Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| National Vision Holdings, Inc.EYE · Entity 1716 | SVP, Chief Stores Officer | May 03, 2022 | May 05, 2022 |
| SYSCO CORPSYY · Entity 2003 | SVP | January 01, 2026 | January 09, 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.
National Vision Holdings, Inc.
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,804 |
Ending reported balance
After 2022-05-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-03 · Exercise / conversion · Acquired 2,239 · Balance 4,478 F1: Each restricted stock unit represents a contingent right to receive one share of NVHI common stock. Row 2 · 2022-05-03 · Tax withholding · Disposed 674 · Balance 3,804 F2: On May 3, 2022, 2,239 restricted stock units vested and 674 shares of the Company's common stock were withheld to satisfy tax withholding obligations. The closing price on May 3, 2022 of the Company's common stock on NASDAQ was $37.71 per share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,307 |
Reported balance
After 2022-05-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-03 · Exercise / conversion · Disposed 2,239 · Balance 10,307 F1: Each restricted stock unit represents a contingent right to receive one share of NVHI common stock. F3: On May 3, 2021, the reporting person was granted 3,359 restricted stock units, which will vest in two installments, with 2,239 shares vesting on the first anniversary of the grant date and 1,120 shares vesting on the second anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of NVHI common stock.
F2: On May 3, 2022, 2,239 restricted stock units vested and 674 shares of the Company's common stock were withheld to satisfy tax withholding obligations. The closing price on May 3, 2022 of the Company's common stock on NASDAQ was $37.71 per share.
F3: On May 3, 2021, the reporting person was granted 3,359 restricted stock units, which will vest in two installments, with 2,239 shares vesting on the first anniversary of the grant date and 1,120 shares vesting on the second anniversary of the grant date.
SYSCO CORP
Report date January 01, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,947.623 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 18,947.623 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.22 · Expires 2032-08-31 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-01-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Stock options granted on 09/01/2022 and became exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2033-08-09 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-01-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: Stock options granted on 08/10/2023 and become/became exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $76.54 · Expires 2034-08-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-01-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: Stock options granted on 08/21/2024 and become/became exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $80.98 · Expires 2035-08-20 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-01-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F4: Stock options granted on 08/21/2025 and become exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options granted on 09/01/2022 and became exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date.
F2: Stock options granted on 08/10/2023 and become/became exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date.
F3: Stock options granted on 08/21/2024 and become/became exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date.
F4: Stock options granted on 08/21/2025 and become exercisable with respect to 33.3% of the total number of originally issued options on each of the first three anniversaries of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 03, 2022 Filed May 5, 2022 20:36 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | Exercise / conversionRestricted Stock Units · Derivative | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001857010-22-000004 · wf-form4_165178296982991.xml · derivative · entry 3 Francis Roger F. · CIK 0001857010 · SVP, Chief Stores Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,307 Underlying: Common Stock · 2,239 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of NVHI common stock. F3 · derivative.exercise_date: On May 3, 2021, the reporting person was granted 3,359 restricted stock units, which will vest in two installments, with 2,239 shares vesting on the first anniversary of the grant date and 1,120 shares vesting on the second anniversary of the grant date. F3 · derivative.expiration_date: On May 3, 2021, the reporting person was granted 3,359 restricted stock units, which will vest in two installments, with 2,239 shares vesting on the first anniversary of the grant date and 1,120 shares vesting on the second anniversary of the grant date. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:36 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | Tax withholdingCommon Stock | 674 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001857010-22-000004 · wf-form4_165178296982991.xml · nonDerivative · entry 2 Francis Roger F. · CIK 0001857010 · SVP, Chief Stores Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,804 F2 · price: On May 3, 2022, 2,239 restricted stock units vested and 674 shares of the Company's common stock were withheld to satisfy tax withholding obligations. The closing price on May 3, 2022 of the Company's common stock on NASDAQ was $37.71 per share. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:36 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | Exercise / conversionCommon Stock | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001857010-22-000004 · wf-form4_165178296982991.xml · nonDerivative · entry 1 Francis Roger F. · CIK 0001857010 · SVP, Chief Stores Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,478 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 · price: Each restricted stock unit represents a contingent right to receive one share of NVHI common stock. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:42 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantRestricted Stock Units · Derivative | 9,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001857010-22-000002 · wf-form4_164643010095440.xml · derivative · entry 1 Francis Roger F. · CIK 0001857010 · SVP, Chief Stores Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Underlying: Common Stock · 9,187 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of NVHI common stock. F2 · derivative.exercise_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:34 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantStock Option (Right to Buy) · Derivative | 6,685 | $0.00 Strike: $52.11 | $0.00 |
DisclosureSEC source: 0001857010-21-000004 · wf-form4_162024687453526.xml · derivative · entry 2 Francis Roger F. · CIK 0001857010 · SVP, Chief Stores Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,685 Underlying: Common Stock · 6,685 shares Expires 2031-05-03 F3 · derivative.exercise_date: The option vests in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:34 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantRestricted Stock Units · Derivative | 3,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001857010-21-000004 · wf-form4_162024687453526.xml · derivative · entry 1 Francis Roger F. · CIK 0001857010 · SVP, Chief Stores Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,359 Underlying: Common Stock · 3,359 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a continent right to receive one share of NVHI common stock. F2 · derivative.exercise_date: The restricted stock units will vest in two installments, with 2,217 shares vesting on the first anniversary of the grant date and 1,142 shares vesting on the second anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units will vest in two installments, with 2,217 shares vesting on the first anniversary of the grant date and 1,142 shares vesting on the second anniversary 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.