Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avery Dennison CorpAVY · Entity 3410 | Director | February 07, 2024 | February 09, 2024 |
| Dine Brands Global, Inc.DIN · Entity 5629 | Director · CHAIRMAN AND CEO | February 22, 2017 | March 01, 2017 |
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.
Avery Dennison Corp
Report date February 07, 2024 · Filed February 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,018 |
Ending reported balance
After 2024-02-07 transaction · row 5
4 source rows · reconciled sequenceRow 2 · 2024-02-07 · Sale · Disposed 400 · Balance 9,929 F1: This transaction was executed in multiple trades at prices ranging from $200.065 - $200.180. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2024-02-07 · Sale · Disposed 1,300 · Balance 8,629 F2: This transaction was executed in multiple trades at prices ranging from $201.110 - $202.100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 4 · 2024-02-07 · Sale · Disposed 3,509 · Balance 5,120 F3: This transaction was executed in multiple trades at prices ranging from $202.110 - $203.090. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 5 · 2024-02-07 · Sale · Disposed 102 · Balance 5,018 F4: This transaction was executed in multiple trades at prices ranging from $203.115-$203.140. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 5,680 |
Reported balance
Holding disclosure · report date 2024-02-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,680 |
| Common Stock Units - DDECPSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 1988-08-08 | Direct | 43,303.9099 |
Reported balance
Holding disclosure · report date 2024-02-07 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 43,303.9099 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $200.065 - $200.180. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: This transaction was executed in multiple trades at prices ranging from $201.110 - $202.100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades at prices ranging from $202.110 - $203.090. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4: This transaction was executed in multiple trades at prices ranging from $203.115-$203.140. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Dine Brands Global, Inc.
Report date February 22, 2017 · Filed March 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 22,000 |
Ending reported balance
After 2017-02-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-02-22 · Tax withholding · Disposed 5,625 · Balance 35,474 F1: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 14,969 shares of restricted stock held by the reporting person. Row 2 · 2017-02-22 · Tax withholding · Disposed 5,896 · Balance 29,578 F2: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 11,608 shares of restricted stock held by the reporting person. Row 3 · 2017-02-22 · Tax withholding · Disposed 7,578 · Balance 22,000 F3: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 14,522 shares of restricted stock held by the reporting person. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBY 401(K) PLAN | 660.417 |
Reported balance
Holding disclosure · report date 2017-02-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 660.417 F4: These shares are held in the DineEquity, Inc. 401(k) plan. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBY TRUST | 64,702 |
Reported balance
Holding disclosure · report date 2017-02-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 64,702 F5: The reporting person is the sole trustee and beneficiary of the Julia Stewart Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 14,969 shares of restricted stock held by the reporting person.
F2: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 11,608 shares of restricted stock held by the reporting person.
F3: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 14,522 shares of restricted stock held by the reporting person.
F4: These shares are held in the DineEquity, Inc. 401(k) plan.
F5: The reporting person is the sole trustee and beneficiary of the Julia Stewart Trust.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bite Acquisition Corp.
Report date June 27, 2024 · Filed July 05, 2024
Section 16 reporting ended · disclosed 2024-07-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-06-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-06-27 · Other · Acquired 60,000 · Balance 83,333 F1: In connection with the consummation of the business combination (the "Business Combination") by and among the Issuer, Above Food Ingredients Inc. ("TopCo"), Above Merger Sub, Inc. ("Merger Sub"), and Above Food Corp. ("Above Food"), pursuant to that certain business combination agreement, dated as of April 29, 2023 (as amended on March 12, 2024, the "Business Combination Agreement"), Smart Dine, LLC (the "Sponsor"), transferred these shares of Common Stock to the Reporting Person. Row 2 · 2024-06-28 · Disposition to issuer · Disposed 83,333 · Balance 0 F2: Disposed in exchange for common shares of TopCo in connection with the consummation of the Business Combination. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the consummation of the business combination (the "Business Combination") by and among the Issuer, Above Food Ingredients Inc. ("TopCo"), Above Merger Sub, Inc. ("Merger Sub"), and Above Food Corp. ("Above Food"), pursuant to that certain business combination agreement, dated as of April 29, 2023 (as amended on March 12, 2024, the "Business Combination Agreement"), Smart Dine, LLC (the "Sponsor"), transferred these shares of Common Stock to the Reporting Person.
F2: Disposed in exchange for common shares of TopCo in connection with the consummation of the Business Combination.
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 |
|---|---|---|---|---|---|---|
| May 01, 2017 Filed May 3, 2017 19:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2015 Director RSU Award · Derivative | 746 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016581 · form4.xml · derivative · entry 6 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747 Underlying: Common Stock · 746 shares Expires 2018-05-01 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. F2 · shares: Shares reflect the vesting of the second tranche of restricted stock units granted on May 1, 2015. Read SEC document |
| May 01, 2017 Filed May 3, 2017 19:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2014 Director RSU Award · Derivative | 859 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016581 · form4.xml · derivative · entry 5 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 859 shares Expires 2017-05-01 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: Shares reflect the vesting of the third tranche of restricted stock units granted on May 1, 2014. Read SEC document |
| May 01, 2017 Filed May 3, 2017 19:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 640 | $83.42 | $53,388.80 |
DisclosureSEC source: 0001127602-17-016581 · form4.xml · nonDerivative · entry 3 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,263.09 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. Read SEC document |
| May 01, 2017 Filed May 3, 2017 19:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 746 | $83.42 | $62,231.32 |
DisclosureSEC source: 0001127602-17-016581 · form4.xml · nonDerivative · entry 2 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,623.09 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. Read SEC document |
| May 01, 2017 Filed May 3, 2017 19:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 859 | $83.42 | $71,657.78 |
DisclosureSEC source: 0001127602-17-016581 · form4.xml · nonDerivative · entry 1 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,877.09 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. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 23:37 UTC | Dine Brands Global, Inc. DIN · Entity 5629 | Tax withholdingCOMMON STOCK | 7,578 | $59.73 | $452,633.94 |
DisclosureSEC source: 0001209191-17-016113 · doc4.xml · nonDerivative · entry 3 STEWART JULIA A · CIK 0001072321 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 F3 · shares: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 14,522 shares of restricted stock held by the reporting person. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 23:37 UTC | Dine Brands Global, Inc. DIN · Entity 5629 | Tax withholdingCOMMON STOCK | 5,896 | $59.73 | $352,168.08 |
DisclosureSEC source: 0001209191-17-016113 · doc4.xml · nonDerivative · entry 2 STEWART JULIA A · CIK 0001072321 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,578 F2 · shares: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 11,608 shares of restricted stock held by the reporting person. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 23:37 UTC | Dine Brands Global, Inc. DIN · Entity 5629 | Tax withholdingCOMMON STOCK | 5,625 | $59.73 | $335,981.25 |
DisclosureSEC source: 0001209191-17-016113 · doc4.xml · nonDerivative · entry 1 STEWART JULIA A · CIK 0001072321 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,474 F1 · shares: These shares were withheld to satisfy the tax withholding obligations of the reporting person with respect to the vesting on February 22, 2017 of 14,969 shares of restricted stock held by the reporting person. Read SEC document |
| January 06, 2017 Filed Jan 9, 2017 22:48 UTC | Dine Brands Global, Inc. DIN · Entity 5629 | GrantCOMMON STOCK | 8.27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-003019 · doc4.xml · nonDerivative · entry 1 STEWART JULIA A · CIK 0001072321 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 660.417 F1 · price: Represents shares of common stock received in lieu of cash dividends. F2 · ownership.nature: These shares are held in the DineEquity, Inc. 401(k) Plan. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 23:17 UTC | Avery Dennison Corp AVY · Entity 3410 | GiftCommon Stock | 3,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001304 · form4.xml · nonDerivative · entry 1 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 5,680 F1 · price: The shares were a bona fide charitable gift to a donor-advised fund. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 22:21 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2006 Director Stock Option · Derivative | 2,000 | $0.00 Strike: $67.80 | $0.00 |
DisclosureSEC source: 0001127602-16-068606 · form4.xml · derivative · entry 4 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2016-12-07 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. F2 · derivative.exercise_date: Options are exercisable in two cumulative installments of 50% each year beginning on the first anniversary of the grant date. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 22:21 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 2,000 | $72.65 | $145,300.00 |
DisclosureSEC source: 0001127602-16-068606 · form4.xml · nonDerivative · entry 2 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,018 F1 · price: This transaction was executed in multiple trades at prices ranging from $72.65 to $72.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 22:21 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 2,000 | $67.80 | $135,590.00 |
DisclosureSEC source: 0001127602-16-068606 · form4.xml · nonDerivative · entry 1 STEWART JULIA A · CIK 0001072321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,018 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. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 20:29 UTC | Dine Brands Global, Inc. DIN · Entity 5629 | GrantCOMMON STOCK | 7.567 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-145573 · doc4.xml · nonDerivative · entry 1 STEWART JULIA A · CIK 0001072321 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 652.147 F1 · price: Represents shares of common stock received in lieu of cash dividends. F2 · ownership.nature: These shares are held in the DineEquity, Inc. 401(k) 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.