016785 · doc4.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,380 F1 · price: Consists of shares of restricted stock units, granted pursuant to the Company's 2018 Omnibus Incentive Plan, which vest pro rata on March 13, 2022, March 13, 2023 and March 13, 2024. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 15:29 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | GrantCommon Stock | 5,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001324272-20-000006 · edgar.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,415 F1 · price: Consists of shares of restricted stock units, granted pursuant to the Company's 2018 Omnibus Incentive Plan, which vest pro rata on March 13, 2021, March 13, 2022 and March 13, 2023. Vested shares will be delivered to the reporting person upon the reporting person's retirement or resignation from the Company's Board of Directors. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 19:46 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | GrantCommon Stock | 3,804 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001324272-19-000011 · edgar.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,469 F1 · price: Consists of shares of restricted stock units, granted pursuant to the Company's 2018 Omnibus Incentive Plan, which vest pro rata on March 13, 2020, March 13, 2021 and March 13, 2022. Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 16:10 UTC | Ruths Hospitality Group, Inc. RUTH · Entity 112316 | GrantCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001324272-18-000010 · edgar.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,665 F1 · price: Consists of shares of restricted stock granted pursuant to the company's 2018 Omnibus Incentive Plan, which vest pro rata on an annual basis over the three-year period following October 22, 2018, the date of grant Read SEC document |
| September 13, 2018 Filed Sep 13, 2018 21:08 UTC | JAMBA, INC. JMBA · Entity 163656 | Disposition to issuerStock Option (right to buy) · Derivative | 75,000 | $1.35 Strike: $11.65 | $101,250.00 |
DisclosureSEC source: 0001540277-18-000037 · edgar.xml · derivative · entry 2 Perry Marie · CIK 0001418423 · EVP, CFO, CAO, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2026-05-16 F1 · derivative.exercise_date: The option, providing for vesting of one-third of the shares subject to the option on each of March 16, 2017, March 16, 2018, and March 16, 2019, in each case subject to the Reporting Person's continued employment with Issuer and/or its affiliates, became vested in full at the effective time of the merger between Jay Merger Sub, Inc. and the Issuer, and was cancelled at the effective time in exchange for a cash payment per share subject to the option determined by the difference between the $13 merger consideration per share and the exercise price of the option. Read SEC document |
| September 13, 2018 Filed Sep 13, 2018 21:08 UTC | JAMBA, INC. JMBA · Entity 163656 | Disposition to issuerCommon Stock | 6,000 | $13.00 | $78,000.00 |
DisclosureSEC source: 0001540277-18-000037 · edgar.xml · nonDerivative · entry 1 Perry Marie · CIK 0001418423 · EVP, CFO, CAO, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.