Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COVETRUS, INC.CVET · Entity 123087 | Chief Financial Officer | October 13, 2022 | October 13, 2022 |
| Hyzon Motors Inc.HYZN · Entity 84180 | Director | September 17, 2024 | September 19, 2024 |
| TreeHouse Foods, Inc.THS · Entity 66763 | Chief Financial Officer | March 29, 2019 | April 02, 2019 |
| Trulieve Cannabis Corp.TRUL · Entity 4418 | Director | March 13, 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.
COVETRUS, INC.
Report date October 13, 2022 · Filed October 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-13 transaction · row 1
1 source rowRow 1 · 2022-10-13 · Disposition to issuer · Disposed 95,079 · Balance 0 F1: In connection with the merger of Corgi Merger Sub, Inc. ("Merger Sub") with and into the Issuer (the "Merger") pursuant to that certain Agreement and Plan of Merger, dated as of May 24, 2022, as amended from time to time, by and among the Issuer, Corgi Bidco, Inc. and Merger Sub, Inc. ("Merger Agreement"), shares of common stock, par value $0.01 per share, of the Issuer (the "Shares" and each a "Share"), were converted into the right to receive $21.00 per Share in cash, without interest (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-10-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-13 · Disposition to issuer · Disposed 53,075 · Balance 0 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F3: Pursuant to the Merger Agreement, outstanding RSUs vested (to the extent unvested) and were terminated and cancelled in exchange for the right to receive a lump sum cash payment equal to (x) the number of Shares underlying such RSUs immediately prior to the effective time of the Merger, multiplied by (y) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the merger of Corgi Merger Sub, Inc. ("Merger Sub") with and into the Issuer (the "Merger") pursuant to that certain Agreement and Plan of Merger, dated as of May 24, 2022, as amended from time to time, by and among the Issuer, Corgi Bidco, Inc. and Merger Sub, Inc. ("Merger Agreement"), shares of common stock, par value $0.01 per share, of the Issuer (the "Shares" and each a "Share"), were converted into the right to receive $21.00 per Share in cash, without interest (the "Merger Consideration").
F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof.
F3: Pursuant to the Merger Agreement, outstanding RSUs vested (to the extent unvested) and were terminated and cancelled in exchange for the right to receive a lump sum cash payment equal to (x) the number of Shares underlying such RSUs immediately prior to the effective time of the Merger, multiplied by (y) the Merger Consideration.
Hyzon Motors Inc.
Report date September 17, 2024 · Filed September 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,656 |
Reported balance
After 2024-09-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-09-17 · Grant · Acquired 12,656 · Balance 12,656 F2: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Hyzon Motors, Inc. Class A Common Stock. F3: The RSUs were granted on September 17, 2024 and will vest 100% on the first anniversary of the award, subject to the Reporting Person's continued service with the Issuer. |
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 2,036 |
Reported balance
Holding disclosure · report date 2024-09-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,036 F1: The number of shares beneficially owned reflects the 1-for-50 reverse stock split effected September 11, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares beneficially owned reflects the 1-for-50 reverse stock split effected September 11, 2024.
F2: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Hyzon Motors, Inc. Class A Common Stock.
F3: The RSUs were granted on September 17, 2024 and will vest 100% on the first anniversary of the award, subject to the Reporting Person's continued service with the Issuer.
TreeHouse Foods, Inc.
Report date March 29, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,985 |
Ending reported balance
After 2019-03-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-03-29 · Exercise / conversion · Acquired 6,110 · Balance 10,730 F1: Settlement of restricted stock units into shares of common stock. Row 2 · 2019-03-29 · Tax withholding · Disposed 1,791 · Balance 8,939 F2: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. Row 3 · 2019-03-31 · Exercise / conversion · Acquired 1,480 · Balance 10,419 F1: Settlement of restricted stock units into shares of common stock. Row 4 · 2019-03-31 · Tax withholding · Disposed 434 · Balance 9,985 F2: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,380 |
Reported balance
After 2019-03-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-29 · Grant · Acquired 12,380 · Balance 12,380 F3: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F4: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,220 |
Reported balance
After 2019-03-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-29 · Exercise / conversion · Disposed 6,110 · Balance 12,220 F3: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F1: Settlement of restricted stock units into shares of common stock. F5: The grant date of the restricted stock units is March 29, 2018. The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,480 |
Reported balance
After 2019-03-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-03-31 · Exercise / conversion · Disposed 1,480 · Balance 1,480 F3: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F1: Settlement of restricted stock units into shares of common stock. F6: The grant date of the restricted stock units is March 31, 2017. The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of restricted stock units into shares of common stock.
F2: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units.
F3: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc.
F4: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date.
F5: The grant date of the restricted stock units is March 29, 2018. The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date.
F6: The grant date of the restricted stock units is March 31, 2017. The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date.
Trulieve Cannabis Corp.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 34,767 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 23,438 · Balance 34,767 F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. ("Trulieve") subordinate voting share. The RSUs will vest on the earliest of (i) the end of the reporting person's service on the board of directors of Trulieve, (ii) a change of control of Trulieve, or (iii) December 1, 2032. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. ("Trulieve") subordinate voting share. The RSUs will vest on the earliest of (i) the end of the reporting person's service on the board of directors of Trulieve, (ii) a change of control of Trulieve, or (iii) December 1, 2032.
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 |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Oct 10, 2018 01:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionRestricted Stock Unit · Derivative | 1,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-012421 · wf-form4_153913516625731.xml · derivative · entry 6 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,686 Underlying: Common Stock · 1,344 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F4 · derivative.exercise_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| December 31, 2017 Filed Oct 10, 2018 01:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionRestricted Stock Unit · Derivative | 1,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-012421 · wf-form4_153913516625731.xml · derivative · entry 5 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,366 Underlying: Common Stock · 1,184 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F4 · derivative.exercise_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| December 31, 2017 Filed Oct 10, 2018 01:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Tax withholdingCommon Stock | 418 | $49.46 | $20,674.28 |
DisclosureSEC source: 0001628280-18-012421 · wf-form4_153913516625731.xml · nonDerivative · entry 4 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,805 F2 · kind: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. Read SEC document |
| December 31, 2017 Filed Oct 10, 2018 01:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionCommon Stock | 1,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-012421 · wf-form4_153913516625731.xml · nonDerivative · entry 3 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,223 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. F1 · kind: Settlement of restricted stock units into shares of common stock. Read SEC document |
| December 31, 2017 Filed Oct 10, 2018 01:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Tax withholdingCommon Stock | 369 | $49.46 | $18,250.74 |
DisclosureSEC source: 0001628280-18-012421 · wf-form4_153913516625731.xml · nonDerivative · entry 2 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879 F2 · kind: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. Read SEC document |
| December 31, 2017 Filed Oct 10, 2018 01:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionCommon Stock | 1,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-012421 · wf-form4_153913516625731.xml · nonDerivative · entry 1 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248 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. F1 · kind: Settlement of restricted stock units into shares of common stock. Read SEC document |
| March 31, 2017 Filed Apr 5, 2017 21:43 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 19,470 | $0.00 Strike: $84.66 | $0.00 |
DisclosureSEC source: 0001209191-17-025788 · doc4.xml · derivative · entry 2 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,470 Underlying: Common Stock · 19,470 shares Expires 2027-03-31 F2 · date: This Form 4 is being filed late due to inadvertent administrative error. F4 · derivative.exercise_date: The stock options shall vest in approximately three equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 31, 2017 Filed Apr 5, 2017 21:43 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 4,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025788 · doc4.xml · derivative · entry 1 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,440 Underlying: Common Stock · 4,440 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F2 · date: This Form 4 is being filed late due to inadvertent administrative error. F3 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:01 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 3,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001123 · doc4.xml · derivative · entry 3 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,580 Underlying: Common Stock · 3,550 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F3 · derivative.exercise_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:01 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 4,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001123 · doc4.xml · derivative · entry 2 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,030 Underlying: Common Stock · 4,030 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F3 · derivative.exercise_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: The restricted stock units vest and settle in common stock of TreeHouse Foods, Inc. in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:01 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantNon-qualified Stock Option (right to buy) · Derivative | 13,240 | $0.00 Strike: $72.19 | $0.00 |
DisclosureSEC source: 0001209191-17-001123 · doc4.xml · derivative · entry 1 Foulston Matthew J. · CIK 0001626839 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,240 Underlying: Common Stock · 13,240 shares Expires 2026-12-31 F1 · derivative.exercise_date: The stock options vest in three approximately equal installments on each of the first three anniversaries of the grant date. 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.