Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Connetic Venture Capital Access FundVCAFX · Entity 69046 | Director | October 02, 2024 | October 10, 2024 |
| KROGER COKR · Entity 100 | Senior Vice President | April 17, 2025 | April 21, 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.
Connetic Venture Capital Access Fund
Report date October 02, 2024 · Filed October 10, 2024
This filing explicitly reported no securities owned.
KROGER CO
Report date April 17, 2025 · Filed April 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,828 |
Ending reported balance
After 2025-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-17 · Exercise / conversion · Acquired 9,016 · Balance 58,829 Row 2 · 2025-04-17 · Sale · Disposed 14,001 · Balance 44,828 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.650 to $70.720, inclusive. The reporting person undertakes to provide to The Kroger Co., any security holder of The Kroger Co., 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 range set forth above. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $34.94 · Expires 2031-03-11 | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-17 · Exercise / conversion · Disposed 9,016 · Balance 0 F2: These options were granted under a long-term incentive plan of The Kroger Co. and vested in equal annual installments over a four-year period at the rate of 25% per year commencing one year from the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.650 to $70.720, inclusive. The reporting person undertakes to provide to The Kroger Co., any security holder of The Kroger Co., 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 range set forth above.
F2: These options were granted under a long-term incentive plan of The Kroger Co. and vested in equal annual installments over a four-year period at the rate of 25% per year commencing one year from the date of the grant.
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 |
|---|---|---|---|---|---|---|
| January 30, 2018 Filed Jan 31, 2018 15:56 UTC | KROGER CO KR · Entity 100 | Exercise / conversionCommon Stock | 7,000 | $12.37 | $86,590.00 |
DisclosureSEC source: 0001209191-18-006134 · doc4.xml · nonDerivative · entry 2 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,673 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 |
| January 30, 2018 Filed Jan 31, 2018 15:56 UTC | KROGER CO KR · Entity 100 | Exercise / conversionCommon Stock | 4,200 | $10.08 | $42,336.00 |
DisclosureSEC source: 0001209191-18-006134 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,673 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 |
| December 21, 2017 Filed Dec 22, 2017 15:35 UTC | KROGER CO KR · Entity 100 | GiftCommon Stock | 200 | $200.00 | $40,000.00 |
DisclosureSEC source: 0001209191-17-066913 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,473 Read SEC document |
| December 21, 2017 Filed Dec 27, 2017 14:45 UTC Amendment | KROGER CO KR · Entity 100 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067301 · doc4a.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,473 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 14:47 UTC | KROGER CO KR · Entity 100 | Tax withholdingCommon Stock | 1,609 | $23.01 | $37,023.09 |
DisclosureSEC source: 0001209191-17-045291 · doc4.xml · nonDerivative · entry 4 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,673 F3 · shares: Payment of tax liability associated with restricted stock. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 14:47 UTC | KROGER CO KR · Entity 100 | GrantNon-Qualified Stock Option · Derivative | 13,819 | $0.00 Strike: $22.92 | $0.00 |
DisclosureSEC source: 0001209191-17-045291 · doc4.xml · derivative · entry 5 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,819 Underlying: Common Stock · 13,819 shares Expires 2027-07-13 F4 · derivative.exercise_date: These options were granted under a long-term incentive plan of The Kroger Co. and vest in equal annual installments over a five-year period, at the rate of 20% per year commencing one year from the date of the grant. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 14:47 UTC | KROGER CO KR · Entity 100 | Tax withholdingCommon Stock | 282 | $22.92 | $6,463.44 |
DisclosureSEC source: 0001209191-17-045291 · doc4.xml · nonDerivative · entry 3 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,737 F3 · shares: Payment of tax liability associated with restricted stock. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 14:47 UTC | KROGER CO KR · Entity 100 | GrantCommon Stock | 6,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045291 · doc4.xml · nonDerivative · entry 2 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,282 F2 · shares: Restricted stock awarded pursuant to a long-term incentive plan of The Kroger Co. The restrictions lapse as to 20% one year from the date of the award, 20% two years from the date of the award, and 60% three years from the date of the award. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 14:47 UTC | KROGER CO KR · Entity 100 | GrantCommon Stock | 4,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045291 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,019 F1 · shares: Restricted stock awarded pursuant to a long-term incentive plan of The Kroger Co. The restrictions on these shares lapse in equal annual installments in whole amounts over a five-year period, at the rate of 20% per year commencing one year from the date of the award. Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 19:23 UTC | KROGER CO KR · Entity 100 | Tax withholdingCommon Stock | 381 | $22.80 | $8,686.80 |
DisclosureSEC source: 0001209191-17-045023 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,983 F1 · shares: Payment of tax liability associated with restricted stock. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 14:03 UTC | KROGER CO KR · Entity 100 | Tax withholdingCommon Stock | 528 | $28.83 | $15,222.24 |
DisclosureSEC source: 0001209191-17-020034 · doc4.xml · nonDerivative · entry 2 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,566 F1 · shares: Payment of tax liability associated with share award. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 14:03 UTC | KROGER CO KR · Entity 100 | GrantCommon Stock | 1,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020034 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,094 Read SEC document |
| March 09, 2017 Filed Mar 17, 2017 18:13 UTC Amendment | KROGER CO KR · Entity 100 | Tax withholdingCommon Stock | 730 | $28.83 | $21,045.90 |
DisclosureSEC source: 0001209191-17-021297 · doc4a.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,364 F1 · shares: The Form 4 filed on behalf of the reporting person on 3/13/2017 reported that that 528 shares had been withheld in payment of tax liability associated with a share award. That number was reported in error; the actual number of shares withheld was 730. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 15:34 UTC | KROGER CO KR · Entity 100 | SaleCommon Stock | 300 | $29.54 | $8,860.50 |
DisclosureSEC source: 0001209191-17-018152 · doc4.xml · nonDerivative · entry 2 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,714 Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 15:34 UTC | KROGER CO KR · Entity 100 | SaleCommon Stock | 10,700 | $29.53 | $315,971.00 |
DisclosureSEC source: 0001209191-17-018152 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,014 Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 17:02 UTC | KROGER CO KR · Entity 100 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156050 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,714 Read SEC document |
| December 06, 2016 Filed Dec 6, 2016 16:14 UTC | KROGER CO KR · Entity 100 | GiftCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153557 · doc4.xml · nonDerivative · entry 1 Foley Todd A · CIK 0001577890 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,864 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.