Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.CPAA · Entity 5563 | Director | July 22, 2019 | July 24, 2019 |
| Simply Good Foods CoSMPL · Entity 4946 | Director | January 28, 2026 | January 30, 2026 |
| Union Acquisition Corp.LTN · Entity 159293 | Director | February 27, 2018 | February 27, 2018 |
| Union Acquisition Corp. IILATNU · Entity 135085 | Director | October 17, 2019 | October 17, 2019 |
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.
Advantage Solutions Inc.
Report date July 22, 2019 · Filed July 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2019-07-22 transaction · row 1
1 source rowRow 1 · 2019-07-22 · Purchase · Acquired 20,000 · Balance 20,000 F1: In connection with the issuer's initial public offering, the Reporting Person acquired 20,000 units, at a price of $10.00 per unit. Each unit consists of one share of Class A common stock of the issuer and one-fourth of one warrant, with each whole warrant exercisable for one share of Class A common stock. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 | Direct | 5,000 |
Reported balance
After 2019-07-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-07-22 · Purchase · Acquired 5,000 · Balance 5,000 F1: In connection with the issuer's initial public offering, the Reporting Person acquired 20,000 units, at a price of $10.00 per unit. Each unit consists of one share of Class A common stock of the issuer and one-fourth of one warrant, with each whole warrant exercisable for one share of Class A common stock. F2: The warrants will become exercisable on the later of (i) 30 days after the completion of the issuer's initial business combination and (ii) twelve months from the closing of the offering. The warrants expire five years after the completion of the issuer's initial business combination or earlier upon redemption in accordance with their terms or liquidation of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the issuer's initial public offering, the Reporting Person acquired 20,000 units, at a price of $10.00 per unit. Each unit consists of one share of Class A common stock of the issuer and one-fourth of one warrant, with each whole warrant exercisable for one share of Class A common stock.
F2: The warrants will become exercisable on the later of (i) 30 days after the completion of the issuer's initial business combination and (ii) twelve months from the closing of the offering. The warrants expire five years after the completion of the issuer's initial business combination or earlier upon redemption in accordance with their terms or liquidation of the issuer.
Simply Good Foods Co
Report date January 28, 2026 · Filed January 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,957 |
Reported balance
After 2026-01-28 transaction · row 1
1 source rowRow 1 · 2026-01-28 · Grant · Acquired 6,500 · Balance 24,957 F1: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date.
Union Acquisition Corp.
Report date February 27, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,000 |
Union Acquisition Corp. II
Report date October 17, 2019 · Filed October 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2019-10-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,000 |
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 |
|---|---|---|---|---|---|---|
| January 28, 2026 Filed Jan 30, 2026 10:17 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001289479-26-000002 · wk-form4_1769786261.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,957 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2025 Filed Sep 9, 2025 16:34 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001289479-25-000004 · wk-form4_1757450074.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,457 F1 · shares: Represents restricted stock units, or RSUs, that are a portion of each non-employee director's annual equity compensation as the issuer transitions the timing of non-employee director annual equity grants to align with the issuer's Annual Meeting. The RSUs vest in full on January 27, 2026. Each RSU represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| September 06, 2024 Filed Sep 9, 2024 16:14 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-24-000069 · wk-form4_1725912874.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,735 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 16:46 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-23-000079 · wk-form4_1694119573.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,908 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 16:55 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-22-000057 · wf-form4_166258413317034.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,137 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| September 06, 2021 Filed Sep 8, 2021 16:48 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 2,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-21-000099 · wf-form4_163113408748737.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,248 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 17:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 2,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-21-000019 · wf-form4_161135360423909.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,436 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 19:36 UTC | Advantage Solutions Inc. CPAA · Entity 5563 | PurchaseWarrants · Derivative | 5,000 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001213900-19-013524 · ownership.xml · derivative · entry 2 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A common Stock · 5,000 shares Expires not disclosed F1 · price: In connection with the issuer's initial public offering, the Reporting Person acquired 20,000 units, at a price of $10.00 per unit. Each unit consists of one share of Class A common stock of the issuer and one-fourth of one warrant, with each whole warrant exercisable for one share of Class A common stock. F2 · derivative.exercise_date: The warrants will become exercisable on the later of (i) 30 days after the completion of the issuer's initial business combination and (ii) twelve months from the closing of the offering. The warrants expire five years after the completion of the issuer's initial business combination or earlier upon redemption in accordance with their terms or liquidation of the issuer. F2 · derivative.expiration_date: The warrants will become exercisable on the later of (i) 30 days after the completion of the issuer's initial business combination and (ii) twelve months from the closing of the offering. The warrants expire five years after the completion of the issuer's initial business combination or earlier upon redemption in accordance with their terms or liquidation of the issuer. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 19:36 UTC | Advantage Solutions Inc. CPAA · Entity 5563 | PurchaseClass A common stock | 20,000 | $10.00 | $200,000.00 |
DisclosureSEC source: 0001213900-19-013524 · ownership.xml · nonDerivative · entry 1 Schena Joseph J · CIK 0001289479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: In connection with the issuer's initial public offering, the Reporting Person acquired 20,000 units, at a price of $10.00 per unit. Each unit consists of one share of Class A common stock of the issuer and one-fourth of one warrant, with each whole warrant exercisable for one share of Class A common stock. 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.