Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Restaurant Brands International Inc.QSR · Entity 3102 | President, Popeyes-US & Canada | October 07, 2025 | October 09, 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.
Restaurant Brands International Inc.
Report date October 07, 2025 · Filed October 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 1,653.9688 |
Reported balance
After 2025-10-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-07 · Grant · Acquired 14.7548 · Balance 1,653.9688 F1: Each restricted share unit represents a contingent right to receive one common share. F2: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F3: These restricted share units vest in equal annual installments. The remaining vestings will occur on December 15, 2025 and December 15, 2026. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 3,849.8473 |
Reported balance
After 2025-10-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-10-07 · Grant · Acquired 34.344 · Balance 3,849.8473 F1: Each restricted share unit represents a contingent right to receive one common share. F2: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F4: These restricted share units vest in equal annual installments. The remaining vestings will occur on December 15, 2025, December 15, 2026 and December 15, 2027. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 7,171.1198 |
Reported balance
After 2025-10-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-10-07 · Grant · Acquired 63.9726 · Balance 7,171.1198 F1: Each restricted share unit represents a contingent right to receive one common share. F2: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F8: These restricted share units vest in equal annual installments. The vestings will occur on December 15, 2025, December 15, 2026, December 15, 2027 and December 15, 2028. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2026-02-22 | Direct | 10,508.7265 |
Reported balance
After 2025-10-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-10-07 · Grant · Acquired 93.7469 · Balance 10,508.7265 F5: The shares reported represent an award of performance based restricted share units ("2023 PBRSUs") granted to the Reporting Person. The 2023 PBRSUs will have a performance period beginning January 1, 2023 and ending December 31, 2025 and to the extent earned will vest on February 22, 2026. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. F6: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the performance based restricted share units to which they relate. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2027-03-15 | Direct | 23,507.8511 |
Reported balance
After 2025-10-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-10-07 · Grant · Acquired 209.7103 · Balance 23,507.8511 F7: The shares reported represent an award of performance based share units ("2024 PSUs") granted to the Reporting Person. The 2024 PSUs will have a performance period beginning February 23, 2024 and ending February 23, 2027 and to the extent earned will vest on March 15, 2027. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance period. F6: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the performance based restricted share units to which they relate. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2028-03-15 | Direct | 35,464.1106 |
Reported balance
After 2025-10-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-10-07 · Grant · Acquired 316.3705 · Balance 35,464.1106 F9: The shares reported represent an award of performance base share units (the "2025 PBRSUs") granted to the Reporting Person. The 2025 PBRSUs will have a performance period beginning on February 28, 2025 and ending February 28, 2028 and to the extent earned will vest on March 15, 2028. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. F6: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the performance based restricted share units to which they relate. |
| Common SharesSEC Table I · non-derivative | Direct | 20,762.7801 |
Reported balance
Holding disclosure · report date 2025-10-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,762.7801 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit represents a contingent right to receive one common share.
F2: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate.
F3: These restricted share units vest in equal annual installments. The remaining vestings will occur on December 15, 2025 and December 15, 2026.
F4: These restricted share units vest in equal annual installments. The remaining vestings will occur on December 15, 2025, December 15, 2026 and December 15, 2027.
F5: The shares reported represent an award of performance based restricted share units ("2023 PBRSUs") granted to the Reporting Person. The 2023 PBRSUs will have a performance period beginning January 1, 2023 and ending December 31, 2025 and to the extent earned will vest on February 22, 2026. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition.
F6: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the performance based restricted share units to which they relate.
F7: The shares reported represent an award of performance based share units ("2024 PSUs") granted to the Reporting Person. The 2024 PSUs will have a performance period beginning February 23, 2024 and ending February 23, 2027 and to the extent earned will vest on March 15, 2027. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance period.
F8: These restricted share units vest in equal annual installments. The vestings will occur on December 15, 2025, December 15, 2026, December 15, 2027 and December 15, 2028.
F9: The shares reported represent an award of performance base share units (the "2025 PBRSUs") granted to the Reporting Person. The 2025 PBRSUs will have a performance period beginning on February 28, 2025 and ending February 28, 2028 and to the extent earned will vest on March 15, 2028. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition.
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 |
|---|---|---|---|---|---|---|
| July 05, 2024 Filed Jul 9, 2024 16:57 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantRestricted Share Units · Derivative | 29.5628 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000119 · wk-form4_1720558638.xml · derivative · entry 2 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,593.9214 Underlying: Common Shares · 29.5628 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share. F2 · shares: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F3 · derivative.exercise_date: These restricted share units vest on December 31, 2024. F3 · derivative.expiration_date: These restricted share units vest on December 31, 2024. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:08 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantPerformance Share Units · Derivative | 167.4505 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000064 · wk-form4_1712621318.xml · derivative · entry 7 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,308.4505 Underlying: Common Shares · 167.4505 shares Expires 2027-03-15 F9 · derivative.exercise_price: The shares reported represent an award of performance based share units ("2024 PSUs") granted to the Reporting Person. The 2024 PSUs will have a performance period beginning February 23, 2024 and ending February 23, 2027 and to the extent earned will vest on March 15, 2027. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance period. F6 · shares: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:08 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantPerformance Share Units · Derivative | 74.8555 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000064 · wk-form4_1712621318.xml · derivative · entry 6 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,972.5578 Underlying: Common Shares · 74.8555 shares Expires 2026-02-22 F8 · derivative.exercise_price: The shares reported represent an award of performance based restricted share units ("2023 PBRSUs") granted to the Reporting Person. The 2023 PBRSUs will have a performance period beginning January 1, 2023 and ending December 31, 2025 and to the extent earned will vest on February 22, 2026, the number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. F6 · shares: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:08 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantRestricted Share Units · Derivative | 36.5666 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000064 · wk-form4_1712621318.xml · derivative · entry 5 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,871.5666 Underlying: Common Shares · 36.5666 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share. F2 · shares: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F7 · derivative.exercise_date: These restricted share units vest in equal installments on December 15, 2024, December 15, 2025, December 15, 2026 and December 15, 2027. F7 · derivative.expiration_date: These restricted share units vest in equal installments on December 15, 2024, December 15, 2025, December 15, 2026 and December 15, 2027. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:08 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantPerformance Share Units · Derivative | 80.2718 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000064 · wk-form4_1712621318.xml · derivative · entry 4 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,694.1452 Underlying: Common Shares · 80.2718 shares Expires 2025-02-25 F5 · derivative.exercise_price: The shares reported represent an award of performance base share units (the "2022 PBRSUs") granted to the Reporting Person. The 2022 PBRSUs will have a performance period beginning on January 1, 2022 and ending December 31, 2024 and to the extent earned will vest on February 25, 2025. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. F6 · shares: Represents dividend equivalent rights that accrued on the underlying award of performance based restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable performance based restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:08 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantRestricted Share Units · Derivative | 17.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000064 · wk-form4_1712621318.xml · derivative · entry 3 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,355.4113 Underlying: Common Shares · 17.68 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share. F2 · shares: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F4 · derivative.exercise_date: These restricted share units vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025 and December 15, 2026. F4 · derivative.expiration_date: These restricted share units vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025 and December 15, 2026. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:08 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantRestricted Share Units · Derivative | 26.7546 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000064 · wk-form4_1712621318.xml · derivative · entry 2 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,564.3586 Underlying: Common Shares · 26.7546 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share. F2 · shares: Represents dividend equivalent rights that accrued on the underlying award of restricted share units. Dividend equivalent rights accrue when and as dividends are paid on the common shares underlying the applicable restricted share units and vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted share units to which they relate. F3 · derivative.exercise_date: These restricted share units vest on December 31, 2024. F3 · derivative.expiration_date: These restricted share units vest on December 31, 2024. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 17:32 UTC | Restaurant Brands International Inc. QSR · Entity 3102 | GrantPerformance Share Units · Derivative | 12,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001618756-24-000033 · wk-form4_1710970355.xml · derivative · entry 7 KLEIN JEFFREY W · CIK 0002016193 · President, Popeyes-US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,141 Underlying: Common Shares · 12,656 shares Expires 2027-03-15 F7 · derivative.exercise_price: The shares reported represent an award of performance based share units ("2024 PSUs") granted to the Reporting Person. The 2024 PSUs will have a performance period beginning February 23, 2024 and ending February 23, 2027 and to the extent earned will vest on March 15, 2027. The number of common shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. 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.