Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | EVP | September 11, 2025 | September 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.
SYSCO CORP
Report date September 11, 2025 · Filed September 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,853.43 |
Reported balance
After 2025-09-11 transaction · row 1
1 source rowRow 1 · 2025-09-11 · Tax withholding · Disposed 247 · Balance 69,853.43 F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations.
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 07, 2020 Filed Dec 8, 2020 22:07 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Option (Right to Buy) · Derivative | 36,403 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-20-000147 · wf-form4_160746524704567.xml · derivative · entry 4 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,403 shares Expires 2024-11-18 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Inventive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 22:07 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 36,403 | $76.97 | $2,801,938.91 |
DisclosureSEC source: 0000096021-20-000147 · wf-form4_160746524704567.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,402.747 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 22:07 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 36,403 | $38.89 | $1,415,712.67 |
DisclosureSEC source: 0000096021-20-000147 · wf-form4_160746524704567.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,805.747 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| August 24, 2020 Filed Aug 25, 2020 21:13 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 1,134 | $57.95 | $65,715.30 |
DisclosureSEC source: 0000096021-20-000098 · wf-form4_159838996874714.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,402.747 F1 · kind: The sale was effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:15 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 49,613 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0000096021-20-000075 · wf-form4_159804451531160.xml · derivative · entry 3 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,613 Underlying: Common Stock · 49,613 shares Expires 2030-08-19 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/20/2021, 08/20/2022 and 08/20/2023, respectively. No options may be exercised prior to 08/20/2021. Options will expire on 08/19/2030. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:15 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 7,467 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000075 · wf-form4_159804451531160.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,536.747 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2021, 09/01/2022 and 09/01/2023, respectively. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:12 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,062 | $59.54 | $63,231.48 |
DisclosureSEC source: 0000096021-20-000058 · wf-form4_159778511073512.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,069.747 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:12 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,395.778 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000058 · wf-form4_159778511073512.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,131.747 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2013 Long-Term Incentive Plan. These performance share units were granted by the Committee in August 2017. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2018 to fiscal 2020. Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 22:08 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,292 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-20-000010 · wf-form4_157903966203248.xml · derivative · entry 4 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,403 Underlying: Common Stock · 2,292 shares Expires 2024-11-18 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F5 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Inventive Plan, as amended. F4 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 22:08 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 2,292 | $85.03 | $194,888.76 |
DisclosureSEC source: 0000096021-20-000010 · wf-form4_157903966203248.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,735.97 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F3 · price: The price reported is a weighted average sale price per share of the 2,292 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.07. The Reporting Person undertakes to provide Sysco Corporation, any security holder of Sysco Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding number of shares sold at each separate price within the ranges set forth in the footnote of this Form 4. F2 · balance_after: The Form 4 filed by the reporting person on each of December 23, 2019, January 7, 2020 and January 10, 2020, inadvertently (i) overstated by 8 shares the number of shares of common stock directly beneficially owned by the reporting person and (ii) understated by 8 shares the number of shares of common stock indirectly beneficially held by the reporting person. The number of shares directly and indirectly beneficially owned by the reporting person has been corrected to properly reflect that 2,258 shares were gifted by the reporting person on December 17, 2019, 1,508 shares of which were gifted to the reporting person's son. Each of these prior Forms should be deemed corrected hereby. Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 22:08 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 2,292 | $38.89 | $89,135.88 |
DisclosureSEC source: 0000096021-20-000010 · wf-form4_157903966203248.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,027.97 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F2 · balance_after: The Form 4 filed by the reporting person on each of December 23, 2019, January 7, 2020 and January 10, 2020, inadvertently (i) overstated by 8 shares the number of shares of common stock directly beneficially owned by the reporting person and (ii) understated by 8 shares the number of shares of common stock indirectly beneficially held by the reporting person. The number of shares directly and indirectly beneficially owned by the reporting person has been corrected to properly reflect that 2,258 shares were gifted by the reporting person on December 17, 2019, 1,508 shares of which were gifted to the reporting person's son. Each of these prior Forms should be deemed corrected hereby. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 21:54 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Option (Right to Buy) · Derivative | 900 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-20-000008 · wf-form4_157869323947310.xml · derivative · entry 4 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,695 Underlying: Common Stock · 900 shares Expires 2024-11-18 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Inventive Plan, as amended. F3 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 21:54 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 900 | $85.06 | $76,554.00 |
DisclosureSEC source: 0000096021-20-000008 · wf-form4_157869323947310.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,743.97 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average sale price per share of the 900 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $85.01 to $85.12. The Reporting Person undertakes to provide Sysco Corporation, any security holder of Sysco Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding number of shares sold at each separate price within the ranges set forth in the footnote of this Form 4. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 21:54 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 900 | $38.89 | $35,001.00 |
DisclosureSEC source: 0000096021-20-000008 · wf-form4_157869323947310.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,643.97 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 22:51 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Option (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-20-000004 · wf-form4_157843749543822.xml · derivative · entry 4 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,595 Underlying: Common Stock · 35,000 shares Expires 2024-11-18 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Inventive Plan, as amended. F3 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 22:51 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 35,000 | $83.92 | $2,937,200.00 |
DisclosureSEC source: 0000096021-20-000004 · wf-form4_157843749543822.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,743.97 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average sale price per share of the 35,000 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $83.54 to $84.24. The Reporting Person undertakes to provide Sysco Corporation, any security holder of Sysco Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding number of shares sold at each separate price within the ranges set forth in the footnote of this Form 4. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 22:51 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 35,000 | $38.89 | $1,361,150.00 |
DisclosureSEC source: 0000096021-20-000004 · wf-form4_157843749543822.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,743.97 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:14 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Option (Right to Buy) · Derivative | 47,643 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0000096021-19-000167 · wf-form4_157713927825754.xml · derivative · entry 5 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,643 shares Expires 2023-11-14 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Inventive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:14 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 47,643 | $85.00 | $4,049,655.00 |
DisclosureSEC source: 0000096021-19-000167 · wf-form4_157713927825754.xml · nonDerivative · entry 3 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,743.97 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:14 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 47,643 | $33.40 | $1,591,276.20 |
DisclosureSEC source: 0000096021-19-000167 · wf-form4_157713927825754.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,386.97 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| December 17, 2019 Filed Dec 23, 2019 22:14 UTC | SYSCO CORP SYY · Entity 2003 | GiftCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-19-000167 · wf-form4_157713927825754.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,743.97 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:38 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,571 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-19-000156 · edgar.xml · derivative · entry 6 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,571 shares Expires 2024-11-18 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. F3 · price: Options granted by the Compensation and Leadership Development Committee of the company's Board of Directors pursuant to the 2013 Long Term Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:38 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,994 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0000096021-19-000156 · edgar.xml · derivative · entry 5 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,994 shares Expires 2023-11-14 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. F3 · price: Options granted by the Compensation and Leadership Development Committee of the company's Board of Directors pursuant to the 2013 Long Term Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:38 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 1,225 | $81.61 | $99,972.25 |
DisclosureSEC source: 0000096021-19-000156 · edgar.xml · nonDerivative · entry 4 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,993.97 F1 · shares: The reported transaction involved a "net exercise" of outstanding stock options in which the Company withheld these shares to cover payment of the exercise price and applicable taxes using the closing price of the Company's common stock of $81.61 on November 18, 2019. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:38 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 2,571 | $38.89 | $99,986.19 |
DisclosureSEC source: 0000096021-19-000156 · edgar.xml · nonDerivative · entry 3 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,218.97 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. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:38 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 1,225 | $81.61 | $99,972.25 |
DisclosureSEC source: 0000096021-19-000156 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,647.97 F1 · shares: The reported transaction involved a "net exercise" of outstanding stock options in which the Company withheld these shares to cover payment of the exercise price and applicable taxes using the closing price of the Company's common stock of $81.61 on November 18, 2019. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:38 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 2,994 | $33.40 | $99,999.60 |
DisclosureSEC source: 0000096021-19-000156 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,872.97 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. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 25,000 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0000096021-19-000130 · edgar.xml · derivative · entry 3 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,637 Underlying: Common Stock · 25,000 shares Expires 2023-11-14 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F4 · price: Options granted by the Compensation and Leadership Development Committee of the company's Board of Directors pursuant to the 2013 Long Term Incentive Plan, as amended. F3 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 25,000 | $81.06 | $2,026,500.00 |
DisclosureSEC source: 0000096021-19-000130 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,878.97 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average sale price per share of the 25,000 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $80.50 to $81.53. The Reporting Person undertakes to provide to Sysco Corporation, any security holder of Sysco Corporation, 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 ranges set forth in the footnote of this Form 4. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 25,000 | $33.40 | $835,000.00 |
DisclosureSEC source: 0000096021-19-000130 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,878.97 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 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| September 24, 2019 Filed Sep 26, 2019 21:00 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 10,000 | $78.81 | $788,100.00 |
DisclosureSEC source: 0000096021-19-000097 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,878.97 F1 · price: The price reported is a weighted average sale price per share of the 10,000 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $78.56 to $79.27. The Reporting Person undertakes to provide to Sysco Corporation, any security holder of Sysco Corporation, 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 ranges set forth in the footnote of this Form 4. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 21:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 75,929 | $0.00 Strike: $72.80 | $0.00 |
DisclosureSEC source: 0000096021-19-000078 · edgar.xml · derivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,929 Underlying: Common Stock · 75,929 shares Expires 2029-08-20 F2 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F1 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/21/2020, 8/21/2021 and 8/21/2022, respectively. No options may be exercised prior to 8/21/2020. Options will expire on 8/20/2029. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 21:06 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 6,455 | $72.25 | $466,373.75 |
DisclosureSEC source: 0000096021-19-000057 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,878.969 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 21:06 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 19,238.675 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-19-000057 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,333.969 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2013 Long-Term Incentive Plan. These performance share units were granted by the Committee in August 2016. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2017 to fiscal 2019. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 21:47 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,637 | $67.40 | $110,333.80 |
DisclosureSEC source: 0000096021-18-000202 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,095.29 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 23, 2018 Filed Aug 30, 2018 20:50 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 74,649 | $0.00 Strike: $75.08 | $0.00 |
DisclosureSEC source: 0000096021-18-000130 · edgar.xml · derivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,649 Underlying: Common Stock · 74,649 shares Expires 2028-08-22 F2 · price: Options granted by the Compensation Committee of the Company's Board of Directors pursuant to the 2013 Long-Term Incentive Plan. F1 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/23/2019, 8/23/2020 and 8/23/2021, respectively. No options may be exercised prior to 8/23/2019. Options will expire on 8/22/2028. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:10 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 40,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0000096021-18-000028 · edgar.xml · derivative · entry 6 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2019-11-13 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation Committee of the company's Board of Directors pursuant to the 2007 Stock Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:10 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 41,038 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0000096021-18-000028 · edgar.xml · derivative · entry 5 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 41,038 shares Expires 2019-11-13 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation Committee of the company's Board of Directors pursuant to the 2007 Stock Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:10 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 40,000 | $60.76 | $2,430,400.00 |
DisclosureSEC source: 0000096021-18-000028 · edgar.xml · nonDerivative · entry 4 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,683.242 F1 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:10 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 40,000 | $29.96 | $1,198,400.00 |
DisclosureSEC source: 0000096021-18-000028 · edgar.xml · nonDerivative · entry 3 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,683.242 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:10 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 41,038 | $60.76 | $2,493,468.88 |
DisclosureSEC source: 0000096021-18-000028 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,683.242 F1 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:10 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 41,038 | $29.96 | $1,229,498.48 |
DisclosureSEC source: 0000096021-18-000028 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,721.242 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 22:03 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,734 | $57.73 | $100,103.82 |
DisclosureSEC source: 0000096021-17-000229 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,683.24 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 3,337 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0000096021-17-000223 · edgar.xml · derivative · entry 3 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,038 Underlying: Common Stock · 3,337 shares Expires 2019-11-13 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. F3 · price: Options granted by the Compensation Committee of the company's Board of Directors pursuant to the 2007 Stock Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,829 | $54.65 | $99,954.85 |
DisclosureSEC source: 0000096021-17-000223 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,332.24 F1 · shares: Transaction involved the surrender of previously-owned shares to the issuer as payment of the option exercise price and tax withholding obligations. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 3,337 | $29.96 | $99,976.52 |
DisclosureSEC source: 0000096021-17-000223 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,161.24 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. Read SEC document |
| November 22, 2017 Filed Dec 5, 2017 22:03 UTC | SYSCO CORP SYY · Entity 2003 | GiftCommon Stock | 915 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-17-000229 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,417.24 Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 22:01 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,742 | $54.89 | $95,618.38 |
DisclosureSEC source: 0000096021-17-000203 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,824.24 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 2,548 | $54.02 | $137,642.96 |
DisclosureSEC source: 0000096021-17-000172 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,566.242 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 21:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 79,918 | $0.00 Strike: $51.22 | $0.00 |
DisclosureSEC source: 0000914062-17-000090 · edgar.xml · derivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,918 Underlying: Common Stock · 79,918 shares Expires 2027-08-24 F2 · price: Options granted by the Compensation Committee of the Company's Board of Directors pursuant to the 2013 Long Term Incentive Plan. F1 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/25/2018, 8/25/2019 and 8/25/2020, respectively. No options may be exercised prior to 8/25/2018. Options will expire on 8/24/2027. 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.