Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVA GROUP, INC.CAVA · Entity 756 | Director | June 22, 2026 | June 24, 2026 |
| CEDAR FAIR L PFUN · Entity 89396 | Director | December 31, 2021 | January 11, 2022 |
| DECKERS OUTDOOR CORPDECK · Entity 848 | Director | September 01, 2026 | September 02, 2026 |
| G Squared Ascend I Inc.GSQD · Entity 143042 | Director | February 04, 2021 | February 05, 2021 |
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.
CAVA GROUP, INC.
Report date June 22, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,955 |
Reported balance
After 2026-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 1,881 · Balance 9,955 F1: Reflects a grant of restricted stock units ("RSUs"), which vest in full on the earlier of (i) June 22, 2027 and (ii) the business day before the date of the next annual meeting of the stockholders of CAVA Group Inc. (the "Issuer"), subject to the reporting person's continued service through such date. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.0001 per share upon settlement. F2: Includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs"), which vest in full on the earlier of (i) June 22, 2027 and (ii) the business day before the date of the next annual meeting of the stockholders of CAVA Group Inc. (the "Issuer"), subject to the reporting person's continued service through such date. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.0001 per share upon settlement.
F2: Includes unvested RSUs.
CEDAR FAIR L P
Report date December 31, 2021 · Filed January 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Units of Limited Partner InterestSEC Table I · non-derivative | Direct | 6,171 |
Reported balance
After 2021-12-31 transaction · row 1
1 source rowRow 1 · 2021-12-31 · Grant · Acquired 2,597 · Balance 6,171 F1: These units were granted pursuant to the Partnership's omnibus plan. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 9,108 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 9,108 F2: Represents phantom units acquired by the reporting person (in an exempt transaction) as deferred compensation pursuant to the Partnership's omnibus plan. Each phantom unit is the economic equivalent of one limited partner unit in Cedar Fair, L.P. F3: These phantom units are payable in units or a combination of cash and units when the individual's service to the Partnership ends. |
Filing footnotes · ownership attribution and instrument terms
F1: These units were granted pursuant to the Partnership's omnibus plan.
F2: Represents phantom units acquired by the reporting person (in an exempt transaction) as deferred compensation pursuant to the Partnership's omnibus plan. Each phantom unit is the economic equivalent of one limited partner unit in Cedar Fair, L.P.
F3: These phantom units are payable in units or a combination of cash and units when the individual's service to the Partnership ends.
DECKERS OUTDOOR CORP
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,368 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 535 · Balance 26,368 F1: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors.
G Squared Ascend I Inc.
Report date February 04, 2021 · Filed February 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2021-02-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,000 F1: As described in the Issuer's Registration Statement on Form S-1 (File No. 333-252268) under the heading "Description of Securities," the Class B Ordinary Shares will automatically convert into Class A Ordinary Shares of the Issuer at the time of the Issuer's initial business combination and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the Issuer's Registration Statement on Form S-1 (File No. 333-252268) under the heading "Description of Securities," the Class B Ordinary Shares will automatically convert into Class A Ordinary Shares of the Issuer at the time of the Issuer's initial business combination and have no expiration 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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 17, 2017 21:49 UTC | DECKERS OUTDOOR CORP DECK · Entity 848 | GrantCommon Stock | 577 | $54.33 | $31,348.41 |
DisclosureSEC source: 0001179110-17-004868 · edgar.xml · nonDerivative · entry 1 Shanahan Lauri M · CIK 0001325277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,275 F1 · shares: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors. Read SEC document |
| December 30, 2016 Filed Jan 5, 2017 17:48 UTC | CEDAR FAIR L P FUN · Entity 89396 | GrantPhantom Units · Derivative | 1,870 | $64.20 | $120,054.00 |
DisclosureSEC source: 0000811532-17-000007 · wf-form4_148365647418855.xml · derivative · entry 2 Shanahan Lauri M · CIK 0001325277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,938 Underlying: Units of Limited Partner Interest · 1,870 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom units acquired by the reporting person (in an exempt transaction) as deferred compensation pursuant to the Partnership's omnibus plan. Each phantom unit is the economic equivalent of one limited partner unit in Cedar Fair, L.P. F2 · derivative.exercise_date: These phantom units are payable in units or a combination of cash and units when the individual's service to the Partnership ends. F2 · derivative.expiration_date: These phantom units are payable in units or a combination of cash and units when the individual's service to the Partnership ends. F3 · balance_after: In addition to the phantom units acquired and shown in Box 5, the total in Box 9 includes deferred units awarded during 2014 and 2015, and 134 phantom unit distribution equivalents accrued on the 2014 deferred units (in an exempt transaction). Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 02:32 UTC | DECKERS OUTDOOR CORP DECK · Entity 848 | GrantCommon Stock | 511 | $58.09 | $29,683.99 |
DisclosureSEC source: 0001179110-16-033069 · edgar.xml · nonDerivative · entry 1 Shanahan Lauri M · CIK 0001325277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,698 F1 · shares: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:18 UTC | DECKERS OUTDOOR CORP DECK · Entity 848 | GrantCommon Stock | 517 | $60.02 | $31,030.34 |
DisclosureSEC source: 0001179110-16-029724 · edgar.xml · nonDerivative · entry 1 Shanahan Lauri M · CIK 0001325277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,187 F1 · shares: Quarterly shares issued pursuant to the Compensation Plan for the Company's Board of Directors. 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.