Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALBEMARLE CORPALB · Entity 2581 | EVP, General Counsel | February 26, 2024 | February 29, 2024 |
| US Foods Holding Corp.USFD · Entity 3215 | See Remarks | July 31, 2025 | August 07, 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.
ALBEMARLE CORP
Report date February 26, 2024 · Filed February 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,593 |
Ending reported balance
After 2024-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-26 · Grant · Acquired 1,763 · Balance 3,136 F1: Shares were issued to the Reporting Person on 2/26/2024 as settlement of 50% of the payout earned under the Issuer's 2023 Annual Incentive Plan and vested immediately. Row 2 · 2024-02-26 · Tax withholding · Disposed 543 · Balance 2,593 F2: Shares withheld to meet tax liabilities associated with vesting of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,373 |
Reported balance
Holding disclosure · report date 2024-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,373 F3: These shares are owned directly by the Kristin Coleman Revocable Trust (the "Trust"), of which the Reporting Person is the sole trustee. F4: In Table I of a Form 4 previously filed by the Reporting Person reporting the Trust's purchase of 1,373 shares on November 7, 2023, Column 5 inadvertently reported all 2,746 shares beneficially owned by the Reporting Person after that transaction as owned indirectly by the Trust. Column 5 of Table 1 above corrects that misstatement and sets forth separately the total number of shares beneficially owned by the Reporting Person both directly and indirectly after the reported transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were issued to the Reporting Person on 2/26/2024 as settlement of 50% of the payout earned under the Issuer's 2023 Annual Incentive Plan and vested immediately.
F2: Shares withheld to meet tax liabilities associated with vesting of Common Stock.
F3: These shares are owned directly by the Kristin Coleman Revocable Trust (the "Trust"), of which the Reporting Person is the sole trustee.
F4: In Table I of a Form 4 previously filed by the Reporting Person reporting the Trust's purchase of 1,373 shares on November 7, 2023, Column 5 inadvertently reported all 2,746 shares beneficially owned by the Reporting Person after that transaction as owned indirectly by the Trust. Column 5 of Table 1 above corrects that misstatement and sets forth separately the total number of shares beneficially owned by the Reporting Person both directly and indirectly after the reported transactions.
US Foods Holding Corp.
Report date July 31, 2025 · Filed August 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,069 |
Reported balance
Holding disclosure · report date 2025-07-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,069 |
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 |
|---|---|---|---|---|---|---|
| February 21, 2019 Filed Feb 22, 2019 23:34 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 3,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-19-000016 · wf-form4_155087843257151.xml · nonDerivative · entry 1 COLEMAN KRISTIN M · CIK 0001464051 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,740 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: Shares of the Issuer's common stock were acquired in connection with the vesting of restricted stock units granted on February 21, 2017. Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:05 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000088 · wf-form4_152823269182552.xml · derivative · entry 3 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,485 Underlying: Common Stock · 2,742 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 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 · derivative.exercise_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. F3 · 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 5, 2018 21:05 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 804 | $36.45 | $29,305.80 |
DisclosureSEC source: 0001665918-18-000088 · wf-form4_152823269182552.xml · nonDerivative · entry 2 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,120 Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:05 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 2,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000088 · wf-form4_152823269182552.xml · nonDerivative · entry 1 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,924 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 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. F2 · balance_after: Share total includes an additional 1,641 shares not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 21:10 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 8,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000038 · wf-form4_152227137089293.xml · derivative · entry 2 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,443 Underlying: Common Stock · 8,443 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on March 26, 2019. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on March 26, 2019. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 21:10 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (right to buy) · Derivative | 21,863 | $0.00 Strike: $33.56 | $0.00 |
DisclosureSEC source: 0001665918-18-000038 · wf-form4_152227137089293.xml · derivative · entry 1 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,863 Underlying: Common Stock · 21,863 shares Expires 2028-03-26 F1 · derivative.exercise_date: The stock options vest and become exercisable in three equal annual installments beginning on March 26, 2019. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:54 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 3,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000003 · wf-form4_151942283467650.xml · derivative · entry 3 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,859 Underlying: Common Stock · 3,619 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. F2 · derivative.exercise_date: Time-based restricted stock units vest in four equal annual installments beginning on February 21, 2018. F2 · derivative.expiration_date: Time-based restricted stock units vest in four equal annual installments beginning on February 21, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:54 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 1,078 | $32.29 | $34,808.62 |
DisclosureSEC source: 0001665918-18-000003 · wf-form4_151942283467650.xml · nonDerivative · entry 2 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,541 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:54 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 3,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000003 · wf-form4_151942283467650.xml · nonDerivative · entry 1 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,619 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. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:11 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,101 | $0.00 Strike: $30.39 | $0.00 |
DisclosureSEC source: 0000899243-17-015556 · doc4.xml · derivative · entry 2 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,101 Underlying: Common Stock · 25,101 shares Expires 2027-06-03 F3 · derivative.exercise_date: Time-based stock options granted on June 3, 2017. The time-based stock options will vest and become exercisable 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 23:11 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 8,227 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015556 · doc4.xml · derivative · entry 1 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,227 Underlying: Common Stock · 8,227 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · 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. F2 · 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 |
| February 21, 2017 Filed Feb 23, 2017 23:36 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 14,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005122 · doc4.xml · derivative · entry 1 COLEMAN KRISTIN M · CIK 0001464051 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,478 Underlying: Common Stock · 14,478 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Time-based restricted stock units granted on February 21, 2017. The time-based restricted stock units will vest on each February 21, 2018, 2019, 2020 and 2021, contingent on the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: Time-based restricted stock units granted on February 21, 2017. The time-based restricted stock units will vest on each February 21, 2018, 2019, 2020 and 2021, contingent on the reporting person's continued service with the Issuer. 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.