Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vital Farms, Inc.VITL · Entity 5571 | COO | 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.
Vital Farms, Inc.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,123 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 500 · Balance 56,123 F1: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c).
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 16:16 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $10.59 | $5,295.00 |
DisclosureSEC source: 0001415889-24-013494 · form4-05172024_040556.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,123 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 58,454 | $0.00 Strike: $3.67 | $0.00 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · derivative · entry 11 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,966 Underlying: Common Stock · 58,454 shares Expires 2028-05-22 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. F6 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 51,232 | $0.00 Strike: $3.25 | $0.00 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · derivative · entry 10 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51,232 shares Expires 2026-12-01 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. F6 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 78,725 | $36.84 | $2,900,229.00 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 8 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,623 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.60 to $37.00 inclusive. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 30,961 | $36.03 | $1,115,524.83 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 7 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,348 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.60 to $36.59 inclusive. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 58,454 | $3.67 | $214,806.76 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 6 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,309 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 14, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 51,232 | $3.25 | $166,304.20 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 5 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,855 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 13, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 83,400 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · derivative · entry 9 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 83,400 shares Expires 2025-09-01 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. F6 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| May 13, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 200 | $36.65 | $7,330.00 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,623 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.63 to $36.66 inclusive. Read SEC document |
| May 13, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 45,268 | $35.52 | $1,607,919.36 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,823 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.27 to $35.97 inclusive. Read SEC document |
| May 13, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 37,932 | $34.82 | $1,320,792.24 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,091 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.2637 to $35.26 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 ranges set forth in footnotes (1), (2), (3), (4) and (5). Read SEC document |
| May 13, 2024 Filed May 15, 2024 16:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 83,400 | $1.43 | $119,337.06 |
DisclosureSEC source: 0001415889-24-013218 · form4-05152024_040501.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,023 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 |
| March 22, 2024 Filed Mar 26, 2024 16:16 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 382 | $22.96 | $8,770.72 |
DisclosureSEC source: 0001415889-24-009125 · form4-03262024_040320.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,623 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 16:30 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 2,142 | $20.98 | $44,939.16 |
DisclosureSEC source: 0001415889-24-008116 · form4-03152024_040324.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,005 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 20:14 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 11,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007726 · form4-03132024_120348.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,147 F2 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 11, 2025, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:14 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 2,218 | $20.51 | $45,491.18 |
DisclosureSEC source: 0001415889-24-007726 · form4-03132024_120348.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,237 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 16:22 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,622 | $0.00 Strike: $3.67 | $0.00 |
DisclosureSEC source: 0001415889-24-006279 · form4-03042024_040336.xml · derivative · entry 6 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,420 Underlying: Common Stock · 14,622 shares Expires 2028-05-22 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F4 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 16:22 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 14,622 | $18.09 | $264,511.98 |
DisclosureSEC source: 0001415889-24-006279 · form4-03042024_040336.xml · nonDerivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,455 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.33 inclusive. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 16:22 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 14,622 | $3.67 | $53,732.93 |
DisclosureSEC source: 0001415889-24-006279 · form4-03042024_040336.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,077 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 16:22 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,818 | $0.00 Strike: $3.67 | $0.00 |
DisclosureSEC source: 0001415889-24-006279 · form4-03042024_040336.xml · derivative · entry 5 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,042 Underlying: Common Stock · 5,818 shares Expires 2028-05-22 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F4 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 16:22 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 5,818 | $18.01 | $104,782.18 |
DisclosureSEC source: 0001415889-24-006279 · form4-03042024_040336.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,455 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.04 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 ranges set forth in footnotes (2) and (3). Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 16:22 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 5,818 | $3.67 | $21,379.99 |
DisclosureSEC source: 0001415889-24-006279 · form4-03042024_040336.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,273 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,840 | $0.00 Strike: $3.67 | $0.00 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · derivative · entry 9 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,860 Underlying: Common Stock · 8,840 shares Expires 2028-05-22 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F4 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,594 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · derivative · entry 8 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,400 Underlying: Common Stock · 5,594 shares Expires 2025-09-01 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 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F4 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 8,840 | $18.00 | $159,120.00 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · nonDerivative · entry 6 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,455 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 5,594 | $16.30 | $91,182.20 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · nonDerivative · entry 5 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,295 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.01 to $16.56 inclusive. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 8,840 | $3.67 | $32,485.23 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · nonDerivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,889 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 5,594 | $1.43 | $8,004.45 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,049 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,006 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · derivative · entry 7 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,994 Underlying: Common Stock · 14,006 shares Expires 2025-09-01 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 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F4 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 14,006 | $16.03 | $224,516.18 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,455 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.00 to $16.11 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 ranges set forth in footnotes (2) and (3). Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:46 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 14,006 | $1.43 | $20,041.19 |
DisclosureSEC source: 0001415889-24-004840 · form4-02222024_090241.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,461 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 16:49 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 40,000 | $14.14 | $565,600.00 |
DisclosureSEC source: 0001209191-23-057630 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,455 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 7, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.00 to $14.26 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 in this footnote. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 16:44 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $10.88 | $5,440.00 |
DisclosureSEC source: 0001209191-23-055767 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,455 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 15, 2023 Filed May 17, 2023 16:45 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $12.27 | $6,135.00 |
DisclosureSEC source: 0001209191-23-030238 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,955 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 16:13 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 237 | $13.99 | $3,315.63 |
DisclosureSEC source: 0001209191-23-021068 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,184 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 18:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 45,948 | $0.00 Strike: $15.31 | $0.00 |
DisclosureSEC source: 0001209191-23-018637 · doc4.xml · derivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,948 Underlying: Common Stock · 45,948 shares Expires 2033-03-13 F4 · derivative.exercise_date: The option will vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 18:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 16,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018637 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,421 F3 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 13, 2023 Filed Apr 17, 2023 17:01 UTC Amendment | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 16,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024489 · doc4a.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,692 F4 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. F2 · balance_after: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 18:55 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 2,489 | $15.48 | $38,529.72 |
DisclosureSEC source: 0001209191-23-018637 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,092 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · balance_after: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. Read SEC document |
| March 10, 2023 Filed Apr 17, 2023 17:01 UTC Amendment | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 2,218 | $15.48 | $34,334.64 |
DisclosureSEC source: 0001209191-23-024489 · doc4a.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,363 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · shares: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F2 · balance_after: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F3 · balance_after: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. Read SEC document |
| March 22, 2022 Filed May 16, 2022 17:12 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 236 | $13.45 | $3,174.20 |
DisclosureSEC source: 0001209191-22-029224 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,081 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 16:52 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 27,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018498 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,317 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 10, 2023, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 18:01 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $3.67 | $0.00 |
DisclosureSEC source: 0001209191-22-004154 · doc4.xml · derivative · entry 5 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,700 Underlying: Common Stock · 15,000 shares Expires 2028-05-22 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. F3 · derivative.exercise_date: One-fifth (1/5th) of the shares subject to the option vested or will vest in equal annual installments commencing on January 1, 2019, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 18:01 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 22,568 | $0.00 Strike: $3.25 | $0.00 |
DisclosureSEC source: 0001209191-22-004154 · doc4.xml · derivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,232 Underlying: Common Stock · 22,568 shares Expires 2026-12-01 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 · derivative.exercise_date: Fully vested and exercisable. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 18:01 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 37,568 | $17.68 | $664,202.24 |
DisclosureSEC source: 0001209191-22-004154 · doc4.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,995 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 18:01 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 15,000 | $3.67 | $55,122.00 |
DisclosureSEC source: 0001209191-22-004154 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,563 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 |
| January 18, 2022 Filed Jan 20, 2022 18:01 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 22,568 | $3.25 | $73,257.98 |
DisclosureSEC source: 0001209191-22-004154 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,563 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 |
| December 20, 2021 Filed Dec 22, 2021 16:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-070936 · doc4.xml · derivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,000 Underlying: Common Stock · 20,000 shares Expires 2025-09-01 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 · derivative.exercise_date: Fully vested. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 22,840 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-070936 · doc4.xml · derivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,840 shares Expires 2025-05-22 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 · derivative.exercise_date: Fully vested. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 20,000 | $1.43 | $28,618.00 |
DisclosureSEC source: 0001209191-21-070936 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,995 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.