Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| United Parks & Resorts Inc.PRKS · Entity 4601 | See Remarks | August 27, 2024 | August 29, 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.
United Parks & Resorts Inc.
Report date August 27, 2024 · Filed August 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 722 |
Reported balance
After 2024-08-27 transaction · row 1
1 source rowRow 1 · 2024-08-27 · Sale · Disposed 545 · Balance 722 |
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 |
|---|---|---|---|---|---|---|
| August 27, 2024 Filed Aug 29, 2024 21:19 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | SaleCommon Stock | 545 | $49.44 | $26,944.80 |
DisclosureSEC source: 0000950170-24-102046 · ownership.xml · nonDerivative · entry 1 Maxwell Jayson · CIK 0002020249 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722 Read SEC document |
| May 15, 2024 Filed May 17, 2024 16:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 423 | $0.00 Strike: $53.18 | $0.00 |
DisclosureSEC source: 0000950170-24-061590 · ownership.xml · derivative · entry 1 Maxwell Jayson · CIK 0002020249 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423 Underlying: Common Stock · 423 shares Expires 2034-05-15 F1 · derivative.exercise_date: Represents stock options issued pursuant to the Issuer's 2017 Omnibus Incentive Plan and become exercisable in three installments beginning on May 15, 2025 with one-third (1/3) vesting on each of the first three anniversaries of the grant date, which was May 15, 2024. Read SEC document |
| May 10, 2024 Filed May 13, 2024 16:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | SaleCommon Stock | 500 | $53.92 | $26,960.00 |
DisclosureSEC source: 0000950170-24-058613 · ownership.xml · nonDerivative · entry 1 Maxwell Jayson · CIK 0002020249 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,267 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $53.92 to $53.93, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 16:41 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 21 | $52.89 | $1,110.69 |
DisclosureSEC source: 0000950170-24-048423 · ownership.xml · nonDerivative · entry 2 Maxwell Jayson · CIK 0002020249 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,767 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 16:41 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-048423 · ownership.xml · nonDerivative · entry 1 Maxwell Jayson · CIK 0002020249 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,788 F1 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2023 Bonus 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.