Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | COO, Branded Services | April 01, 2025 | April 03, 2025 |
| TreeHouse Foods, Inc.THS · Entity 66763 | SVP, Chief Commercial Officer | March 05, 2020 | April 24, 2020 |
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.
Advantage Solutions Inc.
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 158,450 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 158,450 · Balance 158,450 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 158,450 |
Reported balance
After 2025-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-01 · Grant · Acquired 158,450 · Balance 158,450 F2: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.42 · Expires 2032-04-01 | Direct | 418,841 |
Reported balance
After 2025-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-01 · Grant · Acquired 418,841 · Balance 418,841 F3: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date.
F2: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4.
F3: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date.
TreeHouse Foods, Inc.
Report date March 05, 2020 · Filed April 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,216 |
Reported balance
After 2020-03-05 transaction · row 1
1 source rowRow 1 · 2020-03-05 · Purchase · Acquired 1,000 · Balance 9,216 F1: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $40.32 to $40.45, inclusive. The reporting person undertakes to provide to TreeHouse Foods, Inc., any security holder of TreeHouse Foods, Inc., 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $40.32 to $40.45, inclusive. The reporting person undertakes to provide to TreeHouse Foods, Inc., any security holder of TreeHouse Foods, Inc., 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.
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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 16:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option · Derivative | 418,841 | $0.00 Strike: $1.42 | $0.00 |
DisclosureSEC source: 0000950170-25-050400 · ownership.xml · derivative · entry 3 General Dean · CIK 0001768523 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418,841 Underlying: Class A Common Stock · 418,841 shares Expires 2032-04-01 F3 · derivative.exercise_date: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 158,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050400 · ownership.xml · derivative · entry 2 General Dean · CIK 0001768523 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,450 Underlying: Class A Common Stock · 158,450 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 158,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050400 · ownership.xml · nonDerivative · entry 1 General Dean · CIK 0001768523 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,450 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:33 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 6,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000089 · wf-form4_158586316503077.xml · derivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,562 Underlying: Common Stock · 6,562 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 29, 2020 Filed Mar 31, 2020 20:59 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionRestricted Stock Unit · Derivative | 1,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000073 · wf-form4_158568836075174.xml · derivative · entry 3 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,086 Underlying: Common Stock · 1,544 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 restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F1 · kind: Settlement of restricted stock units into shares of common stock. F4 · derivative.exercise_date: The grant date of the restricted stock units is March 29, 2019. The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The grant date of the restricted stock units is March 29, 2019. The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 29, 2020 Filed Mar 31, 2020 20:59 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Tax withholdingCommon Stock | 453 | $39.79 | $18,024.87 |
DisclosureSEC source: 0001320695-20-000073 · wf-form4_158568836075174.xml · nonDerivative · entry 2 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,216 F2 · kind: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. Read SEC document |
| March 29, 2020 Filed Mar 31, 2020 20:59 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionCommon Stock | 1,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000073 · wf-form4_158568836075174.xml · nonDerivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,669 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 · kind: Settlement of restricted stock units into shares of common stock. Read SEC document |
| March 05, 2020 Filed Apr 24, 2020 20:36 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | PurchaseCommon Stock | 1,000 | $40.39 | $40,390.00 |
DisclosureSEC source: 0001320695-20-000102 · wf-form4_158776055476887.xml · nonDerivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,216 F1 · price: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $40.32 to $40.45, inclusive. The reporting person undertakes to provide to TreeHouse Foods, Inc., any security holder of TreeHouse Foods, Inc., 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. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 00:49 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionRestricted Stock Unit · Derivative | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000041 · wf-form4_158319654489703.xml · derivative · entry 6 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,853 Underlying: Common Stock · 3,927 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 restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F1 · kind: Settlement of restricted stock units into shares of common stock. F4 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 00:49 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionRestricted Stock Unit · Derivative | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000041 · wf-form4_158319654489703.xml · derivative · entry 5 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740 Underlying: Common Stock · 370 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 restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F1 · kind: Settlement of restricted stock units into shares of common stock. F4 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 00:49 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Tax withholdingCommon Stock | 1,151 | $38.11 | $43,864.61 |
DisclosureSEC source: 0001320695-20-000041 · wf-form4_158319654489703.xml · nonDerivative · entry 4 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,125 F2 · kind: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 00:49 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionCommon Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000041 · wf-form4_158319654489703.xml · nonDerivative · entry 3 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,276 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 · kind: Settlement of restricted stock units into shares of common stock. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 00:49 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Tax withholdingCommon Stock | 109 | $38.11 | $4,153.99 |
DisclosureSEC source: 0001320695-20-000041 · wf-form4_158319654489703.xml · nonDerivative · entry 2 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,349 F2 · kind: Shares withheld to satisfy minimum tax withholding requirements upon vesting of restricted stock units. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 00:49 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Exercise / conversionCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000041 · wf-form4_158319654489703.xml · nonDerivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,458 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 · kind: Settlement of restricted stock units into shares of common stock. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:40 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | Tax withholdingCommon Stock | 1,791 | $44.87 | $80,362.17 |
DisclosureSEC source: 0001320695-20-000017 · wf-form4_158232118554453.xml · nonDerivative · entry 2 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,088 F2 · kind: Shares withheld to satisfy minimum tax withholding requirements upon settlement of non-derivative performance units. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:40 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantCommon Stock | 5,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-20-000017 · wf-form4_158232118554453.xml · nonDerivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,879 F1 · kind: Settlement of non-derivative accelerated performance units for the performance period ended December 31, 2019, granted under the TreeHouse Equity and Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 23:40 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 4,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-19-000065 · wf-form4_155424841251281.xml · derivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,630 Underlying: Common Stock · 4,630 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:54 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 11,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-19-000041 · wf-form4_155173647003413.xml · derivative · entry 2 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,780 Underlying: Common Stock · 11,780 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:54 UTC | TreeHouse Foods, Inc. THS · Entity 66763 | GrantRestricted Stock Unit · Derivative | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001320695-19-000041 · wf-form4_155173647003413.xml · derivative · entry 1 General Dean · CIK 0001768523 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110 Underlying: Common Stock · 1,110 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of TreeHouse Foods, Inc. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock or cash in three approximately equal installments on each of the first three anniversaries of the grant 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.