Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J&J SNACK FOODS CORPJJSF · Entity 4643 | Chief Financial Officer | November 16, 2024 | November 18, 2024 |
| WD 40 COWDFC · Entity 4262 | Director | February 18, 2026 | February 19, 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.
J&J SNACK FOODS CORP
Report date November 16, 2024 · Filed November 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 4,873 |
Last balance in matching sequence
After 2024-11-17 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-11-16 · Tax withholding · Disposed 108 · Balance 4,970 F1: On November 16, 2022, 1,320 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the second tranche of the Award. F2: Represents the closing price on the last trading day immediately preceding the date of vesting, November 15, 2024. F3: Includes 511 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase. Row 2 · 2024-11-17 · Tax withholding · Disposed 97 · Balance 4,873 F4: On November 17, 2023, 1,188 service share units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the first tranche of the Award. F2: Represents the closing price on the last trading day immediately preceding the date of vesting, November 15, 2024. F3: Includes 511 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 16, 2022, 1,320 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the second tranche of the Award.
F2: Represents the closing price on the last trading day immediately preceding the date of vesting, November 15, 2024.
F3: Includes 511 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase.
F4: On November 17, 2023, 1,188 service share units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the first tranche of the Award.
WD 40 CO
Report date February 18, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 515 |
Reported balance
After 2026-02-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 515 · Balance 515 F1: Reporting person was appointed as a director to Issuer's Board of Directors effective February 18, 2026. Acquisition reported represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on June 16, 2025. This RSU award, which was granted effective February 18, 2026 and had an aggregate fair market value of approximately $125,000 on such date, is the non-elective portion of annual director compensation and vests upon grant. F2: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person was appointed as a director to Issuer's Board of Directors effective February 18, 2026. Acquisition reported represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on June 16, 2025. This RSU award, which was granted effective February 18, 2026 and had an aggregate fair market value of approximately $125,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.
F2: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| February 18, 2026 Filed Feb 19, 2026 23:07 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000105132-26-000020 · form4.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515 F1 · price: Reporting person was appointed as a director to Issuer's Board of Directors effective February 18, 2026. Acquisition reported represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on June 16, 2025. This RSU award, which was granted effective February 18, 2026 and had an aggregate fair market value of approximately $125,000 on such date, is the non-elective portion of annual director compensation and vests upon grant. F2 · balance_after: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock. Read SEC document |
| November 17, 2024 Filed Nov 18, 2024 23:39 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock, no par value | 97 | $161.77 | $15,691.69 |
DisclosureSEC source: 0001437749-24-035669 · rdgdoc.xml · nonDerivative · entry 2 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,873 F4 · shares: On November 17, 2023, 1,188 service share units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the first tranche of the Award. F2 · price: Represents the closing price on the last trading day immediately preceding the date of vesting, November 15, 2024. F3 · balance_after: Includes 511 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase. Read SEC document |
| November 16, 2024 Filed Nov 18, 2024 23:39 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock, no par value | 108 | $161.77 | $17,471.16 |
DisclosureSEC source: 0001437749-24-035669 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,970 F1 · shares: On November 16, 2022, 1,320 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the second tranche of the Award. F2 · price: Represents the closing price on the last trading day immediately preceding the date of vesting, November 15, 2024. F3 · balance_after: Includes 511 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase. Read SEC document |
| November 10, 2024 Filed Nov 12, 2024 21:30 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock, no par value | 105 | $176.90 | $18,574.50 |
DisclosureSEC source: 0001437749-24-034571 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,078 F1 · shares: On November 10, 2021, 1,290 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the third tranche of the Award. F2 · balance_after: Includes 511 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 22:40 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | GrantCommon stock, no par value | 1,188 | $168.39 | $200,047.32 |
DisclosureSEC source: 0001437749-23-032658 · rdgdoc.xml · nonDerivative · entry 2 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,028 F3 · shares: On November 17, 2023, 1,188 restricted stock units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award with such units vesting equally on the first, second and third anniversaries of the grant date. F2 · balance_after: Includes 356 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan. F2 · ownership.direct: Includes 356 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 22:40 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon stock, no par value | 108 | $160.83 | $17,369.64 |
DisclosureSEC source: 0001437749-23-032658 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,840 F1 · shares: On November 16, 2022 1,320 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. This represents shares sold to cover taxes associated with the vesting of the first tranche. F2 · balance_after: Includes 356 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan. F2 · ownership.direct: Includes 356 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 21:32 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock, no par value | 105 | $160.03 | $16,803.15 |
DisclosureSEC source: 0001437749-23-032004 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,948 F1 · shares: On November 10, 2021, 1,290 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the second tranche of the Award. F2 · balance_after: Includes 356 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase. Read SEC document |
| October 20, 2023 Filed Oct 24, 2023 20:32 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock, no par value | 129 | $151.84 | $19,587.36 |
DisclosureSEC source: 0001437749-23-028852 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,053 F1 · shares: 1,579 restricted shares were issued to Mr. Plunk pursuant to an October 20, 2020 Inducement Restricted Stock Award Agreement with such shares vesting over three (3) years in equal installments on October 20, 2021, October 20, 2022 and October 20, 2023. Theres shares were withheld to cover taxes associated with the final vesting. F2 · balance_after: This represents the total number of shares held as of October 20, 2023 and includes an additional 156 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan since Mr. Plunk's last filing. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:28 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | GrantCommon stock, no par value | 1,320 | $151.55 | $200,046.00 |
DisclosureSEC source: 0001437749-22-027653 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,026 F1 · shares: On November 16, 2022 1,320 service share units were issued to the Reporting Person pursuant to a Service Share Unit Award with such shares vesting equally on the first, second and third anniversaries of the grant date. F2 · ownership.direct: Includes 200 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 21:17 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon stock, no par value | 105 | $142.50 | $14,962.50 |
DisclosureSEC source: 0001437749-22-027286 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706 F1 · shares: On November 10, 2021, 1,290 service share units were issued pursuant to a Service Share Unit Award with such shares vesting over three (3) years in equal installments on November 10, 2022, November 10, 2023 and November 10, 2024. These shares were withheld to cover taxes associated with vesting of the first tranche. F2 · balance_after: Includes 200 shares purchased through the J & J Snack Foods Corp. 1996 Employee Stock Purchase Plan. Read SEC document |
| October 20, 2022 Filed Oct 24, 2022 20:16 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock | 129 | $135.98 | $17,541.42 |
DisclosureSEC source: 0001437749-22-024618 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,611 F1 · shares: 1,579 restricted shares were issued to Mr. Plunk pursuant to an October 20, 2020 Inducement Restricted Stock Award Agreement with such shares vesting over three (3) years in equal installments on October 20, 2021, October 20, 2022 and October 20, 2023. These shares were withheld to cover taxes associated with the second vesting on October 20, 2022. Read SEC document |
| November 10, 2021 Filed Jan 26, 2022 21:16 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | GrantCommon Stock, no par value | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001696 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,869 F1 · balance_after: 1,290 service shares units were issued pursuant to a Service Share Unit Award with such shares vesting over a three (3) years in equal installments on November 10, 2022, November 10, 2023 and November 10, 2024. Common stock will be issued to the Reporting Person upon the vesting of the service share units awarded to the Reporting Person. F2 · balance_after: 1,579 shares were issued pursuant to an Inducement Restricted Stock Award Agreement with such shares vesting over three (3) years in equal installments on October 20, 2021, October 20, 2022, and October 20, 2023. Read SEC document |
| October 20, 2021 Filed Oct 24, 2022 20:19 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon Stock | 129 | $147.30 | $19,001.70 |
DisclosureSEC source: 0001437749-22-024617 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 F1 · shares: 1,579 restricted shares were issued to Mr. Plunk pursuant to an October 20, 2020 Inducement Restricted Stock Award Agreement with such shares vesting over three (3) years in equal installments on October 20, 2021, October 20, 2022 and October 20, 2023. These shares were withheld to cover taxes associated with the first vesting on October 20, 2021. F2 · balance_after: This represents the total number of shares held as of October 20, 2021 after the reported transaction. Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 14:07 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | GrantCommon stock, no par value | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-021453 · rdgdoc.xml · nonDerivative · entry 1 Plunk Ken Allen · CIK 0001826410 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,579 F1 · balance_after: The shares were issued pursuant to an Inducement Restricted Stock Award Agreement with such shares vesting over three (3) years in equal installments on October 20, 2021, October 20, 2022, and October 20, 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.