Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEPSICO INCPEP · Entity 2848 | CEO, U.S. Foods | March 01, 2025 | March 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.
PEPSICO INC
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 36,878 |
Ending reported balance
After 2025-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-01 · Grant · Acquired 8,886 · Balance 39,548 F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2028 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. Row 2 · 2025-03-01 · Tax withholding · Disposed 2,670 · Balance 36,878 F2: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. |
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 6,776 |
Reported balance
Holding disclosure · report date 2025-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,776 |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2028 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved.
F2: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units.
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 01, 2025 Filed Mar 4, 2025 21:03 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 2,670 | $153.73 | $410,445.75 |
DisclosureSEC source: 0001628280-25-009793 · wk-form4_1741122221.xml · nonDerivative · entry 2 Ferdinando Rachel · CIK 0002056332 · CEO, U.S. Foods 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,878 F2 · shares: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of restricted stock units. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:03 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 8,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009793 · wk-form4_1741122221.xml · nonDerivative · entry 1 Ferdinando Rachel · CIK 0002056332 · CEO, U.S. Foods 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,548 F1 · shares: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2028 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 200% of the PSUs granted, depending on the performance level achieved. 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.