Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | EVP, Chief Purchasing Officer | March 16, 2026 | March 17, 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 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,171 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Sale · Disposed 4,721 · Balance 120,171 F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of performance stock units previously granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of performance stock units previously granted.
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 22, 2020 Filed Apr 24, 2020 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 34,447 | $0.00 Strike: $7.13 | $0.00 |
DisclosureSEC source: 0000899243-20-011282 · doc4.xml · derivative · entry 6 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,995 Underlying: Common Stock · 34,447 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Represents stock options granted on November 25, 2014 which vested in five equal installments on each of the first five anniversaries of the grant date. Does not include an additional 70,645 stock options with an exercise price of $3.81 which are eligible to vest upon the achievement of certain performance-based vesting conditions.. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 100 | $37.09 | $3,709.00 |
DisclosureSEC source: 0000899243-20-011282 · doc4.xml · nonDerivative · entry 5 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,802 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 8,016 | $36.44 | $292,103.04 |
DisclosureSEC source: 0000899243-20-011282 · doc4.xml · nonDerivative · entry 4 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,902 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.02 to $36.94, inclusive. The reporting person undertakes to provide to 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 sold at each separate price within the ranges set forth in footnote (4) to this Form 4. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 500 | $37.08 | $18,542.00 |
DisclosureSEC source: 0000899243-20-011282 · doc4.xml · nonDerivative · entry 3 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,918 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.03 to $37.10, inclusive. The reporting person undertakes to provide to 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 sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 33,947 | $36.42 | $1,236,349.74 |
DisclosureSEC source: 0000899243-20-011282 · doc4.xml · nonDerivative · entry 2 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,418 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.00 to $36.95, 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 sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 34,447 | $7.13 | $245,607.11 |
DisclosureSEC source: 0000899243-20-011282 · doc4.xml · nonDerivative · entry 1 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,365 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:33 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,600 | $0.00 Strike: $7.13 | $0.00 |
DisclosureSEC source: 0000899243-20-009726 · doc4.xml · derivative · entry 4 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,442 Underlying: Common Stock · 5,600 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Represents 169,442 stock options remaining from the 241,352 stock options granted on November 25, 2014 which vest in five equal installments on each of the first five anniversaries of the grant date. Does not include an additional 70,645 stock options with an exercise price of $3.81 which are eligible to vest upon the achievement of certain performance-based vesting conditions.. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:33 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 789 | $36.29 | $28,632.81 |
DisclosureSEC source: 0000899243-20-009726 · doc4.xml · nonDerivative · entry 3 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,918 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.03 to $36.47, inclusive. The reporting person undertakes to provide to 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 sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:33 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 5,600 | $36.18 | $202,608.00 |
DisclosureSEC source: 0000899243-20-009726 · doc4.xml · nonDerivative · entry 2 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.00 to $36.62, 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 sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:33 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 5,600 | $7.13 | $39,928.00 |
DisclosureSEC source: 0000899243-20-009726 · doc4.xml · nonDerivative · entry 1 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,307 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 170,708 | $0.00 Strike: $3.81 | $0.00 |
DisclosureSEC source: 0000899243-20-003274 · doc4.xml · derivative · entry 4 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,708 Underlying: Common Stock · 170,708 shares Expires 2024-11-25 F3 · kind: Represents previously granted stock options which were deemed earned and acquired upon the satisfaction of certain performance vesting criteria in connection with the secondary public offering. These stock options are vested and exercisable. Does not include an additional 70,645 stock options which remain eligible to vest upon the achievement of certain performance-based vesting conditions. F3 · derivative.exercise_date: Represents previously granted stock options which were deemed earned and acquired upon the satisfaction of certain performance vesting criteria in connection with the secondary public offering. These stock options are vested and exercisable. Does not include an additional 70,645 stock options which remain eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $7.13 | $0.00 |
DisclosureSEC source: 0000899243-20-003274 · doc4.xml · derivative · entry 3 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,042 Underlying: Common Stock · 40,000 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents the remaining 175,042 stock options from an initial grant of 241,352 stock options granted on November 25, 2014 which vest in five equal installments on each of the first five anniversaries of the grant date. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 40,000 | $31.85 | $1,273,800.00 |
DisclosureSEC source: 0000899243-20-003274 · doc4.xml · nonDerivative · entry 2 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,707 F1 · price: This amount represents the $33.00 secondary public offering price per share of the Common Stock of the Issuer less the underwriting discount of $1.155 per share. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 40,000 | $7.13 | $285,200.00 |
DisclosureSEC source: 0000899243-20-003274 · doc4.xml · nonDerivative · entry 1 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,707 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2020 Filed Jan 25, 2020 02:20 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 26,310 | $0.00 Strike: $7.13 | $0.00 |
DisclosureSEC source: 0000899243-20-002008 · doc4.xml · derivative · entry 4 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,042 Underlying: Common Stock · 26,310 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents 241,352 stock options granted on November 25, 2014 which vest in five equal installments on each of the first five anniversaries of the grant date. Does not include an additional 241,353 stock options with an exercise price of $3.81 which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| January 23, 2020 Filed Jan 25, 2020 02:20 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 6,578 | $36.03 | $237,005.34 |
DisclosureSEC source: 0000899243-20-002008 · doc4.xml · nonDerivative · entry 3 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.00 to $36.16, 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 sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| January 23, 2020 Filed Jan 25, 2020 02:20 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 26,310 | $36.00 | $947,160.00 |
DisclosureSEC source: 0000899243-20-002008 · doc4.xml · nonDerivative · entry 2 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,285 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. Read SEC document |
| January 23, 2020 Filed Jan 25, 2020 02:20 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 26,310 | $7.13 | $187,590.30 |
DisclosureSEC source: 0000899243-20-002008 · doc4.xml · nonDerivative · entry 1 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,595 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 22:55 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 133,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-018008 · doc4.xml · nonDerivative · entry 2 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,285 F1 · price: Upon the completion of the initial public offering of Grocery Outlet Holding Corp. (the "Issuer") on June 24, 2019, all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 22:55 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Disposition to issuerNon-voting common stock | 133,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-018008 · doc4.xml · nonDerivative · entry 1 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Upon the completion of the initial public offering of Grocery Outlet Holding Corp. (the "Issuer") on June 24, 2019, all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. F1 · price: Upon the completion of the initial public offering of Grocery Outlet Holding Corp. (the "Issuer") on June 24, 2019, all shares of the Issuer's non-voting common stock automatically converted into shares of the Issuer's voting common stock on a one-for-one basis. Read SEC document |
| June 24, 2019 Filed Jun 28, 2019 10:05 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 20,000 | $22.00 | $440,000.00 |
DisclosureSEC source: 0000899243-19-018495 · doc4.xml · nonDerivative · entry 1 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,285 F1 · price: Represents shares acquired by Mr. Wilson in a directed share program in connection with Grocery Outlet Holding Corp.'s initial public offering. Read SEC document |
| June 19, 2019 Filed Jun 24, 2019 22:55 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 56,120 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000899243-19-018008 · doc4.xml · derivative · entry 3 Wilson Steven K. · CIK 0001779980 · SVP, Purchasing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,120 Underlying: Common Stock · 56,120 shares Expires 2029-06-19 F2 · kind: Represents stock options previously granted to the reporting person on June 19, 2019. These stock options were already reflected on the reporting person's previously filed Form 3. F3 · derivative.exercise_date: These stock options vest on June 19, 2023. 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.