Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| United Parks & Resorts Inc.PRKS · Entity 4601 | Chief Accounting Officer | May 15, 2024 | May 17, 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 May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.18 · Expires 2034-05-15 | Direct | 1,034 |
Reported balance
After 2024-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 1,034 · Balance 1,034 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 15, 2024 Filed May 17, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 1,034 | $0.00 Strike: $53.18 | $0.00 |
DisclosureSEC source: 0000950170-24-061584 · ownership.xml · derivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,034 Underlying: Common Stock · 1,034 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 09, 2024 Filed May 13, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 433 | $53.69 | $23,247.77 |
DisclosureSEC source: 0000950170-24-058608 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,255 F1 · 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 20:40 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 62 | $52.89 | $3,279.18 |
DisclosureSEC source: 0000950170-24-048419 · ownership.xml · nonDerivative · entry 2 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,688 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 20:40 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-048419 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,750 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 |
| March 15, 2024 Filed Mar 19, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 89 | $51.34 | $4,569.26 |
DisclosureSEC source: 0000950170-24-033438 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,496 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 62 | $52.54 | $3,257.48 |
DisclosureSEC source: 0000950170-24-029888 · ownership.xml · nonDerivative · entry 4 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,585 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 |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029888 · ownership.xml · nonDerivative · entry 3 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,647 F3 · 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 2021 Long Term Incentive Plan. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 231 | $52.54 | $12,136.74 |
DisclosureSEC source: 0000950170-24-029888 · ownership.xml · nonDerivative · entry 2 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,438 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 |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 836 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029888 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,669 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 2019 Long Term Incentive Plan. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 1,258 | $0.00 Strike: $52.96 | $0.00 |
DisclosureSEC source: 0000950170-24-027901 · ownership.xml · derivative · entry 2 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,258 Underlying: Common Stock · 1,258 shares Expires 2034-03-05 F2 · derivative.exercise_date: Represents stock options issued pursuant to the Issuer's 2017 Omnibus Incentive Plan and become exercisable in four installments beginning on March 5, 2025 with 25% vesting on each of the first four anniversaries of the grant date, which was March 5, 2024. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 1,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-027901 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,833 F1 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vest over four years, with 25% vesting on each of the first four anniversaries of the date of grant. Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 457 | $53.45 | $24,426.65 |
DisclosureSEC source: 0000950170-24-025841 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,575 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | SaleCommon Stock | 968 | $48.16 | $46,618.88 |
DisclosureSEC source: 0000950170-23-064784 · ownership.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,032 Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 966 | $0.00 Strike: $56.92 | $0.00 |
DisclosureSEC source: 0001209191-23-029405 · doc4.xml · derivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 966 Underlying: Common Stock · 966 shares Expires 2033-05-11 F1 · derivative.exercise_date: The option becomes exercisable over three years, with one-third (1/3) becoming exercisable on each of the first three anniversaries of the date of grant. Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 433 | $59.66 | $25,832.78 |
DisclosureSEC source: 0001209191-23-028703 · doc4.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 30 | $56.51 | $1,695.30 |
DisclosureSEC source: 0001209191-23-019247 · doc4.xml · nonDerivative · entry 2 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,433 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 16 | $57.93 | $926.88 |
DisclosureSEC source: 0001209191-23-019247 · doc4.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,463 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 1,539 | $0.00 Strike: $64.94 | $0.00 |
DisclosureSEC source: 0001209191-23-016229 · doc4.xml · derivative · entry 5 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,539 Underlying: Common Stock · 1,539 shares Expires 2033-03-02 F5 · derivative.exercise_date: The option becomes exercisable over four years, with 25% becoming exercisable on each of the first four anniversaries of the date of grant. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 6,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016229 · doc4.xml · nonDerivative · entry 4 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,479 F4 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vests over four years, with 25% vesting on each of the first four anniversaries of the date of grant. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 207 | $64.60 | $13,372.20 |
DisclosureSEC source: 0001209191-23-016229 · doc4.xml · nonDerivative · entry 3 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,320 F3 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016229 · doc4.xml · nonDerivative · entry 2 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,527 F2 · 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 2022 Bonus Incentive Plan. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016229 · doc4.xml · nonDerivative · entry 1 Boyle Shekufeh · CIK 0001964228 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,354 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 2019 Long Term 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.