Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALAVO GROWERS INCCVGW · Entity 43584 | Chief Financial Officer | November 01, 2024 | November 05, 2024 |
| J&J SNACK FOODS CORPJJSF · Entity 4643 | Chief Financial Officer | December 02, 2025 | December 03, 2025 |
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.
CALAVO GROWERS INC
Report date November 01, 2024 · Filed November 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,089 |
Ending reported balance
After 2024-11-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-11-01 · Exercise / conversion · Acquired 1,203 · Balance 5,635 F1: Each restricted stock unit represents a contingent right to receive one share of CVGW common stock. Row 2 · 2024-11-01 · Tax withholding · Disposed 546 · Balance 5,089 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,202 |
Reported balance
After 2024-11-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-01 · Exercise / conversion · Disposed 1,203 · Balance 1,202 F1: Each restricted stock unit represents a contingent right to receive one share of CVGW common stock. F2: The restricted stock units vest in three equal annual installments beginning November 1, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2024-11-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,000 F1: Each restricted stock unit represents a contingent right to receive one share of CVGW common stock. F3: The restricted stock units vest in three equal annual installments beginning June 20, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of CVGW common stock.
F2: The restricted stock units vest in three equal annual installments beginning November 1, 2023.
F3: The restricted stock units vest in three equal annual installments beginning June 20, 2023.
J&J SNACK FOODS CORP
Report date December 02, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, no par valueSEC Table I · non-derivative | Direct | 3,703 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Tax withholding · Disposed 94 · Balance 3,703 F1: On December 2, 2024, 1,151 restricted stock units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the first tranche. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 2, 2024, 1,151 restricted stock units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the first tranche.
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 02, 2025 Filed Dec 3, 2025 22:05 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | Tax withholdingCommon stock, no par value | 94 | $94.03 | $8,838.82 |
DisclosureSEC source: 0001437749-25-036808 · rdgdoc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,703 F1 · shares: On December 2, 2024, 1,151 restricted stock units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. These shares were withheld to cover taxes associated with the vesting of the first tranche. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 22:02 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | GrantCommon stock, no par value | 2,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-036029 · rdgdoc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,797 F1 · shares: On November 19, 2025, 2,646 restricted stock units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:13 UTC | J&J SNACK FOODS CORP JJSF · Entity 4643 | GrantCommon stock, no par value | 1,151 | $173.79 | $200,032.29 |
DisclosureSEC source: 0001437749-24-036588 · rdgdoc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 F1 · shares: On December 2, 2024, 1,151 restricted stock units were issued to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement with such shares vesting equally on the first, second and third anniversaries of the grant date. F2 · price: Represents the closing price on the last trading day immediately preceding the grant date. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 23:41 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionRestricted Stock Units · Derivative | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-24-000020 · primary_doc.xml · derivative · entry 3 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202 Underlying: Common Stock · 1,203 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 CVGW common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning November 1, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning November 1, 2023. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 23:41 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Tax withholdingCommon Stock | 546 | $27.03 | $14,758.38 |
DisclosureSEC source: 0001250853-24-000020 · primary_doc.xml · nonDerivative · entry 2 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,089 Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 23:41 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionCommon Stock | 1,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250853-24-000020 · primary_doc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,635 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 CVGW common stock. Read SEC document |
| June 20, 2024 Filed Jun 22, 2024 01:48 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionRestricted Stock Units · Derivative | 3,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-24-000008 · primary_doc.xml · derivative · entry 3 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,001 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 CVGW common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning June 20, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning June 20, 2023. Read SEC document |
| June 20, 2024 Filed Jun 22, 2024 01:48 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Tax withholdingCommon Stock | 1,522 | $23.58 | $35,888.76 |
DisclosureSEC source: 0001250853-24-000008 · primary_doc.xml · nonDerivative · entry 2 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,432 Read SEC document |
| June 20, 2024 Filed Jun 22, 2024 01:48 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionCommon Stock | 3,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250853-24-000008 · primary_doc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,954 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 CVGW common stock. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 01:46 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionRestricted Stock Units · Derivative | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-23-000072 · primary_doc.xml · derivative · entry 3 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,405 Underlying: Common Stock · 1,203 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 CVGW common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning November 1, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning November 1, 2023. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 01:46 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Tax withholdingCommon Stock | 361 | $24.35 | $8,790.35 |
DisclosureSEC source: 0001250853-23-000072 · primary_doc.xml · nonDerivative · entry 2 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,953 Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 01:46 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionCommon Stock | 1,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250853-23-000072 · primary_doc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,314 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 CVGW common stock. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 23:29 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionRestricted Stock Units · Derivative | 3,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-23-000036 · primary_doc.xml · derivative · entry 3 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,001 Underlying: Common Stock · 3,001 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 CVGW common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning June 20, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning June 20, 2023. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 23:29 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Tax withholdingCommon Stock | 890 | $31.39 | $27,937.10 |
DisclosureSEC source: 0001250853-23-000036 · primary_doc.xml · nonDerivative · entry 2 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,111 Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 23:29 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | Exercise / conversionCommon Stock | 3,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250853-23-000036 · primary_doc.xml · nonDerivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,001 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 CVGW common stock. Read SEC document |
| December 01, 2022 Filed Dec 3, 2022 01:45 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | GrantRestricted Stock Units · Derivative | 3,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-22-000108 · primary_doc.xml · derivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,608 Underlying: Common Stock · 3,608 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CVGW common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning November 1, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning November 1, 2023. Read SEC document |
| June 20, 2022 Filed Jun 21, 2022 21:42 UTC | CALAVO GROWERS INC CVGW · Entity 43584 | GrantRestricted Stock Units · Derivative | 9,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-22-000066 · primary_doc.xml · derivative · entry 1 Munsell Shawn · CIK 0001934178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,002 Underlying: Common Stock · 9,002 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CVGW common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning June 20, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning June 20, 2023. 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.