Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Murphy USA Inc.MUSA · Entity 1923 | SVP Asset Development | February 11, 2026 | February 13, 2026 |
| Sweetgreen, Inc.SG · Entity 5144 | Chief Development Officer | November 16, 2023 | November 20, 2023 |
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.
Murphy USA Inc.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $380.92 · Expires 2033-02-11 | Direct | 961 |
Reported balance
After 2026-02-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 961 · Balance 961 F1: Awarded under the 2023 Omnibus Incentive Plan F2: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 1,082 |
Reported balance
After 2026-02-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-11 · Grant · Acquired 582 · Balance 1,082 F1: Awarded under the 2023 Omnibus Incentive Plan F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 542.352 |
Reported balance
After 2026-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-11 · Grant · Acquired 291 · Balance 542.352 F1: Awarded under the 2023 Omnibus Incentive Plan F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F4: Includes dividend equivalent units accrued with respect to the underlying RSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,381.352 |
Reported balance
After 2026-02-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-11 · Grant · Acquired 1,839 · Balance 2,381.352 F1: Awarded under the 2023 Omnibus Incentive Plan F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F4: Includes dividend equivalent units accrued with respect to the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Awarded under the 2023 Omnibus Incentive Plan
F2: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date.
F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date.
F4: Includes dividend equivalent units accrued with respect to the underlying RSUs.
Sweetgreen, Inc.
Report date November 16, 2023 · Filed November 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 118,435 |
Reported balance
After 2023-11-16 transaction · row 1
1 source rowRow 1 · 2023-11-16 · Sale · Disposed 6,349 · Balance 118,435 F1: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.99 to $10.09. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.99 to $10.09. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range 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 |
|---|---|---|---|---|---|---|
| February 11, 2026 Filed Feb 13, 2026 17:40 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001573516-26-000054 · form4.xml · derivative · entry 4 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,381.352 Underlying: Common Stock · 1,839 shares Expires not disclosed F1 · security: Awarded under the 2023 Omnibus Incentive Plan F3 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F4 · balance_after: Includes dividend equivalent units accrued with respect to the underlying RSUs. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 17:40 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0001573516-26-000054 · form4.xml · derivative · entry 3 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 542.352 Underlying: Common Stock · 291 shares Expires not disclosed F1 · security: Awarded under the 2023 Omnibus Incentive Plan F3 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F4 · balance_after: Includes dividend equivalent units accrued with respect to the underlying RSUs. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 17:40 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantPerformance Stock Unit · Derivative | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001573516-26-000054 · form4.xml · derivative · entry 2 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,082 Underlying: Common Stock · 582 shares Expires not disclosed F1 · security: Awarded under the 2023 Omnibus Incentive Plan F3 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 17:40 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantStock Option · Derivative | 961 | $0.00 Strike: $380.92 | $0.00 |
DisclosureSEC source: 0001573516-26-000054 · form4.xml · derivative · entry 1 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 961 Underlying: Common Stock · 961 shares Expires 2033-02-11 F1 · security: Awarded under the 2023 Omnibus Incentive Plan F2 · derivative.exercise_date: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 16:01 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004861 · form4.xml · derivative · entry 3 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 250 shares Expires not disclosed F1 · security: Awarded under the 2023 Omnibus Incentive Plan F3 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 16:01 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantPerformance Stock Unit · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004861 · form4.xml · derivative · entry 2 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 shares Expires not disclosed F1 · security: Awarded under the 2023 Omnibus Incentive Plan F3 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 16:01 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantStock Option · Derivative | 700 | $0.00 Strike: $492.22 | $0.00 |
DisclosureSEC source: 0001127602-25-004861 · form4.xml · derivative · entry 1 McPhail James · CIK 0001886253 · SVP Asset Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700 Underlying: Common Stock · 700 shares Expires 2032-02-12 F1 · security: Awarded under the 2023 Omnibus Incentive Plan F2 · derivative.exercise_date: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 16:36 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 6,349 | $10.09 | $64,061.41 |
DisclosureSEC source: 0001209191-23-056077 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,435 F1 · shares: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.99 to $10.09. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2023 Filed Sep 11, 2023 20:41 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 6,323 | $13.39 | $84,664.97 |
DisclosureSEC source: 0001209191-23-049040 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,784 F1 · shares: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 18:29 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 11,000 | $14.76 | $162,360.00 |
DisclosureSEC source: 0001209191-23-044293 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,107 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.68 to $14.85. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 16, 2023 Filed May 17, 2023 17:55 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 6,326 | $9.46 | $59,843.96 |
DisclosureSEC source: 0001209191-23-030337 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,107 F1 · shares: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. Read SEC document |
| February 21, 2023 Filed May 5, 2023 17:26 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 35,714 | $0.00 Strike: $9.36 | $0.00 |
DisclosureSEC source: 0001209191-23-027802 · doc4.xml · derivative · entry 2 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,714 Underlying: Class A Common Stock · 35,714 shares Expires 2033-02-20 F2 · derivative.exercise_date: The shares subject to the option vest as follows measured from February 15, 2023: (i) 5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 21, 2023 Filed May 5, 2023 17:26 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027802 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,433 F1 · shares: Represents the grant of restricted stock units ("RSUs") that vest as follows measured from February 15, 2023: (i) 5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 18:23 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 7,067 | $9.83 | $69,468.61 |
DisclosureSEC source: 0001209191-23-011358 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,433 F1 · shares: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.69 to $9.83. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 16:27 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 6,174 | $13.50 | $83,343.44 |
DisclosureSEC source: 0001628280-22-030440 · wf-form4_166880680697120.xml · nonDerivative · entry 2 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,500 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2021, as modified on August 12, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.31 to $13.73. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 16:27 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 6,326 | $14.60 | $92,355.80 |
DisclosureSEC source: 0001628280-22-030440 · wf-form4_166880680697120.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,674 F1 · kind: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.56 to $14.60. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 26, 2022 Filed Sep 27, 2022 15:03 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 7,275 | $17.73 | $128,955.20 |
DisclosureSEC source: 0001886253-22-000002 · wf-form4_166430541087576.xml · nonDerivative · entry 2 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2021, as modified on August 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.59 to $18.09. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 26, 2022 Filed Sep 27, 2022 15:03 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 17,147 | $17.27 | $296,159.55 |
DisclosureSEC source: 0001886253-22-000002 · wf-form4_166430541087576.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,275 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2021, as modified on August 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.59 to $17.58. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 14:30 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 25,578 | $19.68 | $503,272.73 |
DisclosureSEC source: 0001628280-22-023135 · wf-form4_166076098867683.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,422 F1 · kind: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I F2 · price: The shares were sold at prices ranging from $19.67 to $19.91. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 14 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2031-06-15 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F4 · derivative.exercise_date: 25% of the shares vest on January 1, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 13 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2031-06-15 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F4 · derivative.exercise_date: 25% of the shares vest on January 1, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 87,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 12 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,000 Underlying: Class A Common Stock · 87,000 shares Expires 2029-12-04 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F5 · derivative.exercise_date: 25% of the shares subject to the original option vested on October 21, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 87,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 11 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87,000 shares Expires 2029-12-04 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F5 · derivative.exercise_date: 25% of the shares subject to the original option vested on October 21, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $4.78 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 10 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 75,000 shares Expires 2030-06-29 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F6 · derivative.exercise_date: 25% of the shares subject to the original option vested on June 30, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $4.78 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 9 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2030-06-29 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F6 · derivative.exercise_date: 25% of the shares subject to the original option vested on June 30, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherClass A Common Stock | 213,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · nonDerivative · entry 5 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,000 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F3 · balance_after: Includes 200,000 shares subject to RSUs. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherCommon Stock | 213,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · nonDerivative · entry 4 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. Read SEC document |
| October 24, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · nonDerivative · entry 3 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,000 F1 · shares: Represents restricted stock units ("RSUs") that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement will be met upon the consummation of the initial public offering of the Issuer's Class A Common Stock (the "IPO"). The time based vesting requirement will be satisfied with respect to 25% of the shares on August 15, 2022 and with respect to the remainder of the shares in equal quarterly amounts over the following 36 months, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| July 21, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 8 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,000 Underlying: Common Stock · 8,000 shares Expires 2029-12-04 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: 25% of the shares subject to the original option vested on October 21, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| July 21, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 8,000 | $7.77 | $62,160.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · nonDerivative · entry 2 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 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 23, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 7 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Stock · 5,000 shares Expires 2029-12-04 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: 25% of the shares subject to the original option vested on October 21, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| June 23, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 5,000 | $7.77 | $38,850.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · nonDerivative · entry 1 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 16, 2021 Filed Nov 23, 2021 18:07 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066582 · doc4.xml · derivative · entry 6 McPhail James · CIK 0001886253 · Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2031-06-15 F4 · derivative.exercise_date: 25% of the shares vest on January 1, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting 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.