Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifeway Foods, Inc.LWAY · Entity 891 | Sr. Exec VP of Sales | January 10, 2025 | January 14, 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.
Lifeway Foods, Inc.
Report date January 10, 2025 · Filed January 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 1,809 |
Ending reported balance
After 2025-01-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-01-10 · Exercise / conversion · Acquired 1,006 · Balance 2,227 Row 2 · 2025-01-10 · Tax withholding · Disposed 418 · Balance 1,809 F1: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,010 |
Reported balance
After 2025-01-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-01-10 · Exercise / conversion · Disposed 1,006 · Balance 2,010 F2: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,843 |
Reported balance
Holding disclosure · report date 2025-01-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,843 F3: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,022 |
Reported balance
Holding disclosure · report date 2025-01-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,022 F4: Each restricted stock unit has a value equal to one share of common stock. The remaining restricted stock units will vest on August 31, 2025, contingent on the Reporting Person's continued service on the vesting date. |
| Common Stock, no par valueSEC Table I · non-derivative | IndirectBy Amy Feldman Trust | 18,104 |
Reported balance
Holding disclosure · report date 2025-01-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,104 |
Filing footnotes · ownership attribution and instrument terms
F1: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person.
F2: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date.
F3: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date.
F4: Each restricted stock unit has a value equal to one share of common stock. The remaining restricted stock units will vest on August 31, 2025, contingent on the Reporting Person's continued service on the vesting date.
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 10, 2025 Filed Jan 14, 2025 22:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-000340 · ownership.xml · derivative · entry 4 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,010 Underlying: Common Stock · 1,006 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. F2 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| January 10, 2025 Filed Jan 14, 2025 22:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 418 | $22.45 | $9,384.10 |
DisclosureSEC source: 0001683168-25-000340 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,809 F1 · kind: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. Read SEC document |
| January 10, 2025 Filed Jan 14, 2025 22:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-000340 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,227 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 |
| August 31, 2024 Filed Sep 4, 2024 23:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 2,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006191 · ownership.xml · derivative · entry 6 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,022 Underlying: Common Stock · 2,022 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. F4 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. The remaining restricted stock units will vest on August 31, 2025, contingent on the Reporting Person's continued service on the vesting date. F4 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. The remaining restricted stock units will vest on August 31, 2025, contingent on the Reporting Person's continued service on the vesting date. F4 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. The remaining restricted stock units will vest on August 31, 2025, contingent on the Reporting Person's continued service on the vesting date. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 802 | $19.18 | $15,382.36 |
DisclosureSEC source: 0001683168-24-006191 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221 F1 · kind: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 23:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 2,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-006191 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,022 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 |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 426 | $18.79 | $8,004.67 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 7 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,104 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 500 | $18.77 | $9,385.55 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 6 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,530 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 1,462 | $18.69 | $27,325.51 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 5 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 19,030 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 733 | $18.62 | $13,649.41 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 4 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 20,492 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 501 | $18.62 | $9,328.67 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 3 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 21,225 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 536 | $18.41 | $9,868.89 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 21,726 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:05 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | SaleCommon Stock, no par value | 8,790 | $18.53 | $162,888.37 |
DisclosureSEC source: 0001683168-24-005922 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 22,262 F1 · ownership.nature: All shares previously owned directly by the Reporting Person were contributed to the Amy Feldman Trust of which Reporting Person is the sole trustee. Read SEC document |
| June 16, 2024 Filed Jun 18, 2024 19:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 1,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-004313 · ownership.xml · derivative · entry 4 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,843 Underlying: Common Stock · 1,922 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 has a value equal to one share of common stock. Of such restricted stock units, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. F3 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. F3 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| June 16, 2024 Filed Jun 18, 2024 19:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 703 | $12.19 | $8,569.57 |
DisclosureSEC source: 0001683168-24-004313 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,052 F1 · shares: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. Read SEC document |
| June 16, 2024 Filed Jun 18, 2024 19:17 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 1,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-004313 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,755 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 |
| April 20, 2024 Filed Apr 23, 2024 19:01 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon stock, no par value | 1,752 | $19.40 | $33,988.80 |
DisclosureSEC source: 0001683168-24-002605 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,833 F1 · shares: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. Read SEC document |
| January 10, 2024 Filed Feb 14, 2024 20:15 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 3,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-000967 · ownership.xml · derivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,016 Underlying: Common Stock · 3,016 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2025, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2025, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,006 will vest on January 10, 2025, 1,006 will vest on January 10, 2026 and 1,004 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 13:52 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionRestricted Stock Units · Derivative | 2,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006250 · ownership.xml · derivative · entry 4 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,044 Underlying: Common Stock · 2,022 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. F4 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 2,022 shares will vest on each of August 31, 2024 and 2025, contingent on the Reporting Person's continued service on each applicable vesting date. F4 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 2,022 shares will vest on each of August 31, 2024 and 2025, contingent on the Reporting Person's continued service on each applicable vesting date. F4 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 2,022 shares will vest on each of August 31, 2024 and 2025, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 13:52 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 738 | $10.75 | $7,933.50 |
DisclosureSEC source: 0001683168-23-006250 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,585 F2 · shares: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. F1 · balance_after: Includes a time-based restricted stock award of which 4,166 shares will vest on April 20, 2024, contingent on the Reporting Person's continued service on the vesting date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 13:52 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Exercise / conversionCommon Stock, no par value | 2,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-006250 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,323 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 · balance_after: Includes a time-based restricted stock award of which 4,166 shares will vest on April 20, 2024, contingent on the Reporting Person's continued service on the vesting date. Read SEC document |
| June 16, 2023 Filed Aug 22, 2023 14:53 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 5,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-005979 · ownership.xml · derivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec. VP Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,765 Underlying: Common Stock · 5,765 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 will vest on June 16, 2024, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 will vest on June 16, 2024, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,922 will vest on June 16, 2024, 1,922 shares will vest on June 16, 2025 and 1,921 will vest on June 16, 2026, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| April 20, 2023 Filed Apr 28, 2023 00:56 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock no par value | 1,564 | $6.11 | $9,556.04 |
DisclosureSEC source: 0001683168-23-002716 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,301 F1 · shares: No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. F2 · balance_after: Includes a time-based restricted stock award of which 4,166 will vest on April 20, 2024, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:39 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 6,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-006160 · ownership.xml · derivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,066 Underlying: Common Stock · 6,066 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 2,022 will vest on August 31, 2023, 2,022 shares will vest on August 31, 2024 and 2,022 will vest on August 31, 2025, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.exercise_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 2,022 will vest on August 31, 2023, 2,022 shares will vest on August 31, 2024 and 2,022 will vest on August 31, 2025, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · derivative.expiration_date: Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 2,022 will vest on August 31, 2023, 2,022 shares will vest on August 31, 2024 and 2,022 will vest on August 31, 2025, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| April 20, 2022 Filed Jul 13, 2022 18:33 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 1,578 | $6.00 | $9,468.00 |
DisclosureSEC source: 0001683168-22-004932 · ownership.xml · nonDerivative · entry 5 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,865 F6 · shares: No stock was sold. In connection with the grant of 12,500 shares of restricted stock under the Company's 2021 Long Term Incentive Program, the Company withheld a total of 1,578 shares to satisfy a payroll tax liability incident to the issuance of vested shares. Read SEC document |
| April 20, 2022 Filed Jul 13, 2022 18:33 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-004932 · ownership.xml · nonDerivative · entry 4 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,443 F5 · shares: Represents a time-based restricted stock award under the Company's 2021 equity incentive program pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 4,167 shares will be issued and vest immediately, 4,167 will vest on April 20, 2023 and 4,166 will vest on April 20, 2024, contingent on the Reporting Person's continued service on the vesting date. Read SEC document |
| April 20, 2022 Filed Jul 13, 2022 18:33 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 2,687 | $6.00 | $16,122.00 |
DisclosureSEC source: 0001683168-22-004932 · ownership.xml · nonDerivative · entry 3 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,943 F4 · shares: No stock was sold. In connection with the issuance of 7,078 shares of stock vested under the 2019 LTIP, the Company withheld a total of 2,687 shares to satisfy a payroll tax liability incident to such issuance. Read SEC document |
| April 20, 2022 Filed Jul 13, 2022 18:33 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 4,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-004932 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,630 F3 · shares: Represents a grant of restricted stock earned under the Company's 2019 Long Term Incentive Program (the "2019 LTIP) for the 2021 performance period and issued pursuant to the Company's 2015 Omnibus Incentive Plan. All issued shares of restricted stock earned in the 2021 performance period vest immediately upon issuance. Read SEC document |
| April 29, 2021 Filed May 4, 2021 22:14 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 6,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-21-001741 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,472 F1 · shares: Represents a time-based restricted stock award pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 2,746 shares vest immediately and the remainder will vest on April 29, 2022, contingent on the Reporting Person's continued service on the vesting date. Read SEC document |
| April 29, 2021 Filed Jul 13, 2022 18:33 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 949 | $5.10 | $4,839.90 |
DisclosureSEC source: 0001683168-22-004932 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,892 F1 · shares: No stock was sold. In connection with the grant of 4,680 shares of restricted stock earned under the 2019 LTIP for the 2019 and 2020 performance periods, the Company withheld a total of 949 shares to satisfy a payroll tax liability incident to the issuance of vested shares. F2 · balance_after: Adjusted to reflect a correction to an inadvertent overstatement of 1,631 shares of common stock in Reporting Person's grant and beneficial ownership on his previously filed Form 4. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 20:45 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 1,403 | $2.00 | $2,806.00 |
DisclosureSEC source: 0001683168-19-003403 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,161 F1 · shares: No stock was sold. In connection with the vesting of 5,000 shares of stock, the Company withheld a total of 1,403 shares to satisfy a payroll tax liability incident to such vesting. F2 · balance_after: Includes time-based restricted stock awards pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 2,238 will vest on March 31, 2020; and 2,238 will vest on March 31, 2021, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| April 29, 2019 Filed May 1, 2019 17:43 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 1,691 | $2.09 | $3,534.19 |
DisclosureSEC source: 0001683168-19-001288 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,564 F1 · shares: No stock was sold. In connection with the vesting of 5,000 shares of stock, the Company withheld a total of 1,691 shares to satisfy a payroll tax liability incident to such vesting. F2 · balance_after: Includes time-based restricted stock awards pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 5,000 will vest on October 31, 2019; 2,238 will vest on March 31, 2020; and 2,238 will vest on March 31, 2021, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 18:45 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 695 | $2.43 | $1,688.85 |
DisclosureSEC source: 0001683168-19-000929 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,255 F3 · shares: No stock was sold. In connection with the vesting of 2,238 shares of stock, the Company withheld a total of 695 shares to satisfy a payroll tax liability incident to such vesting. F2 · balance_after: Includes 10,000 shares of time-based restricted stock awards pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 5,000 shares will vest on May 1, 2019; 5,000 will vest on October 31, 2019, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 18:45 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 6,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000929 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Sr. Exec VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,950 F1 · shares: Represents a time-based restricted stock award pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 2,238 shares vested on March 31, 2019; 2,238 will vest on March 31, 2020; and 2,238 will vest on March 31, 2021, contingent on the Reporting Person's continued service on each applicable vesting date. F2 · balance_after: Includes 10,000 shares of time-based restricted stock awards pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 5,000 shares will vest on May 1, 2019; 5,000 will vest on October 31, 2019, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 16:02 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | Tax withholdingCommon Stock, no par value | 1,112 | $2.15 | $2,390.80 |
DisclosureSEC source: 0001683168-19-000775 · ownership.xml · nonDerivative · entry 2 Feldman Amy M. · CIK 0001758248 · Senior Exec VP Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,236 F3 · shares: No stock was sold. In connection with the vesting of 3,348 shares of stock, the Company withheld a total of 1,112 shares to satisfy a payroll tax liability incident to such vesting. F2 · balance_after: Includes 10,000 shares of time-based restricted stock awards pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 5,000 shares will vest on May 1, 2019; 5,000 will vest on October 31, 2019, contingent on the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 16:02 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 3,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000775 · ownership.xml · nonDerivative · entry 1 Feldman Amy M. · CIK 0001758248 · Senior Exec VP Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,348 F1 · shares: Represents a restricted stock award pursuant to the Company's 2015 Omnibus Incentive Plan. F2 · balance_after: Includes 10,000 shares of time-based restricted stock awards pursuant to the Company's 2015 Omnibus Incentive Plan. Of such time-based restricted stock, 5,000 shares will vest on May 1, 2019; 5,000 will vest on October 31, 2019, contingent on the Reporting Person's continued service on 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.