Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Simply Good Foods CoSMPL · Entity 4946 | SVP & General Manager, Quest | November 08, 2025 | November 12, 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.
Simply Good Foods Co
Report date November 08, 2025 · Filed November 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,910 |
Ending reported balance
After 2025-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-08 · Grant · Acquired 1,472 · Balance 13,983 F1: Represents the net shares of common stock acquired by the Reporting Person upon the vesting of performance-based restricted stock units ("PSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Row 2 · 2025-11-08 · Tax withholding · Disposed 1,073 · Balance 12,910 F2: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the net shares of common stock acquired by the Reporting Person upon the vesting of performance-based restricted stock units ("PSUs") granted under the issuer's 2017 Omnibus Incentive Plan.
F2: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| November 08, 2025 Filed Nov 12, 2025 22:17 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 1,073 | $19.99 | $21,449.27 |
DisclosureSEC source: 0001996532-25-000003 · wk-form4_1762985830.xml · nonDerivative · entry 2 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,910 F2 · shares: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| November 08, 2025 Filed Nov 12, 2025 22:17 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001996532-25-000003 · wk-form4_1762985830.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,983 F1 · shares: Represents the net shares of common stock acquired by the Reporting Person upon the vesting of performance-based restricted stock units ("PSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Read SEC document |
| May 01, 2025 Filed May 2, 2025 21:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 328 | $35.96 | $11,794.88 |
DisclosureSEC source: 0001702744-25-000026 · wk-form4_1746220387.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,511 F1 · shares: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| April 11, 2025 Filed Apr 11, 2025 22:03 UTC | Simply Good Foods Co SMPL · Entity 4946 | SaleCommon Stock | 5,000 | $37.25 | $186,259.50 |
DisclosureSEC source: 0001702744-25-000024 · wk-form4_1744408991.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,839 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $37.25 to $37.825, inclusive. The reporting person undertakes to provide to the issuer, any stockholder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 01:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 5,614 | $36.23 | $203,395.22 |
DisclosureSEC source: 0001702744-24-000117 · wk-form4_1731460423.xml · nonDerivative · entry 2 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,839 F2 · shares: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 01:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 4,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-24-000117 · wk-form4_1731460423.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,453 F1 · shares: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three substantially equal annual installments beginning on November 8, 2025, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 12:30 UTC | Simply Good Foods Co SMPL · Entity 4946 | SaleCommon Stock | 1,058 | $34.44 | $36,437.63 |
DisclosureSEC source: 0001702744-24-000053 · wk-form4_1722601823.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,319 Read SEC document |
| May 01, 2024 Filed May 3, 2024 01:23 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 707 | $36.75 | $25,982.25 |
DisclosureSEC source: 0001702744-24-000027 · wk-form4_1714699401.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,377 F1 · shares: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 00:43 UTC | Simply Good Foods Co SMPL · Entity 4946 | SaleCommon Stock | 1,048 | $40.45 | $42,396.11 |
DisclosureSEC source: 0001702744-24-000009 · wk-form4_1704760976.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,084 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $40.45 to $40.46, inclusive. The reporting person undertakes to provide to the issuer, any stockholder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 22:44 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 551 | $38.14 | $21,015.14 |
DisclosureSEC source: 0001702744-23-000107 · wk-form4_1699915451.xml · nonDerivative · entry 2 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,132 F2 · shares: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 22:44 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-23-000107 · wk-form4_1699915451.xml · nonDerivative · entry 1 Heflin Stuart E. Jr. · CIK 0001996532 · SVP & General Manager, Quest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,683 F1 · shares: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three substantially equal annual installments beginning on November 8, 2024, subject to the reporting person's continuous service with the issuer as of each vesting 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.