Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beachbody Company, Inc.BODY · Entity 7297 | PRESIDENT & CFO | July 02, 2021 | July 06, 2021 |
| Dine Brands Global, Inc.DIN · Entity 5629 | Director | March 01, 2024 | March 06, 2024 |
| POTBELLY CORPPBPB · Entity 73914 | Director | May 24, 2018 | May 30, 2018 |
| RESOURCES CONNECTION, INC.RGP · Entity 6553 | Director | January 02, 2026 | January 05, 2026 |
| Waitr Holdings Inc.WTRH · Entity 92741 | Director | April 18, 2019 | April 24, 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.
Beachbody Company, Inc.
Report date July 02, 2021 · Filed July 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OPTION (RIGHT TO BUY CLASS A COMMON STOCK)SEC Table II · derivative / convertible security · Conversion / exercise price $9.94 · Expires 2031-07-01 | Direct | 335,967 |
Reported balance
After 2021-07-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-07-02 · Grant · Acquired 335,967 · Balance 335,967 F1: Represents a grant of stock options that vest in increments of 25% on the first four anniversaries of the stock option grant date, subject to continued employment through the vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of stock options that vest in increments of 25% on the first four anniversaries of the stock option grant date, subject to continued employment through the vest date.
Dine Brands Global, Inc.
Report date March 01, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,325.601 |
Reported balance
After 2024-03-01 transaction · row 1
1 source rowRow 1 · 2024-03-01 · Exercise / conversion · Acquired 1,663.475 · Balance 6,325.601 F1: This transaction represents the vesting and settlement of restricted stock units and dividend equivalent rights in shares of common stock of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-01 · Exercise / conversion · Acquired 1,663.475 · Balance 0 F1: This transaction represents the vesting and settlement of restricted stock units and dividend equivalent rights in shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents the vesting and settlement of restricted stock units and dividend equivalent rights in shares of common stock of the Issuer.
POTBELLY CORP
Report date May 24, 2018 · Filed May 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,703 |
Reported balance
Holding disclosure · report date 2018-05-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,703 F1: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date.
RESOURCES CONNECTION, INC.
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,757 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 19,801 · Balance 40,757 F1: Non Employee Director Restricted Stock Award F2: Award vests 25% after the one year anniversary of the grant date and 25% each year thereafter for the next three years on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Non Employee Director Restricted Stock Award
F2: Award vests 25% after the one year anniversary of the grant date and 25% each year thereafter for the next three years on the anniversary of the grant date.
Waitr Holdings Inc.
Report date April 18, 2019 · Filed April 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Self as Trustee for Collyns Family Trust | 4,250 |
Reported balance
Holding disclosure · report date 2019-04-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,250 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Represents restricted stock units ("RSUs") granted to the Reporting Person upon her appointment to the Issuer's board of directors, effective April 18, 2019. F3: Each RSU represents a contingent right to receive one share of the Issuer's common stock or an equivalent amount in cash (or partly in cash and partly in shares). F2: 1/3 of such RSUs vest on each of the first three anniversaries of April 18, 2019, subject to the Reporting Person's continued service on the Issuer's board of directors on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the Reporting Person upon her appointment to the Issuer's board of directors, effective April 18, 2019.
F2: 1/3 of such RSUs vest on each of the first three anniversaries of April 18, 2019, subject to the Reporting Person's continued service on the Issuer's board of directors on each such vesting date.
F3: Each RSU represents a contingent right to receive one share of the Issuer's common stock or an equivalent amount in cash (or partly in cash and partly in shares).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Zoe's Kitchen, Inc.
Report date November 21, 2018 · Filed November 23, 2018
Section 16 reporting ended · disclosed 2018-11-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-21 transaction · row 1
1 source rowRow 1 · 2018-11-21 · Disposition to issuer · Disposed 16,363 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of August 16, 2018, by and among Zoe's Kitchen, Inc. (the "Company"), Cava Group, Inc., and Pita Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger (the "Effective Time") as contemplated in the Merger Agreement, each outstanding share of Company Common Stock, each Company Restricted Share and Company Restricted Stock Unit Award, vested and accelerated in full and was converted into the right to receive $12.75 in cash (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $12.75 | Direct | 0 |
Reported balance
After 2018-11-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-21 · Disposition to issuer · Disposed 5,885 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of August 16, 2018, by and among Zoe's Kitchen, Inc. (the "Company"), Cava Group, Inc., and Pita Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger (the "Effective Time") as contemplated in the Merger Agreement, each outstanding share of Company Common Stock, each Company Restricted Share and Company Restricted Stock Unit Award, vested and accelerated in full and was converted into the right to receive $12.75 in cash (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of August 16, 2018, by and among Zoe's Kitchen, Inc. (the "Company"), Cava Group, Inc., and Pita Merger Sub, Inc. (the "Merger Agreement"). At the effective time of the merger (the "Effective Time") as contemplated in the Merger Agreement, each outstanding share of Company Common Stock, each Company Restricted Share and Company Restricted Stock Unit Award, vested and accelerated in full and was converted into the right to receive $12.75 in cash (the "Merger Consideration").
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 |
|---|---|---|---|---|---|---|
| April 10, 2017 Filed Apr 12, 2017 16:24 UTC | Zoe's Kitchen, Inc. ZOES · Entity 162242 | Exercise / conversionCommon Stock | 1,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001594879-17-000036 · wf-form4_149202867877397.xml · nonDerivative · entry 1 COLLYNS SUSAN · CIK 0001275937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,815 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 ("RSU") converts into the right to receive one share of common stock upon payment of par value ($0.01) per share. 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.