Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIFIRST CORPUNF · Entity 3907 | Executive VP and COO | December 16, 2025 | December 19, 2025 |
| WASTE MANAGEMENT INCWM · Entity 2932 | SVP Chief People Officer | March 01, 2024 | March 05, 2024 |
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.
UNIFIRST CORP
Report date December 16, 2025 · Filed December 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,409 |
Reported balance
After 2025-12-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-16 · Grant · Acquired 3,445 · Balance 11,409 F1: Represents restricted stock units granted under the UniFirst Corporation 2023 Stock Option and Incentive Plan (the "2023 Plan"). Such restricted stock units vest in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028. F2: These are annual grants for fiscal 2026. F3: Consists of 1,259 restricted stock units that vest on September 30, 2026, 2,075 restricted stock units that vest in two equal annual installments on October 31, 2026 and October 31, 2027, 3,445 restricted stock units that vest in three equal installments on October 31, 2026, October 31, 2027 and October 31, 2028 and 4,630 shares of Common Stock owned by the reporting person. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $174.20 · Expires 2035-12-16 | Direct | 4,940 |
Reported balance
After 2025-12-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-16 · Grant · Acquired 4,940 · Balance 4,940 F2: These are annual grants for fiscal 2026. F4: This stock appreciation right, which was granted under the 2023 Plan, becomes vested and exercisable in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028. This stock appreciation right is required to be settled in stock at the time of exercise. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted under the UniFirst Corporation 2023 Stock Option and Incentive Plan (the "2023 Plan"). Such restricted stock units vest in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028.
F2: These are annual grants for fiscal 2026.
F3: Consists of 1,259 restricted stock units that vest on September 30, 2026, 2,075 restricted stock units that vest in two equal annual installments on October 31, 2026 and October 31, 2027, 3,445 restricted stock units that vest in three equal installments on October 31, 2026, October 31, 2027 and October 31, 2028 and 4,630 shares of Common Stock owned by the reporting person.
F4: This stock appreciation right, which was granted under the 2023 Plan, becomes vested and exercisable in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028. This stock appreciation right is required to be settled in stock at the time of exercise.
WASTE MANAGEMENT INC
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $204.76 · Expires 2034-03-01 | Direct | 6,977 |
Reported balance
After 2024-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 6,977 · Balance 6,977 F1: Stock option granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. The stock option vests 34% on the first anniversary of the date of grant with 33% vesting on the 2nd and 3rd anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock option granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. The stock option vests 34% on the first anniversary of the date of grant with 33% vesting on the 2nd and 3rd anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| December 16, 2025 Filed Dec 19, 2025 01:18 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 4,940 | $0.00 Strike: $174.20 | $0.00 |
DisclosureSEC source: 0001193125-25-325399 · ownership.xml · derivative · entry 2 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,940 Underlying: Common Stock ($0.10 par value) · 4,940 shares Expires 2035-12-16 F2 · security: These are annual grants for fiscal 2026. F4 · security: This stock appreciation right, which was granted under the 2023 Plan, becomes vested and exercisable in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028. This stock appreciation right is required to be settled in stock at the time of exercise. F4 · derivative.exercise_date: This stock appreciation right, which was granted under the 2023 Plan, becomes vested and exercisable in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028. This stock appreciation right is required to be settled in stock at the time of exercise. Read SEC document |
| December 16, 2025 Filed Dec 19, 2025 01:18 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantCommon Stock | 3,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-325399 · ownership.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,409 F1 · shares: Represents restricted stock units granted under the UniFirst Corporation 2023 Stock Option and Incentive Plan (the "2023 Plan"). Such restricted stock units vest in three equal annual installments on October 31, 2026, October 31, 2027 and October 31, 2028. F2 · shares: These are annual grants for fiscal 2026. F3 · balance_after: Consists of 1,259 restricted stock units that vest on September 30, 2026, 2,075 restricted stock units that vest in two equal annual installments on October 31, 2026 and October 31, 2027, 3,445 restricted stock units that vest in three equal installments on October 31, 2026, October 31, 2027 and October 31, 2028 and 4,630 shares of Common Stock owned by the reporting person. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:18 UTC | UNIFIRST CORP UNF · Entity 3907 | Tax withholdingCommon Stock | 443 | $154.35 | $68,377.05 |
DisclosureSEC source: 0001193125-25-264743 · ownership.xml · nonDerivative · entry 3 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,964 F2 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units. F3 · balance_after: Consists of 1,259 restricted stock units that vest on September 30, 2026 owned by the reporting person, 2,075 restricted stock units that vest in two equal annual installments on October 31, 2026 and October 31, 2027 and 4,630 shares of Common Stock owned by the reporting person. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:18 UTC | UNIFIRST CORP UNF · Entity 3907 | Tax withholdingCommon Stock | 1,105 | $154.35 | $170,556.75 |
DisclosureSEC source: 0001193125-25-264743 · ownership.xml · nonDerivative · entry 2 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,407 F2 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:18 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantCommon Stock | 2,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-264743 · ownership.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,512 F1 · shares: Represents restricted stock units that were earned based on the achievement of certain performance criteria and which vested. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 17:25 UTC | UNIFIRST CORP UNF · Entity 3907 | Tax withholdingCommon Stock | 1,919 | $167.19 | $320,837.61 |
DisclosureSEC source: 0001193125-25-227885 · ownership.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,983 F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units. F2 · balance_after: Consists of 1,259 restricted stock units that vest on September 30, 2026 owned by the reporting person, 3,112 restricted stock units that vest in three equal annual installments on October 31, 2025, October 31, 2026 and October 31, 2027 and 2,612 shares of Common Stock owned by the reporting person. Read SEC document |
| November 19, 2024 Filed Nov 22, 2024 02:11 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 4,538 | $0.00 Strike: $192.83 | $0.00 |
DisclosureSEC source: 0000950170-24-129884 · ownership.xml · derivative · entry 2 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,538 Underlying: Common Stock ($0.10 par value) · 4,538 shares Expires 2034-11-19 F3 · security: This stock appreciation right, which was granted under the 2023 Plan, becomes vested and exercisable in three equal annual installments on October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise. F3 · derivative.exercise_date: This stock appreciation right, which was granted under the 2023 Plan, becomes vested and exercisable in three equal annual installments on October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise. Read SEC document |
| November 19, 2024 Filed Nov 22, 2024 02:11 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantCommon Stock | 3,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129884 · ownership.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,902 F1 · shares: Represents restricted stock units granted under the UniFirst Corporation 2023 Stock Option and Incentive Plan (the "2023 Plan"). Such restricted stock units vest in three equal annual installments on October 31, 2025, October 31, 2026 and October 31, 2027. F2 · balance_after: Consists of 4,531 restricted stock units that vest on September 30, 2025, 1,259 restricted stock units that vest on September 30, 2026 owned by the reporting person and 3,112 restricted stock units that vest in three equal annual installments on October 31, 2025, October 31, 2026 and October 31, 2027. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:20 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantCommon Stock | 5,790 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111785 · ownership.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · Executive VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,790 F1 · shares: Represents restricted stock units granted under the UniFirst Corporation 2023 Stock Option and Incentive Plan. Such restricted stock units vest in 4,531 shares on September 30, 2025 and remainder on September 30, 2026. F2 · balance_after: Consists of 4,531 restricted stock units that vest on September 30, 2025, and 1,259 restricted stock units that vest on September 30, 2026 owned by the reporting person. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:48 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantStock Option (Right to Buy) · Derivative | 6,977 | $0.00 Strike: $204.76 | $0.00 |
DisclosureSEC source: 0001225208-24-003577 · doc4.xml · derivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,977 Underlying: Common Stock · 6,977 shares Expires 2034-03-01 F1 · security: Stock option granted pursuant to Waste Management, Inc. 2023 Stock Incentive Plan. The stock option vests 34% on the first anniversary of the date of grant with 33% vesting on the 2nd and 3rd anniversary of the date of grant. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 19:00 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 29 | $207.84 | $6,027.22 |
DisclosureSEC source: 0001225208-24-003060 · doc4.xml · nonDerivative · entry 2 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,220 F2 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 19:00 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 45 | $207.76 | $9,349.20 |
DisclosureSEC source: 0001225208-24-003060 · doc4.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,249 F1 · security: Settlement of restricted share award granted under Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:48 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 169 | $198.69 | $33,577.77 |
DisclosureSEC source: 0001225208-24-002161 · doc4.xml · nonDerivative · entry 3 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,294 F2 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:48 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 292 | $196.85 | $57,478.74 |
DisclosureSEC source: 0001225208-24-002161 · doc4.xml · nonDerivative · entry 2 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,463 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:48 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 1,104 | $196.85 | $217,316.88 |
DisclosureSEC source: 0001225208-24-002161 · doc4.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,755 F1 · security: Settlement of performance share award granted under Waste Management, Inc. 2014 Stock Incentive Plan Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 21:39 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantStock Option (Right to Buy) · Derivative | 7,008 | $0.00 Strike: $150.12 | $0.00 |
DisclosureSEC source: 0001225208-23-003639 · doc4.xml · derivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,008 Underlying: Common Stock · 7,008 shares Expires 2033-03-07 F1 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 34% on the first anniversary of the date of grant with 33% vesting on the 2nd and 3rd anniversary of the date of grant. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 19:52 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 15 | $153.66 | $2,304.85 |
DisclosureSEC source: 0001225208-23-002629 · doc4.xml · nonDerivative · entry 2 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,651 F2 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 19, 2023 Filed Feb 23, 2023 19:52 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 23 | $153.63 | $3,533.43 |
DisclosureSEC source: 0001225208-23-002629 · doc4.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 F1 · security: Settlement of restricted share award granted under Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 21:55 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 73 | $151.55 | $11,063.15 |
DisclosureSEC source: 0001225208-23-001304 · doc4.xml · nonDerivative · entry 3 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690 F2 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:55 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 127 | $152.11 | $19,317.34 |
DisclosureSEC source: 0001225208-23-001304 · doc4.xml · nonDerivative · entry 2 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:55 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 476 | $152.11 | $72,401.98 |
DisclosureSEC source: 0001225208-23-001304 · doc4.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,890 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 · security: Settlement of performance share award granted under Waste Management, Inc. 2014 Stock Incentive Plan Read SEC document |
| February 01, 2023 Filed Feb 22, 2023 18:38 UTC Amendment | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 128 | $152.11 | $19,469.44 |
DisclosureSEC source: 0001225208-23-002493 · doc4a.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,762 F1 · shares: This filing has been amended to reflect that one (1) additional share was withheld for tax purposes than was previously reported. Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 17:41 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 66 | $160.03 | $10,561.99 |
DisclosureSEC source: 0001225208-23-000527 · doc4.xml · nonDerivative · entry 2 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,414 F2 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| January 07, 2023 Filed Jan 10, 2023 17:41 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 132 | $157.58 | $20,801.04 |
DisclosureSEC source: 0001225208-23-000527 · doc4.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 F1 · security: Settlement of restricted share award granted under Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 18:50 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 296 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010113 · doc4.xml · nonDerivative · entry 1 Rooney Kelly C. · CIK 0001943720 · SVP Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,612 F1 · security: Represents restricted stock units granted pursuant to the 2014 Stock Incentive Plan. Restricted stock units vest 100% on the 3rd anniversary of the date of grant. 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.