Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | Director | June 03, 2025 | June 04, 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.
Grocery Outlet Holding Corp.
Report date June 03, 2025 · Filed June 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,203 |
Reported balance
After 2025-06-03 transaction · row 1
1 source rowRow 1 · 2025-06-03 · Grant · Acquired 10,692 · Balance 56,203 F1: Represents 10,692 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 2, 2026, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. |
| Common StockSEC Table I · non-derivative | IndirectHeld through Alterman Revocable Trust | 64,592 |
Reported balance
Holding disclosure · report date 2025-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 64,592 F2: Reflects shares directly held by the Alterman Revocable Trust of which Mr. Alterman is a Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 10,692 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 2, 2026, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy.
F2: Reflects shares directly held by the Alterman Revocable Trust of which Mr. Alterman is a Trustee.
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 03, 2025 Filed Jun 4, 2025 22:03 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 10,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-25-000100 · wk-form4_1749074595.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,203 F1 · shares: Represents 10,692 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 2, 2026, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 22:16 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 25,000 | $11.88 | $297,000.00 |
DisclosureSEC source: 0001771515-25-000025 · wk-form4_1741040183.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held through Alterman Revocable Trust Disclosed balance after: 64,592 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.71 to $11.97, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Reflects shares directly held by the Alterman Revocable Trust of which Mr. Alterman is a Trustee. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:23 UTC Amendment | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 25,000 | $11.88 | $297,000.00 |
DisclosureSEC source: 0001771515-25-000045 · wk-form4a_1741134191.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held through Alterman Revocable Trust Disclosed balance after: 64,592 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.71 to $11.97, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Reflects shares directly held by the Alterman Revocable Trust of which Mr. Alterman is a Trustee. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:20 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 6,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-24-000118 · wk-form4_1717622442.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,511 F1 · shares: Represents 6,803 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 3, 2025, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 23:38 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 5,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-23-000066 · wk-form4_1687477083.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,708 F1 · shares: Represents 5,837 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 20, 2024, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy, including (i) a full annual equity award and (ii) a one-time pro rata annual equity award due to a change in 2023 from the historical grant date in early March to the annual meeting date. Read SEC document |
| May 12, 2022 Filed May 13, 2022 23:25 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000066 · wf-form4_165248427206785.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,871 F1 · shares: Represents 705 restricted stock units ("RSUs") granted to the reporting person that will vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date. Such RSUs were granted in connection with an April 2022 amendment to the issuer's non-employee director compensation policy. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 3,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000015 · wf-form4_164669348777628.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,166 F1 · shares: Represents 3,448 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| March 04, 2021 Filed Mar 9, 2021 01:54 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010490 · doc4.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,718 F1 · shares: Represents a grant of 2,821 deferred stock units that will vest in full on March 1, 2022, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock in ten annual installments beginning on the earlier of (i) the reporting person's termination of service from the board of directors; or (ii) the first business day of 2026. Read SEC document |
| May 13, 2020 Filed May 16, 2020 01:31 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 2,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-013335 · doc4.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,897 F1 · shares: Represents 2,712 restricted stock units granted to the reporting person which are scheduled to vest on March 1, 2021, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 22:55 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 5,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-018009 · doc4.xml · nonDerivative · entry 2 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,185 F2 · shares: Represents a grant of new restricted stock units which will vest on June 19, 2020. Read SEC document |
| March 30, 2019 Filed Jun 24, 2019 22:55 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 7,984 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-018009 · doc4.xml · nonDerivative · entry 1 Alterman Kenneth W. · CIK 0001779737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,573 F1 · shares: Represents restricted stock units previously granted to the reporting person on March 30, 2019, reported on a post-split basis to reflect the stock split which occurred on June 6, 2019. These restricted stock units are scheduled to vest in three equal annual installments, on December 31, 2019, 2020 and 2021. These restricted stock units were already reflected on the reporting person's previously filed Form 3 F1 · balance_after: Represents restricted stock units previously granted to the reporting person on March 30, 2019, reported on a post-split basis to reflect the stock split which occurred on June 6, 2019. These restricted stock units are scheduled to vest in three equal annual installments, on December 31, 2019, 2020 and 2021. These restricted stock units were already reflected on the reporting person's previously filed Form 3 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.