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 27, 2016 Filed Aug 4, 2017 20:48 UTC | SYSCO CORP SYY · Entity 2003 | GiftCommon Stock | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-17-000112 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,114.242 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:49 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,690 | $53.25 | $89,992.50 |
DisclosureSEC source: 0000096021-16-000389 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,991.068 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 22:04 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,698 | $53.36 | $90,605.28 |
DisclosureSEC source: 0000096021-16-000371 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,681.068 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 23:50 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 9,125 | $0.00 Strike: $27.65 | $0.00 |
DisclosureSEC source: 0000096021-16-000328 · edgar.xml · derivative · entry 5 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,125 shares Expires 2018-11-14 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. F2 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Options granted by the Compensation Committee of the company's Board of Directors prusuant to the 2007 Stock Incentive Plan, as amended. F3 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 23:50 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,636 | $53.49 | $87,509.64 |
DisclosureSEC source: 0000096021-16-000328 · edgar.xml · nonDerivative · entry 4 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,379.068 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 23:50 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 7,382 | $53.50 | $394,937.00 |
DisclosureSEC source: 0000096021-16-000328 · edgar.xml · nonDerivative · entry 3 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,015.068 F2 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 23:50 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 9,125 | $27.65 | $252,306.25 |
DisclosureSEC source: 0000096021-16-000328 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,397.068 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. F2 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 23:50 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 2,719 | $53.13 | $144,460.47 |
DisclosureSEC source: 0000096021-16-000328 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,272.068 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:03 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 16,500 | $0.00 Strike: $27.65 | $0.00 |
DisclosureSEC source: 0000096021-16-000320 · edgar.xml · derivative · entry 3 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,125 Underlying: Common Stock · 16,500 shares Expires 2018-11-14 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 exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation Committee of the company's Board of Directors prusuant to the 2007 Stock Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:03 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 16,500 | $50.79 | $838,035.00 |
DisclosureSEC source: 0000096021-16-000320 · edgar.xml · nonDerivative · entry 2 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,991.068 F1 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:03 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 16,500 | $27.65 | $456,225.00 |
DisclosureSEC source: 0000096021-16-000320 · edgar.xml · nonDerivative · entry 1 Bertrand Greg D · CIK 0001679409 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,491.068 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 exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. 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.