Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capri Holdings LtdCPRI · Entity 4697 | SVP, Global Ops & Head of D&I | June 17, 2022 | June 22, 2022 |
| SYSCO CORPSYY · Entity 2003 | SVP, Chief Supply Chain Off | October 01, 2024 | October 02, 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.
Capri Holdings Ltd
Report date June 17, 2022 · Filed June 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary shares, no par valueSEC Table I · non-derivative | Direct | 34,923 |
Ending reported balance
After 2022-06-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-17 · Exercise / conversion · Acquired 1,477 · Balance 35,590 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Row 2 · 2022-06-17 · Tax withholding · Disposed 667 · Balance 34,923 F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,476 |
Reported balance
After 2022-06-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-17 · Exercise / conversion · Disposed 1,477 · Balance 1,476 F3: Granted on June 17, 2019 pursuant to the Capri Holdings Limited Second Amended and Restated Omnibus Incentive Plan (the "Incentive Plan"). The securities underlying the total number of RSUs originally granted will vest 25% each year on June 17, 2020, 2021, 2022, and 2023, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan. F4: The RSUs do not expire. F5: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,295 |
Reported balance
Holding disclosure · report date 2022-06-17 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,295 F6: Granted on June 15, 2021 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted will will vest 1/3 each year on June 15, 2022, 2023, and 2024, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan. F4: The RSUs do not expire. F5: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 56,116 |
Reported balance
Holding disclosure · report date 2022-06-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 56,116 F7: Granted on April 1, 2020 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted will vest 25% each year on April 1, 2021, 2022, 2023, and 2024, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan. F4: The RSUs do not expire. F5: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,068 |
Reported balance
Holding disclosure · report date 2022-06-17 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,068 F8: Granted on March 1, 2019 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted will vest 25% each year on March 1, 2020, 2021, 2022, and 2023, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan. F4: The RSUs do not expire. F5: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU.
F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting.
F3: Granted on June 17, 2019 pursuant to the Capri Holdings Limited Second Amended and Restated Omnibus Incentive Plan (the "Incentive Plan"). The securities underlying the total number of RSUs originally granted will vest 25% each year on June 17, 2020, 2021, 2022, and 2023, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan.
F4: The RSUs do not expire.
F5: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU.
F6: Granted on June 15, 2021 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted will will vest 1/3 each year on June 15, 2022, 2023, and 2024, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan.
F7: Granted on April 1, 2020 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted will vest 25% each year on April 1, 2021, 2022, 2023, and 2024, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan.
F8: Granted on March 1, 2019 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted will vest 25% each year on March 1, 2020, 2021, 2022, and 2023, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible under the Incentive Plan.
SYSCO CORP
Report date October 01, 2024 · Filed October 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,518 |
Reported balance
After 2024-10-01 transaction · row 1
1 source rowRow 1 · 2024-10-01 · Tax withholding · Disposed 1,442 · Balance 23,518 F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations.
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 |
|---|---|---|---|---|---|---|
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 901 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · derivative · entry 8 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 Underlying: Ordinary shares, no par value · 901 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. F5 · derivative.exercise_date: Granted on June 15, 2017 pursuant to the Capri Holdings Limited Amended and Restated Omnibus Incentive Plan (the "Incentive Plan"). These securities vest 50% each year on June 15, 2020 and 2021, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F3 · derivative.expiration_date: The RSUs do not expire. F4 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 626 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · derivative · entry 7 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary shares, no par value · 626 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.expiration_date: The RSUs do not expire. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 155 | $17.01 | $2,636.55 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · nonDerivative · entry 6 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,937 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · nonDerivative · entry 5 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,092 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 302 | $17.01 | $5,137.02 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · nonDerivative · entry 4 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · nonDerivative · entry 3 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 210 | $17.01 | $3,572.10 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · nonDerivative · entry 2 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 11:04 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-20-000041 · ownership.xml · nonDerivative · entry 1 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:37 UTC | Capri Holdings Ltd CPRI · Entity 4697 | GrantRestricted share units · Derivative | 112,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-20-000020 · ownership.xml · derivative · entry 2 Purefoy Daniel · CIK 0001807536 · SVP, Global Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,233 Underlying: Ordinary shares, no par value · 112,233 shares Expires not disclosed F1 · derivative.exercise_date: Granted on April 1, 2020 pursuant to the Capri Holdings Limited Amended and Restated Omnibus Incentive Plan (the "Incentive Plan"). These securities vest 25% each year on April 1, 2021, 2022, 2023, and 2024, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F2 · derivative.expiration_date: The RSUs do not expire. 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.