Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US Foods Holding Corp.USFD · Entity 3215 | Director | May 20, 2021 | May 21, 2021 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | Director | August 13, 2025 | August 15, 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.
US Foods Holding Corp.
Report date May 20, 2021 · Filed May 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,537 |
Reported balance
After 2021-05-20 transaction · row 1
1 source rowRow 1 · 2021-05-20 · Grant · Acquired 3,949 · Balance 123,537 F1: The restricted stock units were granted on May 20, 2021 and vest on the one-year anniversary of the grant date (subject to earlier vesting in the event the 2022 annual meeting falls prior to the one-year anniversary date). Each restricted stock unit represents a right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted on May 20, 2021 and vest on the one-year anniversary of the grant date (subject to earlier vesting in the event the 2022 annual meeting falls prior to the one-year anniversary date). Each restricted stock unit represents a right to receive one share of the Issuer's common stock.
Walgreens Boots Alliance, Inc.
Report date August 13, 2025 · Filed August 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 125,173.95 |
Reported balance
After 2025-08-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-13 · Grant · Acquired 16,820.86 · Balance 125,173.95 F1: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock.
F2: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan.
F3: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom 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 01, 2018 Filed Nov 2, 2018 16:59 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 2,503.129 | $79.90 | $200,000.01 |
DisclosureSEC source: 0001618921-18-000080 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,874.5 Underlying: Common Stock · 2,503.129 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the amended and restated Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through September 30, 2018) on outstanding phantom stock units. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 17:01 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 336.927 | $74.20 | $24,999.98 |
DisclosureSEC source: 0001618921-18-000051 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,371.4 Underlying: Common Stock · 336.927 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the amended and restated Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through September 30, 2018) on outstanding phantom stock units. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 22:00 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 25,000 | $33.50 | $837,500.00 |
DisclosureSEC source: 0001665918-18-000106 · wf-form4_153333361741724.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,161 Read SEC document |
| July 11, 2018 Filed Jul 12, 2018 17:00 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 392.711 | $63.66 | $24,999.98 |
DisclosureSEC source: 0001618921-18-000035 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,965.9 Underlying: Common Stock · 392.711 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the amended and restated Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through June 30, 2018) on outstanding phantom stock units. Read SEC document |
| June 03, 2018 Filed Jun 4, 2018 22:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000076 · wf-form4_152815130656961.xml · derivative · entry 4 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,194 Underlying: Common Stock · 1,097 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F6 · derivative.exercise_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. F6 · derivative.expiration_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. Read SEC document |
| June 03, 2018 Filed Jun 4, 2018 22:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000076 · wf-form4_152815130656961.xml · derivative · entry 3 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532 Underlying: Common Stock · 266 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 the Issuer's common stock. F5 · derivative.exercise_date: The restricted stock units were granted on November 11, 2016 and vest annually in four equal installments. F5 · derivative.expiration_date: The restricted stock units were granted on November 11, 2016 and vest annually in four equal installments. Read SEC document |
| June 03, 2018 Filed Jun 4, 2018 22:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000076 · wf-form4_152815130656961.xml · derivative · entry 2 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 266 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 the Issuer's common stock. F4 · derivative.exercise_date: The performance-based restricted stock units were awarded on November 11, 2016 and vested on June 3, 2018. F4 · derivative.expiration_date: The performance-based restricted stock units were awarded on November 11, 2016 and vested on June 3, 2018. Read SEC document |
| June 03, 2018 Filed Jun 4, 2018 22:28 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 1,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000076 · wf-form4_152815130656961.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,161 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 the Issuer's common stock. F2 · price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F3 · balance_after: Share total includes an additional 532 shares that were inadvertently omitted from the Form 4 filed by the Reporting Person on February 27, 2018. Read SEC document |
| May 04, 2018 Filed May 7, 2018 21:27 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 2,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000061 · wf-form4_152572839654414.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,983 Underlying: Common Stock · 2,983 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on May 4, 2019. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on May 4, 2019. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 17:08 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 389.955 | $64.11 | $25,000.02 |
DisclosureSEC source: 0001618921-18-000023 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,507.2 Underlying: Common Stock · 389.955 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the amended and restated Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through March 31, 2018) on outstanding phantom stock units. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 23:25 UTC | US Foods Holding Corp. USFD · Entity 3215 | SaleCommon Stock | 305,562 | $33.20 | $10,143,741.71 |
DisclosureSEC source: 0001665918-18-000017 · wf-form4_151977391904136.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.00 to $33.43, inclusive. The Reporting Person undertakes to provide full information regarding the number of shares sold at each separate price in the range, upon request, to the Issuer, any security holder of the Issuer, or the Securities and Exchange Commission. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 23:25 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000017 · wf-form4_151977391904136.xml · derivative · entry 3 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266 Underlying: Common Stock · 266 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: Performance-based restricted stock units awarded on November 11, 2016. The restricted stock units vest in four equal tranches on each June 3 following the grant date, subject to achievement of the annual performance goal. The performance goal for 2017 was met, and one tranche has been earned and will vest subject to the Reporting Person's continued service through the vesting date. F4 · derivative.expiration_date: Performance-based restricted stock units awarded on November 11, 2016. The restricted stock units vest in four equal tranches on each June 3 following the grant date, subject to achievement of the annual performance goal. The performance goal for 2017 was met, and one tranche has been earned and will vest subject to the Reporting Person's continued service through the vesting date. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 23:25 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantStock Option (right to buy) · Derivative | 812 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0001665918-18-000017 · wf-form4_151977391904136.xml · derivative · entry 2 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Underlying: Common Stock · 812 shares Expires 2026-11-11 F2 · derivative.exercise_date: Performance-based stock options awarded on November 11, 2016. The options vest in four equal tranches on each June 3 following the grant date, subject to achievement of the annual performance goal. The performance goal for 2017 was met, and one tranche has been earned and will vest subject to the Reporting Person's continued service through the vesting date. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 23:36 UTC | US Foods Holding Corp. USFD · Entity 3215 | SaleCommon Stock | 98,702 | $33.23 | $3,279,571.35 |
DisclosureSEC source: 0000899243-18-004913 · doc4.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,054 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.01 to $33.33, inclusive. The Reporting Person undertakes to provide full information regarding the number of shares sold at each separate price in the range, upon request, to the Issuer, any security holder of the Issuer, or the Securities and Exchange Commission. Read SEC document |
| January 18, 2018 Filed Jan 19, 2018 17:03 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 328.947 | $76.00 | $24,999.97 |
DisclosureSEC source: 0001618921-18-000010 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,059.9 Underlying: Common Stock · 328.947 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the amended and restated Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through January 15, 2018) on outstanding phantom stock units. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 17:25 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 2,984.629 | $67.01 | $199,999.99 |
DisclosureSEC source: 0001618921-17-000094 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,677.2 Underlying: Common Stock · 2,984.629 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through September 30, 2017) on outstanding phantom stock units. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 07:19 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | PurchaseCommon Stock | 20,000 | $67.00 | $1,340,000.00 |
DisclosureSEC source: 0001618921-17-000077 · edgar.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $66.97 to $67.00, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or any securityholder of the issuer, upon request, information regarding the number of shares purchased at each price within the range indicated. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 18:45 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 371.526 | $67.29 | $24,999.98 |
DisclosureSEC source: 0001618921-17-000072 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,692.6 Underlying: Common Stock · 371.526 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through September 30, 2017) on outstanding phantom stock units. Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 17:05 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 306.373 | $77.52 | $23,750.03 |
DisclosureSEC source: 0001618921-17-000054 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,290.6 Underlying: Common Stock · 306.373 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through June 30, 2017) on outstanding phantom stock units. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:12 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015557 · doc4.xml · derivative · entry 6 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 Underlying: Common Stock · 266 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: Time-based restricted stock units granted on November 11, 2016. The remaining time-based restricted stock units vest in equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F5 · derivative.expiration_date: Time-based restricted stock units granted on November 11, 2016. The remaining time-based restricted stock units vest in equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:12 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015557 · doc4.xml · derivative · entry 5 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 266 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Performance-based restricted stock units awarded on November 11, 2016. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. As of February 15, 2017, the performance criteria for 2016 were met, and 266 performance-based restricted stock units were earned and vested on June 3, 2017. The remaining 75% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. F3 · derivative.expiration_date: Performance-based restricted stock units awarded on November 11, 2016. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. As of February 15, 2017, the performance criteria for 2016 were met, and 266 performance-based restricted stock units were earned and vested on June 3, 2017. The remaining 75% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:12 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 3,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015557 · doc4.xml · derivative · entry 4 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,291 Underlying: Common Stock · 3,291 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: Time-based restricted stock units granted on June 3, 2017. The time-based restricted stock units vest in three equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F4 · derivative.expiration_date: Time-based restricted stock units granted on June 3, 2017. The time-based restricted stock units vest in three equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:12 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 532 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-015557 · doc4.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532 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: Performance-based stock options awarded November 11, 2016. The performance-based stock options can be earned and may vest and become exercisable in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. As of February 15, 2017, the performance criteria for 2016 were met, and 812 performance-based options were earned and vested and become exercisable on June 3, 2017. The remaining 75% of performance-based stock options can be earned in the remaining performance periods and are not reported in this table. Read SEC document |
| May 17, 2017 Filed May 18, 2017 21:18 UTC | US Foods Holding Corp. USFD · Entity 3215 | SaleCommon Stock | 598,950 | $28.25 | $16,920,337.50 |
DisclosureSEC source: 0000899243-17-013732 · doc4.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,224 Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 93,844 | $0.00 Strike: $12.56 | $0.00 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · derivative · entry 9 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 93,844 shares Expires 2023-06-03 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. F6 · derivative.exercise_date: Time-based stock options granted on June 3, 2013. The time-based stock options vested and became exercisable in two equal annual installments beginning on June 3, 2014. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 46,922 | $0.00 Strike: $12.56 | $0.00 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · derivative · entry 8 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,922 shares Expires 2023-06-03 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. F5 · derivative.exercise_date: Performance-based stock options awarded on June 3, 2013. The performance-based stock options vested and became exercisable on June 3, 2015 based on satisfaction of certain performance criteria for the 2014 fiscal year. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 102,880 | $0.00 Strike: $8.51 | $0.00 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · derivative · entry 7 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102,880 shares Expires 2020-12-20 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. F4 · derivative.exercise_date: Time-based stock options granted on December 20, 2010. The time-based stock options vested and became exercisable in five equal annual installments beginning on December 31, 2010. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 102,878 | $0.00 Strike: $8.51 | $0.00 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · derivative · entry 6 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102,878 shares Expires 2020-12-20 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 · derivative.exercise_date: Performance-based stock options awarded on December 20, 2010. The performance-based stock options vested and became exercisable on each December 31, 2010, 2011, 2012, 2014 and 2015 based on satisfaction of certain performance criteria for each of the 2010, 2011, 2012, 2013 and 2014 fiscal years. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 617,284 | $0.00 Strike: $8.51 | $0.00 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · derivative · entry 5 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 617,284 shares Expires 2020-09-08 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 · derivative.exercise_date: Time-based stock options granted on September 8, 2010. The time-based stock options vested and became exercisable in five equal annual installments beginning on December 31, 2010. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 617,283 | $0.00 Strike: $8.51 | $0.00 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · derivative · entry 4 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 617,283 shares Expires 2020-09-08 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_date: Performance-based stock options awarded on September 8, 2010. The performance-based stock options vested and became exercisable on each December 31, 2010, 2011, 2012, 2014 and 2015 based on satisfaction of certain performance criteria for each of the 2010, 2011, 2012, 2013 and 2014 fiscal years. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 982,141 | $28.80 | $28,285,660.80 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · nonDerivative · entry 3 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,103,174 Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 140,766 | $12.56 | $1,768,020.96 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · nonDerivative · entry 2 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,085,315 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 |
| May 09, 2017 Filed May 11, 2017 22:31 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 1,440,325 | $8.51 | $12,257,165.75 |
DisclosureSEC source: 0000899243-17-012891 · doc4.xml · nonDerivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944,549 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 |
| April 20, 2017 Filed Apr 21, 2017 16:56 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 282.268 | $84.14 | $23,750.03 |
DisclosureSEC source: 0001618921-17-000039 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,957 Underlying: Common Stock · 282.268 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through March 31, 2017) on outstanding phantom stock units. Read SEC document |
| February 15, 2017 Filed Jun 6, 2017 23:12 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015557 · doc4.xml · derivative · entry 3 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266 Underlying: Common Stock · 266 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Performance-based restricted stock units awarded on November 11, 2016. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. As of February 15, 2017, the performance criteria for 2016 were met, and 266 performance-based restricted stock units were earned and vested on June 3, 2017. The remaining 75% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. F3 · derivative.expiration_date: Performance-based restricted stock units awarded on November 11, 2016. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. As of February 15, 2017, the performance criteria for 2016 were met, and 266 performance-based restricted stock units were earned and vested on June 3, 2017. The remaining 75% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. Read SEC document |
| February 15, 2017 Filed Jun 6, 2017 23:12 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantStock Option (right to buy) · Derivative | 812 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0000899243-17-015557 · doc4.xml · derivative · entry 2 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 812 Underlying: Common Stock · 812 shares Expires 2026-11-11 F1 · derivative.exercise_date: Performance-based stock options awarded November 11, 2016. The performance-based stock options can be earned and may vest and become exercisable in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. As of February 15, 2017, the performance criteria for 2016 were met, and 812 performance-based options were earned and vested and become exercisable on June 3, 2017. The remaining 75% of performance-based stock options can be earned in the remaining performance periods and are not reported in this table. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 17:09 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 292.236 | $81.27 | $23,750.02 |
DisclosureSEC source: 0001618921-17-000008 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,649.9 Underlying: Common Stock · 292.236 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through January 15, 2017) on outstanding phantom stock units. Read SEC document |
| November 11, 2016 Filed Nov 16, 2016 00:18 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-033601 · doc4.xml · derivative · entry 2 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,128 Underlying: Common Stock · 2,128 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Time-based restricted stock units granted on November 11, 2016. The time-based restricted stock units will vest on each June 3, 2017, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F3 · derivative.expiration_date: Time-based restricted stock units granted on November 11, 2016. The time-based restricted stock units will vest on each June 3, 2017, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| November 11, 2016 Filed Nov 16, 2016 00:18 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantStock Option (right to buy) · Derivative | 6,494 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0000899243-16-033601 · doc4.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,494 Underlying: Common Stock · 6,494 shares Expires 2026-11-11 F1 · derivative.exercise_date: Time-based stock options granted on November 11, 2016. The time-based stock options will vest and become exercisable in equal annual installments on each June 3, 2017, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| November 11, 2016 Filed Nov 23, 2016 02:38 UTC Amendment | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-034203 · doc4a.xml · derivative · entry 2 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064 Underlying: Common Stock · 1,064 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · shares: Due to an administrative error, 1,064 performance-based restricted stock units were reported as time-based restricted stock units on the Reporting Person's original Form 4. F5 · derivative.exercise_date: Time-based restricted stock units granted on November 11, 2016. The time-based restricted stock units will vest on each June 3, 2017, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F5 · derivative.expiration_date: Time-based restricted stock units granted on November 11, 2016. The time-based restricted stock units will vest on each June 3, 2017, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F4 · derivative.underlying_shares: Due to an administrative error, 1,064 performance-based restricted stock units were reported as time-based restricted stock units on the Reporting Person's original Form 4. F4 · balance_after: Due to an administrative error, 1,064 performance-based restricted stock units were reported as time-based restricted stock units on the Reporting Person's original Form 4. Read SEC document |
| November 11, 2016 Filed Nov 23, 2016 02:38 UTC Amendment | US Foods Holding Corp. USFD · Entity 3215 | GrantStock Option (right to buy) · Derivative | 3,247 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0000899243-16-034203 · doc4a.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,247 Underlying: Common Stock · 3,247 shares Expires 2026-11-11 F1 · shares: Due to an administrative error, 3,247 performance-based stock options were reported as time-based stock options on the Reporting Person's original Form 4. F2 · derivative.exercise_date: Time-based stock options granted on November 11, 2016. The time-based stock options will vest and become exercisable in equal annual installments on each June 3, 2017, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F1 · derivative.underlying_shares: Due to an administrative error, 3,247 performance-based stock options were reported as time-based stock options on the Reporting Person's original Form 4. F1 · balance_after: Due to an administrative error, 3,247 performance-based stock options were reported as time-based stock options on the Reporting Person's original Form 4. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 16:59 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 2,304.147 | $82.46 | $189,999.96 |
DisclosureSEC source: 0001618921-16-000085 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,334.6 Underlying: Common Stock · 2,304.147 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through September 30, 2016) on outstanding phantom stock units. Read SEC document |
| October 12, 2016 Filed Oct 13, 2016 18:15 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 303.321 | $78.30 | $23,750.03 |
DisclosureSEC source: 0001618921-16-000054 · edgar.xml · derivative · entry 1 Lederer John Anthony · CIK 0001388540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,030.5 Underlying: Common Stock · 303.321 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan, as amended (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through September 30, 2016) on outstanding phantom stock units. 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.