Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sweetgreen, Inc.SG · Entity 5144 | CHIEF TECHNOLOGY OFFICER | November 18, 2024 | November 19, 2024 |
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.
Sweetgreen, Inc.
Report date November 18, 2024 · Filed November 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 140,302 |
Reported balance
After 2024-11-18 transaction · row 1
1 source rowRow 1 · 2024-11-18 · Sale · Disposed 4,347 · Balance 140,302 F1: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
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 |
|---|---|---|---|---|---|---|
| November 22, 2031 Filed Nov 23, 2021 18:09 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $15.02 | $0.00 |
DisclosureSEC source: 0001209191-21-066587 · doc4.xml · derivative · entry 6 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires 2021-08-18 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F3 · derivative.exercise_date: 25% of the shares vest on August 17, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 18:39 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 4,347 | $34.05 | $148,015.35 |
DisclosureSEC source: 0001415889-24-027264 · form4-11192024_111151.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,302 F1 · kind: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 18:48 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,831 | $36.31 | $102,793.61 |
DisclosureSEC source: 0001415889-24-021735 · form4-08202024_100836.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,649 F1 · kind: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.31 to $36.36. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 16, 2024 Filed May 20, 2024 16:36 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,748 | $31.35 | $86,156.40 |
DisclosureSEC source: 0001415889-24-013764 · form4-05202024_080505.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,480 F1 · kind: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.35 to $31.55. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 16:41 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 3,138 | $12.32 | $38,660.16 |
DisclosureSEC source: 0001415889-24-004637 · form4-02212024_090250.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,228 F1 · kind: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $12.32 to $12.37. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:24 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 99,152 | $0.00 Strike: $12.49 | $0.00 |
DisclosureSEC source: 0001415889-24-003867 · form4-02152024_020208.xml · derivative · entry 2 Ayele Wouleta · CIK 0001886256 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,152 Underlying: Class A Common Stock · 99,152 shares Expires 2034-02-11 F2 · derivative.exercise_date: The shares subject to the option vest as follows measured from February 15, 2024: (i) 5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:24 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 18,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003867 · form4-02152024_020208.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,366 F1 · shares: Represents the grant of restricted stock units ("RSUs") that vest as follows measured from February 15, 2024: (i) 5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 16:38 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,447 | $10.09 | $24,690.23 |
DisclosureSEC source: 0001209191-23-056080 · doc4.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,436 F1 · shares: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $10.00 to $10.09. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2023 Filed Sep 11, 2023 20:42 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,380 | $13.39 | $31,868.20 |
DisclosureSEC source: 0001209191-23-049041 · doc4.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,883 F1 · shares: This sale was mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| May 16, 2023 Filed May 17, 2023 17:58 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,465 | $9.46 | $23,318.90 |
DisclosureSEC source: 0001209191-23-030341 · doc4.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,263 F1 · shares: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. Read SEC document |
| February 21, 2023 Filed May 5, 2023 17:10 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 47,619 | $0.00 Strike: $9.36 | $0.00 |
DisclosureSEC source: 0001209191-23-027783 · doc4.xml · derivative · entry 2 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,619 Underlying: Class A Common Stock · 47,619 shares Expires 2033-02-20 F2 · derivative.exercise_date: The shares subject to the option vest as follows measured from February 15, 2023: (i) 5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 21, 2023 Filed May 5, 2023 17:10 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027783 · doc4.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,728 F1 · shares: Represents the grant of restricted stock units ("RSUs") that vest as follows measured from February 15, 2023: (i) 5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 18:26 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,930 | $9.83 | $28,801.90 |
DisclosureSEC source: 0001209191-23-011362 · doc4.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,061 F1 · shares: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.69 to $9.83. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 16:25 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 3,750 | $14.60 | $54,745.50 |
DisclosureSEC source: 0001628280-22-030435 · wf-form4_166880669883466.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,991 F1 · kind: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.52 to $14.60. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 12:52 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 9,259 | $20.02 | $185,402.22 |
DisclosureSEC source: 0001886256-22-000001 · wf-form4_166084155837728.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,741 F1 · kind: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I F2 · price: The shares were sold at prices ranging from $19.39 to $20.05. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:09 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $15.02 | $0.00 |
DisclosureSEC source: 0001209191-21-066587 · doc4.xml · derivative · entry 5 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250,000 shares Expires 2031-08-18 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F3 · derivative.exercise_date: 25% of the shares vest on August 17, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:09 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066587 · doc4.xml · nonDerivative · entry 3 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F1 · shares: Represents restricted stock units that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement will be met upon the consummation of the initial public offering of the Issuer's Class A Common Stock (the "IPO"). The time based vesting requirement will be satisfied with respect to 25% of the shares on August 15, 2022 and with respect to the remainder of the shares in equal quarterly amounts over the following 36 months, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:09 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066587 · doc4.xml · nonDerivative · entry 2 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F1 · shares: Represents restricted stock units that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement will be met upon the consummation of the initial public offering of the Issuer's Class A Common Stock (the "IPO"). The time based vesting requirement will be satisfied with respect to 25% of the shares on August 15, 2022 and with respect to the remainder of the shares in equal quarterly amounts over the following 36 months, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Oct 20, 2022 17:48 UTC Amendment | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $15.02 | $0.00 |
DisclosureSEC source: 0001209191-22-054204 · doc4a.xml · derivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires 2031-08-18 F1 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · derivative.exercise_date: 25% of the shares vest on August 17, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| October 24, 2021 Filed Nov 23, 2021 18:09 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066587 · doc4.xml · nonDerivative · entry 1 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 F1 · shares: Represents restricted stock units that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement will be met upon the consummation of the initial public offering of the Issuer's Class A Common Stock (the "IPO"). The time based vesting requirement will be satisfied with respect to 25% of the shares on August 15, 2022 and with respect to the remainder of the shares in equal quarterly amounts over the following 36 months, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| August 19, 2021 Filed Nov 23, 2021 18:09 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $15.02 | $0.00 |
DisclosureSEC source: 0001209191-21-066587 · doc4.xml · derivative · entry 4 Ayele Wouleta · CIK 0001886256 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2031-08-18 F3 · derivative.exercise_date: 25% of the shares vest on August 17, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through 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.