Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kontoor Brands, Inc.KTB · Entity 4039 | Director | September 23, 2026 | September 24, 2026 |
| PEPSICO INCPEP · Entity 2848 | EVP and CFO | 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.
Kontoor Brands, Inc.
Report date September 23, 2026 · Filed September 24, 2026
This filing explicitly reported no securities owned.
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 | 44,938 |
Reported balance
After 2025-03-01 transaction · row 1
1 source rowRow 1 · 2025-03-01 · Grant · Acquired 13,951 · Balance 44,938 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. |
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Indirectby 401(k) | 411.3409 |
Reported balance
Holding disclosure · report date 2025-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 411.3409 F2: Reflects the number of shares held under the reporting person's account in the PepsiCo Savings Plan as of February 28, 2025. Since the reporting person's holdings in the PepsiCo Savings Plan were last reported on a Form 4, the reporting person has acquired 13.4317 shares under the plan. |
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: Reflects the number of shares held under the reporting person's account in the PepsiCo Savings Plan as of February 28, 2025. Since the reporting person's holdings in the PepsiCo Savings Plan were last reported on a Form 4, the reporting person has acquired 13.4317 shares under the plan.
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 21:04 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 13,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009802 · wk-form4_1741122287.xml · nonDerivative · entry 1 Caulfield James T. · CIK 0002000944 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,938 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 |
| March 01, 2024 Filed Mar 5, 2024 21:09 UTC | PEPSICO INC PEP · Entity 2848 | Tax withholdingPepsiCo, Inc. Common Stock | 3,296 | $164.13 | $540,956.00 |
DisclosureSEC source: 0001628280-24-008889 · wk-form4_1709672959.xml · nonDerivative · entry 2 Caulfield James T. · CIK 0002000944 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,987 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, 2024 Filed Mar 5, 2024 21:09 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 13,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008889 · wk-form4_1709672959.xml · nonDerivative · entry 1 Caulfield James T. · CIK 0002000944 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,283 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, 2027 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.