Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Director | March 01, 2023 | March 03, 2023 |
| Mondelez International, Inc.MDLZ · Entity 2953 | SVP, Corp Controller & CAO | January 02, 2025 | January 03, 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.
Keurig Dr Pepper Inc.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,826 |
Reported balance
After 2023-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 4,826 · Balance 4,826 F1: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2: The Reporting Person is an officer of Mondelez International, Inc. (Mondelez International) and as of the date of the grant, served on the Board of Directors of the Issuer as a nominee of Mondelez International, a stockholder of the Issuer. The Reporting Person has agreed that he will not receive any separate compensation for serving on the Board of Directors of the Issuer and will transfer to Mondelez International any director compensation he receives from the Issuer, including any awards made pursuant grants of restricted stock units. The Reporting Person disclaims beneficial ownership of such restricted stock units except to the extent of his pecuniary interests therein and this report shall not be deemed that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting.
F2: The Reporting Person is an officer of Mondelez International, Inc. (Mondelez International) and as of the date of the grant, served on the Board of Directors of the Issuer as a nominee of Mondelez International, a stockholder of the Issuer. The Reporting Person has agreed that he will not receive any separate compensation for serving on the Board of Directors of the Issuer and will transfer to Mondelez International any director compensation he receives from the Issuer, including any awards made pursuant grants of restricted stock units. The Reporting Person disclaims beneficial ownership of such restricted stock units except to the extent of his pecuniary interests therein and this report shall not be deemed that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
Mondelez International, Inc.
Report date January 02, 2025 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 36,255 |
Reported balance
After 2025-01-02 transaction · row 1
1 source rowRow 1 · 2025-01-02 · Grant · Acquired 15,130 · Balance 36,255 F1: Deferred stock units awarded under the Issuer's 2024 Performance Incentive Plan. Shares will vest on January 2, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units awarded under the Issuer's 2024 Performance Incentive Plan. Shares will vest on January 2, 2028.
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 02, 2025 Filed Jan 3, 2025 21:02 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 15,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001880601-25-000003 · wk-form4_1735938157.xml · nonDerivative · entry 1 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,255 F1 · shares: Deferred stock units awarded under the Issuer's 2024 Performance Incentive Plan. Shares will vest on January 2, 2028. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:40 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 6,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-023187 · ownership.xml · nonDerivative · entry 3 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,125 F2 · shares: Deferred stock units awarded under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Shares will vest on March 1, 2027. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:40 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 2,305 | $73.13 | $168,564.65 |
DisclosureSEC source: 0000950170-24-023187 · ownership.xml · nonDerivative · entry 2 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,965 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:40 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 7,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-023187 · ownership.xml · nonDerivative · entry 1 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,270 F1 · shares: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantStock Options (right to buy) · Derivative | 8,610 | $0.00 Strike: $65.36 | $0.00 |
DisclosureSEC source: 0001209191-23-016247 · doc4.xml · derivative · entry 1 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,610 Underlying: Class A Common Stock · 8,610 shares Expires 2033-03-02 F1 · derivative.exercise_date: Options vest in three annual installments as follows: 33% on March 2, 2024; 33% on March 2, 2025; and 34% on March 2, 2026. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:27 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 4,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015502 · doc4.xml · derivative · entry 1 Call Michael Andrew · CIK 0001880601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,826 Underlying: Common Stock · 4,826 shares Expires not disclosed F1 · derivative.exercise_price: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.exercise_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.expiration_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · balance_after: The Reporting Person is an officer of Mondelez International, Inc. (Mondelez International) and as of the date of the grant, served on the Board of Directors of the Issuer as a nominee of Mondelez International, a stockholder of the Issuer. The Reporting Person has agreed that he will not receive any separate compensation for serving on the Board of Directors of the Issuer and will transfer to Mondelez International any director compensation he receives from the Issuer, including any awards made pursuant grants of restricted stock units. The Reporting Person disclaims beneficial ownership of such restricted stock units except to the extent of his pecuniary interests therein and this report shall not be deemed that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 21:26 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 1,663 | $66.60 | $110,755.80 |
DisclosureSEC source: 0001209191-23-012183 · doc4.xml · nonDerivative · entry 2 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,650 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 21:26 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 5,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012183 · doc4.xml · nonDerivative · entry 1 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,313 F1 · shares: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 20:11 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 2,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050056 · doc4.xml · derivative · entry 1 Call Michael Andrew · CIK 0001880601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,189 Underlying: Common Stock · 2,189 shares Expires not disclosed F1 · derivative.exercise_price: Subject to certain vesting conditions and exceptions, these restricted stock units vest in full on September 13, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.exercise_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest in full on September 13, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.expiration_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest in full on September 13, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · balance_after: The Reporting Person is an officer of Mondelez International, Inc. (Mondelez International) and serves on the Board of Directors of the Issuer as a nominee of Mondelez International, a stockholder of the Issuer. The Reporting Person has agreed that he will not receive any separate compensation for serving on the Board of Directors of the Issuer and will transfer to Mondelez International any director compensation he receives from the Issuer, including any awards made pursuant to grants of restricted stock units. The Reporting Person disclaims beneficial ownership of such restricted stock units except to the extent of his pecuniary interests therein and this report shall not be deemed that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantStock Options (right to buy) · Derivative | 5,810 | $0.00 Strike: $64.65 | $0.00 |
DisclosureSEC source: 0001209191-22-013534 · doc4.xml · derivative · entry 3 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,810 Underlying: Class A Common Stock · 5,810 shares Expires 2032-02-24 F3 · derivative.exercise_date: Options vest in three annual installments as follows: 33% on February 24, 2023; 33% on February 24, 2024; and 34% on February 24, 2025. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | Tax withholdingClass A Common Stock | 1,689 | $64.65 | $109,193.85 |
DisclosureSEC source: 0001209191-22-013534 · doc4.xml · nonDerivative · entry 2 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 5,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013534 · doc4.xml · nonDerivative · entry 1 Call Michael Andrew · CIK 0001880601 · SVP, Corp Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,582 F1 · shares: Shares of common stock received upon vesting of performance share units granted under the Issuer's Amended and Restated 2005 Performance Incentive Plan. 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.