Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | SVP, Corp. Affairs and CAO | September 03, 2024 | September 05, 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.
SYSCO CORP
Report date September 03, 2024 · Filed September 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,810.018 |
Reported balance
After 2024-09-03 transaction · row 1
1 source rowRow 1 · 2024-09-03 · Tax withholding · Disposed 395 · Balance 28,810.018 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 |
|---|---|---|---|---|---|---|
| September 03, 2024 Filed Sep 5, 2024 21:21 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 395 | $77.97 | $30,798.15 |
DisclosureSEC source: 0000096021-24-000146 · wk-form4_1725571265.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,810.018 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 21:28 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 11,785 | $0.00 Strike: $76.54 | $0.00 |
DisclosureSEC source: 0000096021-24-000125 · wk-form4_1724448476.xml · derivative · entry 2 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,785 Underlying: Common Stock · 11,785 shares Expires 2034-08-20 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/21/2025, 8/21/2026 and 8/21/2027, respectively. No options may be exercised prior to 8/21/2025. Options will expire on 8/20/2034. Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 21:28 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 4,475 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-24-000125 · wk-form4_1724448476.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,205.017 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 08/21/2025, 08/21/2026 and 08/21/2027, respectively. Read SEC document |
| August 12, 2024 Filed Aug 13, 2024 21:53 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 547 | $75.63 | $41,369.61 |
DisclosureSEC source: 0000096021-24-000098 · wk-form4_1723586025.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,730.017 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 21:40 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,245 | $76.44 | $95,167.80 |
DisclosureSEC source: 0000096021-24-000074 · wk-form4_1722634820.xml · nonDerivative · entry 2 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,277.017 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 21:40 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 3,333.133 | $76.44 | $254,784.69 |
DisclosureSEC source: 0000096021-24-000074 · wk-form4_1722634820.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,522.017 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2018 Omnibus Incentive Plan. These performance share units were granted by the Committee in August 2021. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2022 to fiscal 2024. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:15 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 822 | $72.82 | $59,858.04 |
DisclosureSEC source: 0000096021-24-000047 · wk-form4_1717535722.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,168.082 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 22:26 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,722 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0000096021-24-000022 · wk-form4_1709936804.xml · derivative · entry 3 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,407 Underlying: Common Stock · 1,722 shares Expires 2030-08-19 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 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 22:26 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 1,722 | $80.00 | $137,760.00 |
DisclosureSEC source: 0000096021-24-000022 · wk-form4_1709936804.xml · nonDerivative · entry 2 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,081.691 F1 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 22:26 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 1,722 | $58.08 | $100,013.76 |
DisclosureSEC source: 0000096021-24-000022 · wk-form4_1709936804.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,803.691 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 · kind: The exercise and sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 22:04 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 420 | $72.17 | $30,311.40 |
DisclosureSEC source: 0000096021-23-000232 · wk-form4_1701468282.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,061.383 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:20 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 683 | $69.65 | $47,570.95 |
DisclosureSEC source: 0000096021-23-000136 · wf-form4_169403520329083.xml · nonDerivative · entry 2 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,470.593 F2 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:20 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 219 | $69.88 | $15,303.72 |
DisclosureSEC source: 0000096021-23-000136 · wf-form4_169403520329083.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,153.593 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 22:10 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 11,383 | $0.00 Strike: $74.85 | $0.00 |
DisclosureSEC source: 0000096021-23-000107 · wk-form4_1691791818.xml · derivative · entry 2 Russell Neil · CIK 0001610643 · EVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,383 Underlying: Common Stock · 11,383 shares Expires 2033-08-09 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/10/2024, 8/10/2025 and 8/10/2026, respectively. No options may be exercised prior to 8/10/2024. Options will expire on 8/9/2033. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 22:10 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 4,384 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000107 · wk-form4_1691791818.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · EVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,372.593 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 08/10/2024, 08/10/2025 and 08/10/2026, respectively. Read SEC document |
| May 11, 2023 Filed May 12, 2023 22:34 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 6,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000069 · wf-form4_168393085590043.xml · nonDerivative · entry 1 Russell Neil · CIK 0001610643 · SVP, Corp. Affairs and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,950.371 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 06/01/2024, 06/01/2025 and 06/01/2026, respectively. 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.