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 | 22,214 |
Reported balance
After 2025-07-01 transaction · row 1
1 source rowRow 1 · 2025-07-01 · Exercise / conversion · Acquired 1,356 · Balance 22,214 |
| 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 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 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: 0001683168-25-004868 · ownership.xml · derivative · entry 4 SIKAR POL · CIK 0001288051 · 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: 0001683168-25-004868 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,214 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 22, 2025 Filed May 22, 2025 22:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 800 | $22.80 | $18,240.00 |
DisclosureSEC source: 0001683168-25-003953 · ownership.xml · nonDerivative · entry 3 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,858 Read SEC document |
| May 21, 2025 Filed May 22, 2025 22:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 200 | $22.83 | $4,566.00 |
DisclosureSEC source: 0001683168-25-003953 · ownership.xml · nonDerivative · entry 2 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,658 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.83 to $22.835 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 20, 2025 Filed May 22, 2025 22:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 3,000 | $22.35 | $67,050.00 |
DisclosureSEC source: 0001683168-25-003953 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,858 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.30 to $22.45 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 22:12 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006184 · ownership.xml · derivative · entry 3 SIKAR POL · CIK 0001288051 · 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 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 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 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 22:12 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006184 · ownership.xml · derivative · entry 2 SIKAR POL · CIK 0001288051 · 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 22:12 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006184 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,858 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 5, 2024 16:38 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 4,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-004690 · ownership.xml · derivative · entry 4 SIKAR POL · CIK 0001288051 · 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 |
| March 28, 2024 Filed Mar 29, 2024 20:41 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 10,000 | $17.19 | $171,900.00 |
DisclosureSEC source: 0001683168-24-001889 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,707 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.12 to $17.38 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 1,758 time-based restricted stock awards all of which 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, 2023 Filed Sep 5, 2023 23:07 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 4,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006284 · ownership.xml · derivative · entry 4 SIKAR POL · CIK 0001288051 · 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 23:07 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006284 · ownership.xml · derivative · entry 3 SIKAR POL · CIK 0001288051 · 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, 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, 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, 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 23:07 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006284 · ownership.xml · nonDerivative · entry 2 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,707 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 23, 2023 Filed Sep 5, 2023 23:07 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GiftCommon Stock, no par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006284 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,107 F1 · balance_after: Includes 1,758 time-based restricted stock awards all of which 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 Sep 7, 2022 00:54 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 4,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-006227 · ownership.xml · derivative · entry 2 SIKAR POL · CIK 0001288051 · 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 14:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 5,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-004526 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,607 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 a time-based restricted stock award of which 3,802 shares will vest on July 15, 2022; and 3,802 shares will vest on July 15, 2023, in each case 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 22:08 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 11,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-20-002300 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,335 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. F2 · balance_after: Includes (a) a time-based restricted stock, of which 2,739 will vest on June 20, 2021 and 2,739 will vest on June 20, 2022 and (b) a time-based restricted stock award, of which 1,647 will vest on June 15, 2021, in each case contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 15:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 8,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-001962 · ownership.xml · nonDerivative · entry 2 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,929 F2 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 2,740 shares will vest on June 20, 2020; 2,739 will vest on June 20, 2021; and 2,739 will vest on June 20, 2022, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F3 · balance_after: Includes a time-based restricted stock award, 1,647 shares of which will vest on June 15, 2020; and 1,647 will vest on June 15, 2021, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 15:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-001962 · ownership.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,710 F1 · shares: Represents an award of common stock in lieu of cash compensation and was fully vested as of the date of the grant. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 15:34 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 4,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-18-001721 · sikar_f4.xml · nonDerivative · entry 2 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,889 F2 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 1,648 shares will vest on June 15, 2019; 1,647 will vest on June 15, 2020; and 1,647 will vest on June 15, 2021, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 15:34 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-18-001721 · sikar_f4.xml · nonDerivative · entry 1 SIKAR POL · CIK 0001288051 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,947 F1 · shares: Represents an award of common stock in lieu of cash compensation, and was fully vested as of the date of the grant. 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.