Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US Foods Holding Corp.USFD · Entity 3215 | See Remarks | March 27, 2026 | March 31, 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.
US Foods Holding Corp.
Report date March 27, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,517 |
Ending reported balance
After 2026-03-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-27 · Grant · Acquired 27,287 · Balance 146,452 F1: Shares acquired upon vesting and settlement of performance stock units granted on March 27, 2023, with the number of shares earned based on achievement against certain performance metrics following the end of a three-year performance period (fiscal years 2023-2025). Row 2 · 2026-03-27 · Tax withholding · Disposed 10,738 · Balance 135,714 F2: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of performance stock units. Row 3 · 2026-03-27 · Tax withholding · Disposed 2,197 · Balance 133,517 F3: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting and settlement of performance stock units granted on March 27, 2023, with the number of shares earned based on achievement against certain performance metrics following the end of a three-year performance period (fiscal years 2023-2025).
F2: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of performance stock units.
F3: Reflects withholding of shares to satisfy tax obligations in connection with the vesting of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TECH DATA CORP
Report date June 30, 2020 · Filed July 02, 2020
Section 16 reporting ended · disclosed 2020-07-02. 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 2020-06-30 transaction · row 1
1 source rowRow 1 · 2020-06-30 · Disposition to issuer · Disposed 26,144 · Balance 0 F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes. F2: Represents 20,507 shares of Common Stock and 5,637 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Tech Data Corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 12, 2019 and amended on November 27, 2019 (the "Merger Agreement"), by and among the Company, Tiger Midco, LLC, a Delaware limited liability company ("Parent") and Tiger Merger Sub Co., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On June 30, 2020, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and each restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $145.00, without interest and net of any required withholding of taxes.
F2: Represents 20,507 shares of Common Stock and 5,637 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $145.00, without interest and net of any required withholding of taxes.
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 |
|---|---|---|---|---|---|---|
| March 26, 2018 Filed Mar 27, 2018 16:07 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 874 | $79.35 | $69,351.90 |
DisclosureSEC source: 0001127602-18-012838 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,210 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 17,240, unvested RSUs: 17,970. Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 16:09 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 337 | $85.39 | $28,776.43 |
DisclosureSEC source: 0001127602-18-012640 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,084 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 14,527, unvested RSUs: 21,557. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 16:08 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 5,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012511 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,421 F1 · shares: Restricted stock unit award which represents a contingent right to receive one share of Tech Data Corporation common stock for each vested unit. The restricted stock units vest 25% on the first and second grant date anniversaries and 50% on the third grant date anniversary. F2 · balance_after: Direct: 13,508, unvested RSUs: 22,913. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 16:03 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 4,220 | $99.51 | $419,932.20 |
DisclosureSEC source: 0001127602-17-021295 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,375 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.50 to $99.55, inclusive. The reporting person undertakes to provide Tech Data Corporation, any security holder of Tech Data Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. F2 · balance_after: Direct: 13,508, unvested RSUs: 17,867. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 16:11 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 5,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013167 · form4.xml · nonDerivative · entry 2 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,595 F2 · shares: Restricted stock unit grant which represents a contigent right to receive one share of Tech Data Corporation common stock for each vested unit. The restricted stock units vest 100% on the third grant date anniversary. F3 · balance_after: Direct: 17,728, unvested RSUs: 17,867. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 16:11 UTC | TECH DATA CORP TECD · Entity 148100 | GrantCommon Stock | 4,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013167 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,097 F1 · shares: Restricted stock unit award which represents a contingent right to receive one share of Tech Data Corporation common stock for each vested unit. The restricted stock units vest 25% on the first and second grant date anniversaries and 50% on the third grant date anniversary. Read SEC document |
| March 27, 2017 Filed Mar 28, 2017 16:51 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 517 | $91.11 | $47,103.87 |
DisclosureSEC source: 0001127602-17-013037 · form4.xml · nonDerivative · entry 2 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,383 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 17,728, unvested RSUs: 7,655. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 16:51 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 491 | $92.17 | $45,255.47 |
DisclosureSEC source: 0001127602-17-013037 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,900 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 16:17 UTC | TECH DATA CORP TECD · Entity 148100 | Tax withholdingCommon Stock | 378 | $91.87 | $34,726.86 |
DisclosureSEC source: 0001127602-17-012821 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Exec VP, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,391 F1 · kind: Withholding of shares for payment of tax liability on settlement of Restricted Stock Units ("RSUs"). F2 · balance_after: Direct: 15,054, unvested RSUs: 11,337. Read SEC document |
| November 25, 2016 Filed Nov 28, 2016 16:02 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 715 | $86.64 | $61,948.46 |
DisclosureSEC source: 0001127602-16-068478 · form4.xml · nonDerivative · entry 2 Tonnison John A · CIK 0001481944 · Executive Vice President/CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,769 F1 · balance_after: Direct: 14,076, unvested RSUs: 12,693. Read SEC document |
| November 25, 2016 Filed Nov 28, 2016 16:02 UTC | TECH DATA CORP TECD · Entity 148100 | SaleCommon Stock | 1,800 | $86.48 | $155,656.62 |
DisclosureSEC source: 0001127602-16-068478 · form4.xml · nonDerivative · entry 1 Tonnison John A · CIK 0001481944 · Executive Vice President/CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,484 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.