Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifeway Foods, Inc.LWAY · Entity 891 | Director | July 01, 2025 | July 01, 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.
Lifeway Foods, Inc.
Report date July 01, 2025 · Filed July 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 26,847 |
Reported balance
After 2025-07-01 transaction · row 1
1 source rowRow 1 · 2025-07-01 · Exercise / conversion · Acquired 1,356 · Balance 26,847 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,710 |
Reported balance
After 2025-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-07-01 · Exercise / conversion · Disposed 1,356 · Balance 2,710 F3: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on July 1, 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,600 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,600 F1: Each restricted stock unit ("RSU") has a value equal to one share of common stock. The remaining RSUs will vest on August 31, 2025, contingent on the Reporting Person's continued service as a Director on the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,101 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,101 F2: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") has a value equal to one share of common stock. The remaining RSUs will vest on August 31, 2025, contingent on the Reporting Person's continued service as a Director on the vesting date.
F2: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date.
F3: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on July 1, 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2025 Filed Jul 1, 2025 20:12 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-004867 · ownership.xml · derivative · entry 4 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,710 Underlying: Common Stock · 1,356 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. F3 · derivative.exercise_price: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on July 1, 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F3 · derivative.exercise_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on July 1, 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F3 · derivative.expiration_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on July 1, 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 20:12 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-004867 · ownership.xml · nonDerivative · entry 1 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,847 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 |
| August 31, 2024 Filed Sep 4, 2024 23:35 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006190 · ownership.xml · derivative · entry 3 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,101 Underlying: Common Stock · 1,551 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 RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · derivative.exercise_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · derivative.expiration_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:35 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006190 · ownership.xml · derivative · entry 2 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 1,600 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 ("RSU") has a value equal to one share of common stock. The remaining RSUs will vest on August 31, 2025, contingent on the Reporting Person's continued service as a Director on the vesting date. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") has a value equal to one share of common stock. The remaining RSUs will vest on August 31, 2025, contingent on the Reporting Person's continued service as a Director on the vesting date. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") has a value equal to one share of common stock. The remaining RSUs will vest on August 31, 2025, contingent on the Reporting Person's continued service as a Director on the vesting date. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:35 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006190 · ownership.xml · nonDerivative · entry 1 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,491 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 |
| July 01, 2024 Filed Jul 2, 2024 20:52 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 4,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-004612 · ownership.xml · derivative · entry 4 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,066 Underlying: Common Stock · 4,066 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on each of July 1, 2025 and 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F4 · derivative.exercise_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on each of July 1, 2025 and 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F4 · derivative.expiration_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,356 will vest on each of July 1, 2025 and 2026 and 1,354 will vest on July 1, 2027, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 21:19 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 4,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006268 · ownership.xml · derivative · entry 3 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,652 Underlying: Common Stock · 4,652 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2024 and 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F3 · derivative.exercise_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2024 and 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F3 · derivative.expiration_date: Each RSU has a value equal to one share of common stock. Of such RSUs, 1,551 will vest on each of August 31, 2024 and 2025 and 1,550 will vest on August 31, 2026, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 21:19 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006268 · ownership.xml · derivative · entry 2 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 1,600 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 ("RSU") has a value equal to one share of common stock. Of such RSUs, 1,600 will vest on each of August 31, 2023, 2024 and 2025, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · derivative.exercise_date: Each restricted stock unit ("RSU") has a value equal to one share of common stock. Of such RSUs, 1,600 will vest on each of August 31, 2023, 2024 and 2025, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · derivative.expiration_date: Each restricted stock unit ("RSU") has a value equal to one share of common stock. Of such RSUs, 1,600 will vest on each of August 31, 2023, 2024 and 2025, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 21:19 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006268 · ownership.xml · nonDerivative · entry 1 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,340 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 · balance_after: Includes time-based restricted stock awards of which 1,758 shares will vest on August 12, 2024, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| August 31, 2022 Filed Feb 24, 2023 20:22 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 4,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-001121 · ownership.xml · derivative · entry 2 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 4,800 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,600 will vest on each of August 31, 2023, 2024 and 2025, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,600 will vest on each of August 31, 2023, 2024 and 2025, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,600 will vest on each of August 31, 2023, 2024 and 2025, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| August 12, 2021 Filed Jun 23, 2022 14:16 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 5,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-004524 · ownership.xml · nonDerivative · entry 1 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,740 F1 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 1,757 of the shares will vest on August 12, 2022; 1,757 will vest on August 12, 2023; and 1,758 will vest on August 12, 2024, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · balance_after: Includes time-based restricted stock awards of which 5,156 shares will vest on July 15, 2022; and 5,156 shares will vest on July 15, 2023 contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 22:02 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 15,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-20-002294 · ownership.xml · nonDerivative · entry 1 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,468 F1 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 3,802 of the shares will vest on July 15, 2021; 3,802 will vest on July 15, 2022; and 3,802 will vest on July 15, 2023, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| July 15, 2020 Filed Jun 23, 2022 14:15 UTC Amendment | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 15,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-004523 · ownership.xml · nonDerivative · entry 1 LEVY JODY · CIK 0001804749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,468 F1 · shares: Represents time-based restricted stock awards. Of such time-based restricted stock, 5,156 of the shares will vest on July 15, 2021; 5,156 will vest on July 15, 2022; and 5,156 will vest on July 15, 2023, contingent on the Reporting Person's continued service as a Director on each applicable vesting date 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.