Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sweetgreen, Inc.SG · Entity 5144 | CHIEF OPERATING OFFICER | March 15, 2025 | March 18, 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.
Sweetgreen, Inc.
Report date March 15, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95,516 |
Ending reported balance
After 2025-03-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-15 · Grant · Acquired 9,671 · Balance 100,493 F1: Represents the grant of fully vested Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement. Row 2 · 2025-03-17 · Sale · Disposed 4,977 · Balance 95,516 F2: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of fully vested Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement.
F2: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
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 |
|---|---|---|---|---|---|---|
| March 17, 2025 Filed Mar 18, 2025 23:00 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 4,977 | $23.80 | $118,452.60 |
DisclosureSEC source: 0001415889-25-008512 · form4-03182025_070307.xml · nonDerivative · entry 2 Williams Rossann · CIK 0002010585 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,516 F2 · kind: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:00 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 9,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008512 · form4-03182025_070307.xml · nonDerivative · entry 1 Williams Rossann · CIK 0002010585 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,493 F1 · shares: Represents the grant of fully vested Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 23:00 UTC | Sweetgreen, Inc. SG · Entity 5144 | Tax withholdingClass A Common Stock | 9,178 | $27.18 | $249,458.04 |
DisclosureSEC source: 0001415889-25-004920 · form4-02202025_060201.xml · nonDerivative · entry 1 Williams Rossann · CIK 0002010585 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,822 F1 · shares: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting of restricted stock units. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:20 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 300,000 | $0.00 Strike: $12.49 | $0.00 |
DisclosureSEC source: 0001415889-24-003863 · form4-02152024_020247.xml · derivative · entry 2 Williams Rossann · CIK 0002010585 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 300,000 shares Expires 2034-02-11 F2 · derivative.exercise_date: The shares subject to the option vest as follows measured from February 15, 2024: (i) 25% of the options will vest on February 15, 2025, and (ii) 7.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the subsequent three years, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:20 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003863 · form4-02152024_020247.xml · nonDerivative · entry 1 Williams Rossann · CIK 0002010585 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 F1 · shares: Represents the grant of restricted stock units ("RSUs") that vest as follows measured from February 15, 2024: (i) 25% of the RSUs will vest on February 15, 2025, and (ii) 7.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the subsequent three years, subject to the reporting person's continuous service through each applicable vesting 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.