Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHIPOTLE MEXICAN GRILL INCCMG · Entity 3037 | Chief D&I and People Officer | August 01, 2022 | August 01, 2022 |
| Krispy Kreme, Inc.DNUT · Entity 5375 | Director | June 17, 2025 | June 20, 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.
CHIPOTLE MEXICAN GRILL INC
Report date August 01, 2022 · Filed August 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 4,690 |
Reported balance
After 2022-08-01 transaction · row 1
1 source rowRow 1 · 2022-08-01 · Sale · Disposed 251 · Balance 4,690 |
Krispy Kreme, Inc.
Report date June 17, 2025 · Filed June 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,947 |
Reported balance
After 2025-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-17 · Grant · Acquired 47,795 · Balance 67,947 F1: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on June 17, 2028. F2: Direct: 4,140, unvested RSUs: 63,807. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on June 17, 2028.
F2: Direct: 4,140, unvested RSUs: 63,807.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Kate Spade & Co
Report date July 11, 2017 · Filed July 13, 2017
Section 16 reporting ended · disclosed 2017-07-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,131 |
Reported balance
After 2017-07-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-07-11 · Disposition to issuer · Disposed 10,446 · Balance 18,131 F1: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share"). F2: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger. F3: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,446 |
Reported balance
After 2017-07-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-07-11 · Disposition to issuer · Disposed 7,685 · Balance 10,446 F1: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share"). F2: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger. F4: This award of restricted stock units provided for vesting in two equal installments on March 1, 2019 and March 1, 2020. The vesting of this award was accelerated in connection with the Merger. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-07-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-07-11 · Disposition to issuer · Disposed 10,446 · Balance 0 F1: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share"). F5: Pursuant to the Merger Agreement, each of these restricted stock units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (rounded to the nearest whole share). F3: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 7,685 |
Reported balance
After 2017-07-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-07-11 · Grant · Acquired 7,685 · Balance 7,685 F6: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. F7: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share). |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-07-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-07-11 · Disposition to issuer · Disposed 7,685 · Balance 0 F6: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. F7: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share").
F2: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger.
F3: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger.
F4: This award of restricted stock units provided for vesting in two equal installments on March 1, 2019 and March 1, 2020. The vesting of this award was accelerated in connection with the Merger.
F5: Pursuant to the Merger Agreement, each of these restricted stock units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (rounded to the nearest whole share).
F6: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan.
F7: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share).
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 |
|---|---|---|---|---|---|---|
| June 17, 2025 Filed Jun 20, 2025 08:30 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 47,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-25-000090 · wk-form4_1750422604.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,947 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on June 17, 2028. F2 · balance_after: Direct: 4,140, unvested RSUs: 63,807. Read SEC document |
| April 11, 2024 Filed Apr 12, 2024 16:02 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 6,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-24-000030 · wk-form4_1712952156.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,152 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 11, 2027, 20% on April 11, 2028, and 20% on April 11, 2029. F2 · balance_after: Unvested RSUs Read SEC document |
| May 09, 2023 Filed May 11, 2023 17:31 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 6,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-23-000051 · wf-form4_168384066393217.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,480 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments asfollows: 60% on May 9, 2026, 20% on May 9, 2027, and 20% on May 9, 2028. F2 · balance_after: Unvested RSUs Read SEC document |
| August 01, 2022 Filed Aug 1, 2022 20:48 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Salecommon stock | 251 | $1,575.00 | $395,325.00 |
DisclosureSEC source: 0001127602-22-020024 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,690 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 19:47 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 223 | $1,288.20 | $287,268.60 |
DisclosureSEC source: 0001127602-22-018459 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,941 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's tax obligation in connection with the vesting of performance share units awarded in 2018. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 21:46 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 6,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-22-000060 · wf-form4_164929596938984.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,901 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 4, 2025, 20% on April 4, 2026, and 20% on April 4, 2027. Read SEC document |
| March 11, 2022 Filed Mar 14, 2022 20:37 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Salecommon stock | 839 | $1,485.00 | $1,245,915.00 |
DisclosureSEC source: 0001127602-22-009151 · form4.xml · nonDerivative · entry 2 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,164 Read SEC document |
| March 11, 2022 Filed Mar 14, 2022 20:37 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Salecommon stock | 617 | $1,475.00 | $910,075.00 |
DisclosureSEC source: 0001127602-22-009151 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:24 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grant2022 SOSAR · Derivative | 2,211 | $0.00 Strike: $1,578.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004796 · form4.xml · derivative · entry 3 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,211 Underlying: common stock · 2,211 shares Expires 2029-02-10 F3 · kind: The SOSAR vests in equal amounts on the second and third anniversaries of the grant date, subject to possible acceleration of vesting. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:24 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 1,995 | $1,608.74 | $3,209,436.30 |
DisclosureSEC source: 0001127602-22-004796 · form4.xml · nonDerivative · entry 2 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,620 F2 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's tax obligation in connection with the vesting of a PSU awarded in 2019. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:24 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grantcommon stock | 4,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004796 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,615 F1 · kind: Represents shares issued to the reporting person in settlement of a performance share unit (PSU) awarded in 2019. The PSU settled based on the achievement of predetermined performance goals. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 23:12 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 412 | $1,452.94 | $598,611.28 |
DisclosureSEC source: 0001127602-22-004027 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,598 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's tax obligation in connection with the vesting of performance share units awarded in 2019. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:28 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 445 | $1,747.22 | $777,512.90 |
DisclosureSEC source: 0001127602-22-000113 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,010 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's tax obligation in connection with the vesting of performance share units awarded in 2018. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 23:38 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Salecommon stock | 200 | $1,720.00 | $344,000.00 |
DisclosureSEC source: 0001127602-21-030671 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,455 Read SEC document |
| July 22, 2021 Filed Jul 23, 2021 20:16 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Exercise / conversion2018 Sign-on SOSAR · Derivative | 1,961 | $0.00 Strike: $470.09 | $0.00 |
DisclosureSEC source: 0001127602-21-022425 · form4.xml · derivative · entry 4 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 1,961 shares Expires 2025-04-27 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 22, 2021 Filed Jul 23, 2021 20:16 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Salecommon stock | 1,448 | $1,800.00 | $2,606,400.00 |
DisclosureSEC source: 0001127602-21-022425 · form4.xml · nonDerivative · entry 3 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,655 Read SEC document |
| July 22, 2021 Filed Jul 23, 2021 20:16 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 513 | $1,800.00 | $923,400.00 |
DisclosureSEC source: 0001127602-21-022425 · form4.xml · nonDerivative · entry 2 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,103 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's payment obligation upon exercise of the stock appreciation right. Read SEC document |
| July 22, 2021 Filed Jul 23, 2021 20:16 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Exercise / conversioncommon stock | 1,961 | $470.09 | $921,846.49 |
DisclosureSEC source: 0001127602-21-022425 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,616 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 |
| June 30, 2021 Filed Jul 2, 2021 20:32 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 445 | $1,550.34 | $689,901.30 |
DisclosureSEC source: 0001127602-21-021262 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,655 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's tax obligation in connection with the vesting of performance share units awarded in 2018. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:00 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 720 | $1,485.61 | $1,069,639.20 |
DisclosureSEC source: 0001127602-21-011081 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's tax obligation in connection with the vesting of performance share units awarded in 2018. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 23:02 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grant2021 SOSARs · Derivative | 2,009 | $0.00 Strike: $1,479.55 | $0.00 |
DisclosureSEC source: 0001127602-21-004446 · form4.xml · derivative · entry 4 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009 Underlying: common stock · 2,009 shares Expires 2028-02-04 F4 · derivative.exercise_date: The SOSARs vest in equal amounts on the second and third anniversaries of the grant date, subject to possible acceleration of vesting. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 23:02 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grantcommon stock | 2,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004446 · form4.xml · nonDerivative · entry 3 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,820 F3 · kind: Represents shares earned in settlement of performance share units awarded in 2018, which shares will vest one-third on June 30, 2021, one-third on December 31, 2021, one-sixth on June 30, 2022 and one-sixth on December 31, 2022. Vesting is subject to the reporting person's continued employment with Chipotle through such dates. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 23:02 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grantcommon stock | 1,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004446 · form4.xml · nonDerivative · entry 2 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,133 F2 · kind: Represents shares that will be issued to the reporting person on March 15, 2021 in settlement of performance share units awarded in 2018. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 23:02 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grantcommon stock | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004446 · form4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief D&I and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,574 F1 · kind: Represents shares earned by the reporting person under the transformation performance share units awarded in 2019, which shares will vest 40% on February 8, 2022 and 60% on February 8, 2023, subject to the reporting person's continued employment with Chipotle through such dates. Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 22:48 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Exercise / conversion2018 Sign-on SOSAR · Derivative | 1,961 | $0.00 Strike: $470.09 | $0.00 |
DisclosureSEC source: 0001209191-20-026038 · doc4.xml · derivative · entry 4 Andrada Marissa · CIK 0001680089 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,961 Underlying: common stock · 1,961 shares Expires 2025-04-27 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 27, 2020 Filed Apr 28, 2020 22:48 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Salecommon stock | 936 | $900.00 | $842,400.00 |
DisclosureSEC source: 0001209191-20-026038 · doc4.xml · nonDerivative · entry 3 Andrada Marissa · CIK 0001680089 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 22:48 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Tax withholdingcommon stock | 1,025 | $900.00 | $922,500.00 |
DisclosureSEC source: 0001209191-20-026038 · doc4.xml · nonDerivative · entry 2 Andrada Marissa · CIK 0001680089 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936 F1 · kind: Consists of shares of common stock retained by Chipotle to satisfy the reporting person's payment obligation upon exercise of the stock appreciation right. Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 22:48 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Exercise / conversioncommon stock | 1,961 | $470.09 | $921,846.49 |
DisclosureSEC source: 0001209191-20-026038 · doc4.xml · nonDerivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,961 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 |
| February 06, 2020 Filed Feb 10, 2020 21:41 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grant2020 SOSARs · Derivative | 2,672 | $0.00 Strike: $857.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007940 · doc4.xml · derivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,672 Underlying: common stock · 2,672 shares Expires 2027-02-06 F1 · derivative.exercise_date: The SOSARs vest in equal amounts on the second and third anniversaries of the grant date, subject to possible acceleration of vesting. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 22:13 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grant2019 SOSARs · Derivative | 3,391 | $0.00 Strike: $582.77 | $0.00 |
DisclosureSEC source: 0001209191-19-009393 · doc4.xml · derivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,391 Underlying: Common stock · 3,391 shares Expires 2026-02-08 F1 · derivative.exercise_date: The SOSARs awarded to the reporting person vest in equal amounts on the second and third anniversaries of the grant date, subject to possible acceleration of vesting. Read SEC document |
| April 27, 2018 Filed May 1, 2018 21:29 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grant2018 Sign-on SOSARs · Derivative | 3,922 | $0.00 Strike: $470.09 | $0.00 |
DisclosureSEC source: 0001209191-18-027164 · doc4.xml · derivative · entry 1 Andrada Marissa · CIK 0001680089 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,922 Underlying: Common stock · 3,922 shares Expires 2025-04-27 F1 · derivative.exercise_date: The SOSARs awarded to the reporting person vest in equal amounts on the second and third anniversaries of the grant date, subject to possible acceleration of vesting. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 17:19 UTC | Kate Spade & Co KATE · Entity 174445 | Disposition to issuerPerformance Share Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-045071 · doc4.xml · derivative · entry 5 Andrada Marissa · CIK 0001680089 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock, par value $1 per share · 7,685 shares Expires not disclosed F6 · derivative.exercise_price: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. F7 · kind: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share). F7 · price: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share). F6 · derivative.exercise_date: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. F6 · derivative.expiration_date: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 17:19 UTC | Kate Spade & Co KATE · Entity 174445 | GrantPerformance Share Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-045071 · doc4.xml · derivative · entry 4 Andrada Marissa · CIK 0001680089 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Underlying: Common stock, par value $1 per share · 7,685 shares Expires not disclosed F6 · derivative.exercise_price: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. F7 · kind: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share). F7 · price: Pursuant to the Merger Agreement, each of these performance share units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (assuming for this purpose that performance in respect of all such outstanding performance share units was achieved at a level that resulted in a payout of 100% of the target award) (rounded to the nearest whole share). F6 · derivative.exercise_date: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. F6 · derivative.expiration_date: The performance share units were granted on March 1, 2017, and represented a contingent right to receive Shares on a one-to-one basis after December 28, 2019, the date representing the end of the applicable performance period, after which the PSUs would have otherwise vested in accordance with the terms of the 2017 performance share unit award agreement and the Company's 2013 Stock Incentive Plan. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 17:19 UTC | Kate Spade & Co KATE · Entity 174445 | Disposition to issuerRestricted Stock Units · Derivative | 10,446 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-045071 · doc4.xml · derivative · entry 3 Andrada Marissa · CIK 0001680089 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock, par value $1 per share · 10,446 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share"). F5 · kind: Pursuant to the Merger Agreement, each of these restricted stock units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (rounded to the nearest whole share). F5 · price: Pursuant to the Merger Agreement, each of these restricted stock units was converted into a restricted stock unit with respect to 0.3914 shares of Parent common stock (rounded to the nearest whole share). F3 · derivative.exercise_date: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger. F3 · derivative.expiration_date: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 17:19 UTC | Kate Spade & Co KATE · Entity 174445 | Disposition to issuerRestricted Stock Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-045071 · doc4.xml · derivative · entry 2 Andrada Marissa · CIK 0001680089 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,446 Underlying: Common stock, par value $1 per share · 7,685 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share"). F2 · kind: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger. F2 · price: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger. F4 · derivative.exercise_date: This award of restricted stock units provided for vesting in two equal installments on March 1, 2019 and March 1, 2020. The vesting of this award was accelerated in connection with the Merger. F4 · derivative.expiration_date: This award of restricted stock units provided for vesting in two equal installments on March 1, 2019 and March 1, 2020. The vesting of this award was accelerated in connection with the Merger. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 17:19 UTC | Kate Spade & Co KATE · Entity 174445 | Disposition to issuerRestricted Stock Units · Derivative | 10,446 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-045071 · doc4.xml · derivative · entry 1 Andrada Marissa · CIK 0001680089 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,131 Underlying: Common stock, par value $1 per share · 10,446 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of common stock, par value $1.00 per share, of the Issuer (each, a "Share"). F2 · kind: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger. F2 · price: Pursuant to the Agreement and Plan of Merger dated as of May 7, 2017 (the "Merger Agreement") by and among Coach, Inc. ("Parent"), Chelsea Merger Sub Inc. ("Purchaser"), and the Issuer, on July 11, 2017, Purchaser merged with and into the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). As approved by the compensation committee of the board of directors of the Issuer, each of these restricted stock units, was cancelled and converted into a right to receive an amount in cash equal to $18.50 for each Share underlying each such restricted stock unit, less any required withholding taxes, such amount to be paid as soon as practicable following the effective time of the Merger. F3 · derivative.exercise_date: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger. F3 · derivative.expiration_date: This award of restricted stock units provided for vesting in two equal installments on July 20, 2018 and July 20, 2019. The vesting of the July 20, 2019 installment was accelerated in connection with the Merger. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:18 UTC | Kate Spade & Co KATE · Entity 174445 | GrantRestricted Share Units · Derivative | 7,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017973 · doc4.xml · derivative · entry 1 Andrada Marissa · CIK 0001680089 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Underlying: Common stock, par value $1 per share · 7,685 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The award is granted pursuant to the Issuer's 2013 Stock Incentive Plan and will vest as follows: 50% on each of the 2nd and 3rd grant date anniversaries. F2 · derivative.expiration_date: The award is granted pursuant to the Issuer's 2013 Stock Incentive Plan and will vest as follows: 50% on each of the 2nd and 3rd grant date anniversaries. 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.