Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 1 800 FLOWERS COM INCFLWS · Entity 6237 | Director | December 08, 2022 | December 12, 2022 |
| Chefs' Warehouse, Inc.CHEF · Entity 3938 | Director | May 10, 2024 | May 22, 2024 |
| Pivotal Investment Corp IIIPICC.U · Entity 110751 | Director | February 08, 2021 | February 08, 2021 |
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.
1 800 FLOWERS COM INC
Report date December 08, 2022 · Filed December 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,188 |
Reported balance
After 2022-12-08 transaction · row 1
1 source rowRow 1 · 2022-12-08 · Grant · Acquired 8,264 · Balance 30,188 F1: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives, as of the date of the annual meeting of the stockholders, shares of Class A Common Stock valued at $70,000 based on the closing price of the stock on the day of the annual meeting of the stockholders. Such grant vests on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives, as of the date of the annual meeting of the stockholders, shares of Class A Common Stock valued at $70,000 based on the closing price of the stock on the day of the annual meeting of the stockholders. Such grant vests on the first anniversary of the grant date.
Chefs' Warehouse, Inc.
Report date May 10, 2024 · Filed May 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,943 |
Reported balance
After 2024-05-10 transaction · row 1
1 source rowRow 1 · 2024-05-10 · Grant · Acquired 3,506 · Balance 40,943 F1: The Reporting Person was granted 3,506 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2025 annual stockholders' meeting or the one-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 3,506 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2025 annual stockholders' meeting or the one-year anniversary of the date of grant.
Pivotal Investment Corp III
Report date February 08, 2021 · Filed February 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-02-08 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B Common Stock will automatically convert into the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis. The Class B Common Stock has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Common Stock will automatically convert into the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis. The Class B Common Stock has no expiration date.
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 10, 2024 Filed May 22, 2024 00:43 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-24-000512 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,943 F1 · kind: The Reporting Person was granted 3,506 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2025 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 21:28 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | PurchaseCommon Stock | 855 | $23.52 | $20,109.60 |
DisclosureSEC source: 0000947871-23-001068 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,437 Read SEC document |
| August 09, 2023 Filed Aug 9, 2023 22:31 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | PurchaseCommon Stock | 855 | $29.12 | $24,897.60 |
DisclosureSEC source: 0000947871-23-000850 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,582 Read SEC document |
| May 12, 2023 Filed May 16, 2023 21:10 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000593 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,727 F1 · kind: The Reporting Person was granted 3,393 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2024 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 11:51 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | PurchaseCommon Stock | 982 | $30.54 | $29,990.28 |
DisclosureSEC source: 0000947871-23-000319 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,334 F1 · price: Represents the weighted average purchase price of the shares purchased ranging from a low of $30.41 to a high of $30.73 per share. The Reporting Person undertakes, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 16:20 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 8,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-028859 · rdgdoc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,188 F1 · price: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives, as of the date of the annual meeting of the stockholders, shares of Class A Common Stock valued at $70,000 based on the closing price of the stock on the day of the annual meeting of the stockholders. Such grant vests on the first anniversary of the grant date. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 21:23 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | PurchaseCommon Stock | 1,211 | $32.93 | $39,878.23 |
DisclosureSEC source: 0000947871-22-000941 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,352 F1 · price: Represents the weighted average purchase price of the shares purchased ranging from a low of $32.68 to a high of $33.39 per share. The Reporting Person undertakes, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 13, 2022 Filed May 17, 2022 21:43 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-22-000618 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,141 F1 · kind: The Reporting Person was granted 3,130 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2023 annual stockholders' meeting or the one-year anniversary of the date of grant. F1 · price: The Reporting Person was granted 3,130 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2023 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 16:37 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 2,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-028189 · rdgdoc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,924 F1 · price: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives, as of the date of the annual meeting of the stockholders, shares of Class A Common Stock valued at $70,000 based on the closing price of the stock on the day of the annual meeting of the stockholders. Such grant vests on the first anniversary of the grant date. Read SEC document |
| May 14, 2021 Filed May 18, 2021 21:01 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-21-000582 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,011 F1 · kind: The Reporting Person was granted 3,189 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2022 annual stockholders' meeting or the one-year anniversary of the date of grant. F1 · price: The Reporting Person was granted 3,189 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2022 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:05 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 1,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-025178 · rdgdoc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,358 F1 · price: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives, as of the date of the annual meeting of the stockholders, shares of Class A Common Stock valued at $45,000 based on the closing price of the stock on the day of the annual meeting of the stockholders. Such grant vests on the first anniversary of the grant date. Read SEC document |
| May 15, 2020 Filed May 18, 2020 23:19 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 7,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-20-000493 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,822 F1 · price: This Reporting Person received 7,746 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The forfeiture restrictions associated with 100% of the award will lapse on the earlier of the date of the Issuer's 2021 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| December 09, 2019 Filed Dec 11, 2019 15:25 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-024178 · rdgdoc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,379 F1 · price: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives, as of the date of the annual meeting of the stockholders, shares of Class A Common Stock valued at $45,000 based on the closing price of the stock on the day of the annual meeting of the stockholders. Such grant vests on the first anniversary of the grant date. Read SEC document |
| May 17, 2019 Filed May 21, 2019 21:45 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-19-000394 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,076 F1 · price: This Reporting Person received 2,020 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The forfeiture restrictions associated with 100% of the award will lapse on the earlier of the date of the issuer's 2020 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 21:34 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 3,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001084869-18-000048 · primary_doc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,978 F1 · price: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives on the date of the Annual Shareholder Meeting shares of Class A Common Stock valued at $45,000 based on the closing price of the stock on the day of the annual meeting of stockholders and vest on the first anniversary of the grant date. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:00 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | PurchaseCommon Stock | 1,088 | $32.10 | $34,924.80 |
DisclosureSEC source: 0000947871-18-000742 · ownership.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,056 F1 · price: An aggregate of 1,088 shares of common stock were purchased in multiple trades on September 10, 2018 at prices ranging from $31.95 to $32.55. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, The Chefs' Warehouse, Inc. or a stockholder of The Chefs' Warehouse, Inc. full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2018 Filed May 21, 2018 16:09 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 2,300 | $12.44 | $28,612.00 |
DisclosureSEC source: 0001084869-18-000009 · primary_doc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,440 Read SEC document |
| May 18, 2018 Filed May 21, 2018 22:52 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 2,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-18-000443 · ss93144_4.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,968 F1 · price: This reporting person received 2,523 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2011 Omnibus Equity Incentive Plan. The forfeiture restrictions associated with 100% of the award will lapse on the earlier of the date of the issuer's 2019 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| December 11, 2017 Filed Dec 19, 2017 20:25 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 4,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001084869-17-000040 · primary_doc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,140 F1 · price: The Restricted Shares were issued under Ms. Oliver's compensation package as a Director of the Company. Each non-employee Director of the Company receives on the date of the Annual Shareholders Meeting shares of Class A Common Stock valued at $45,000 based on the closing price of the stock on the day of the annual meeting of the stockholders and vest on the first anniversary of the grant date. Read SEC document |
| November 28, 2017 Filed Nov 29, 2017 00:35 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 1,250 | $19.68 | $24,594.88 |
DisclosureSEC source: 0000947871-17-000974 · ss69512_4.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,445 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 21:29 UTC | 1 800 FLOWERS COM INC FLWS · Entity 6237 | GrantClass A Common Stock | 2,200 | $9.64 | $21,208.00 |
DisclosureSEC source: 0001084869-17-000034 · primary_doc.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,954 Read SEC document |
| May 19, 2017 Filed Jun 1, 2017 01:11 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-17-000421 · ss45118_4.xml · nonDerivative · entry 1 OLIVER KATHERINE · CIK 0001654064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,195 F1 · price: This reporting person received 3,691 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2011 Omnibus Equity Incentive Plan. The awards will vest on the earlier of the first anniversary of the grant date or the date of the subsequent annual meeting of the Company's stockholders at which any directors are elected. 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.