Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARZETTI COMZTI · Entity 4222 | Director | January 05, 2026 | January 07, 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.
MARZETTI CO
Report date January 05, 2026 · Filed January 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 245,652 |
Reported balance
After 2026-01-05 transaction · row 1
1 source rowRow 1 · 2026-01-05 · Gift · Disposed 230 · Balance 245,652 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 53,273 |
Reported balance
Holding disclosure · report date 2026-01-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 53,273 F1: The reporting person disclaims beneficial ownership of the reported securities. |
| Common StockSEC Table I · non-derivative | IndirectRobert Fox Family Exempt Trust | 8,599 |
Reported balance
Holding disclosure · report date 2026-01-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,599 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of the reported securities.
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 05, 2026 Filed Jan 7, 2026 20:15 UTC | MARZETTI CO MZTI · Entity 4222 | GiftCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000449 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,652 Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:56 UTC | MARZETTI CO MZTI · Entity 4222 | GrantRestricted Stock Units · Derivative | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009401 · doc4.xml · derivative · entry 4 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 786 Underlying: Common Stock · 786 shares Expires 2026-11-11 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:56 UTC | MARZETTI CO MZTI · Entity 4222 | GiftCommon Stock | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009401 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,882 Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 23:33 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-009745 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,702 Read SEC document |
| April 22, 2024 Filed Jul 23, 2024 21:31 UTC | MARZETTI CO LANC · Entity 4222 | OtherCommon Stock | 39,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-007549 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Robert W. Fox Trust Disclosed balance after: 0 F1 · kind: The reporting person is the trustee of the Robert W. Fox Trust, of which his son is the beneficiary. On April 22, 2024, the reporting person caused the trust to distribute 39,199 shares of LANC common stock to the beneficiary of the trust. The reporting person disclaims beneficial ownership of the securities held by the trust. F2 · ownership.nature: The reporting person disclaims beneficial ownership of the reported securities. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 20:23 UTC | MARZETTI CO LANC · Entity 4222 | GiftCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004660 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,028 Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 11:00 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010154 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,208 Read SEC document |
| June 15, 2023 Filed Jun 15, 2023 23:24 UTC | MARZETTI CO LANC · Entity 4222 | GiftCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006870 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,513 Read SEC document |
| December 05, 2022 Filed Dec 16, 2022 18:39 UTC | MARZETTI CO LANC · Entity 4222 | OtherCommon Stock | 39,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012871 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Elizabeth H. Fox Trust Disclosed balance after: 0 F1 · kind: The reporting person is the trustee of the Elizabeth H. Fox Trust, of which his daughter is the beneficiary. On December 5, 2022, the reporting person caused the trust to distribute 39,199 shares of LANC common stock to the beneficiary of the trust. The reporting person disclaims beneficial ownership of the securities held by the trust. F2 · ownership.nature: The reporting person disclaims beneficial ownership of the reported securities. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011638 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,683 Read SEC document |
| May 14, 2022 Filed May 20, 2022 21:39 UTC | MARZETTI CO LANC · Entity 4222 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007246 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,118 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:03 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013834 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,318 Read SEC document |
| December 16, 2020 Filed Dec 31, 2020 13:30 UTC | MARZETTI CO LANC · Entity 4222 | GiftCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-015139 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,702 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 16:31 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 579 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013506 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,722 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:10 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014552 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,143 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 21:39 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015626 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,533 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 00:36 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017437 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,006 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 23:19 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042132 · doc4.xml · nonDerivative · entry 1 FOX ROBERT L · CIK 0001220940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,235 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.