Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | Director · President and CEO | March 23, 2026 | March 25, 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.
Grocery Outlet Holding Corp.
Report date March 23, 2026 · Filed March 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 687,174 |
Ending reported balance
After 2026-03-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-23 · Purchase · Acquired 110,252 · Balance 684,618 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.32 to $6.36, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Row 2 · 2026-03-24 · Purchase · Acquired 2,556 · Balance 687,174 F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.675 to $6.6797, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.32 to $6.36, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.675 to $6.6797, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
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 24, 2026 Filed Mar 25, 2026 16:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 2,556 | $6.68 | $17,074.08 |
DisclosureSEC source: 0002055884-26-000006 · wk-form4_1774469729.xml · nonDerivative · entry 2 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687,174 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.675 to $6.6797, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 16:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 110,252 | $6.35 | $700,100.20 |
DisclosureSEC source: 0002055884-26-000006 · wk-form4_1774469729.xml · nonDerivative · entry 1 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 684,618 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.32 to $6.36, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 18:02 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 286,097 | $5.90 | $1,687,972.30 |
DisclosureSEC source: 0002055884-26-000004 · wk-form4_1774044133.xml · nonDerivative · entry 1 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,366 Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 16:24 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantPerformance Stock Unit · Derivative | 280,761 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001771515-26-000032 · wk-form4_1773692667.xml · derivative · entry 2 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,761 Underlying: Common Stock · 280,761 shares Expires not disclosed F2 · derivative.exercise_price: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. F2 · price: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. F2 · derivative.exercise_date: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. F2 · derivative.expiration_date: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 16:24 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 187,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-26-000032 · wk-form4_1773692667.xml · nonDerivative · entry 1 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,269 F1 · shares: Represents 187,174 restricted stock units ("RSUs") granted on March 12, 2026 to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest in three equal installments on March 1 of each of 2027, 2028 and 2029, subject to the reporting person's completion of each 12 month period of service through such vesting dates. Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 19:41 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 67,397 | $5.84 | $393,598.48 |
DisclosureSEC source: 0002055884-26-000001 · wk-form4_1773186106.xml · nonDerivative · entry 1 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,095 F1 · shares: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 19:22 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 371,025 | $0.00 Strike: $11.87 | $0.00 |
DisclosureSEC source: 0001771515-25-000043 · wk-form4_1741134114.xml · derivative · entry 3 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,025 Underlying: Common Stock · 371,025 shares Expires 2035-02-28 F3 · derivative.exercise_date: Represents 371,025 stock options granted on February 28, 2025, which vest in three equal installments on March 1 of each of 2026, 2027 and 2028, subject to the reporting person's completion of each 12 month period of service through such vesting dates. Does not include up to an additional 176,917 unvested PSUs at target achievement (or up to an additional 353,834 unvested PSUs at maximum achievement) which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 19:22 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $11.87 | $0.00 |
DisclosureSEC source: 0001771515-25-000043 · wk-form4_1741134114.xml · derivative · entry 2 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2035-02-28 F2 · derivative.exercise_date: Represents stock options granted on February 28, 2025. One-third of the options vest on the third anniversary of the grant date, subject to the reporting person's continued service through such vesting date. The remaining two-thirds of the options are subject to achievement of stock price targets prior to the third anniversary of the grant date, with one-third vesting upon achievement of a stock price equal to 125% of the exercise price and an additional one-third vesting upon achievement of a stock price equal to 150% of the exercise price; provided, however, that such vested options shall not become exercisable until the third anniversary of the grant date, subject to continued employment. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 19:22 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 168,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-25-000043 · wk-form4_1741134114.xml · nonDerivative · entry 1 Potter Jason J. N. · CIK 0002055884 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,492 F1 · shares: Represents 168,492 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in one tranche on March 1, 2026. 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.