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 |
|---|---|---|---|---|---|---|
| December 20, 2021 Filed Dec 22, 2021 16:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 22,840 | $1.43 | $32,681.76 |
DisclosureSEC source: 0001209191-21-070936 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,995 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 |
| May 11, 2021 Filed May 13, 2021 16:34 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: 0001209191-21-032353 · doc4.xml · derivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,840 Underlying: Common Stock · 20,000 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:34 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 38 | $23.02 | $874.76 |
DisclosureSEC source: 0001209191-21-032353 · doc4.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:34 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 19,962 | $22.23 | $443,755.26 |
DisclosureSEC source: 0001209191-21-032353 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,193 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.93 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 in this footnote. Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:34 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 20,000 | $1.43 | $28,618.00 |
DisclosureSEC source: 0001209191-21-032353 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,155 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 |
| April 07, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,660 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · derivative · entry 8 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,840 Underlying: Common Stock · 18,660 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. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,340 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · derivative · entry 7 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,340 shares Expires 2025-01-30 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. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 25,000 | $22.28 | $557,000.00 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · nonDerivative · entry 5 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.04 to $22.74 inclusive. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 18,660 | $1.43 | $26,700.59 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · nonDerivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,155 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 |
| April 07, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 6,340 | $1.43 | $9,071.91 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,495 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 |
| April 06, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · derivative · entry 6 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,340 Underlying: Common Stock · 25,000 shares Expires 2025-01-30 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. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 25,000 | $22.07 | $551,750.00 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.30 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 |
| April 06, 2021 Filed Apr 8, 2021 17:54 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 25,000 | $1.43 | $35,772.50 |
DisclosureSEC source: 0001209191-21-026126 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,155 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, 2021 Filed Mar 24, 2021 17:06 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 28,625 | $0.00 Strike: $25.78 | $0.00 |
DisclosureSEC source: 0001209191-21-022878 · doc4.xml · derivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,625 Underlying: Common Stock · 28,625 shares Expires 2031-03-22 F2 · derivative.exercise_date: One-third (1/3rd) of the shares subject to the stock option will vest in equal annual installments commencing on March 22, 2022, subject to the Reporting Person continuing to provide service through each vesting date. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 17:06 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022878 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 22, 2022, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 16:50 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-021778 · doc4.xml · derivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,340 Underlying: Common Stock · 25,000 shares Expires 2025-01-30 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: Fully vested. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 16:50 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 25,000 | $28.21 | $705,250.00 |
DisclosureSEC source: 0001209191-21-021778 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.62 to $28.49 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 |
| March 16, 2021 Filed Mar 18, 2021 16:50 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 25,000 | $1.43 | $35,772.50 |
DisclosureSEC source: 0001209191-21-021778 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,246 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 16, 2021 Filed Feb 18, 2021 17:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,160 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-012023 · doc4.xml · derivative · entry 6 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,340 Underlying: Common Stock · 5,160 shares Expires 2025-01-30 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. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 17:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,840 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001209191-21-012023 · doc4.xml · derivative · entry 5 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,840 shares Expires 2024-10-09 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. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 17:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 1,900 | $27.72 | $52,668.00 |
DisclosureSEC source: 0001209191-21-012023 · doc4.xml · nonDerivative · entry 4 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.49 to $28.24 inclusive. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 17:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 23,100 | $26.92 | $621,852.00 |
DisclosureSEC source: 0001209191-21-012023 · doc4.xml · nonDerivative · entry 3 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,146 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.48 to $27.40 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 |
| February 16, 2021 Filed Feb 18, 2021 17:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 5,160 | $1.43 | $7,383.44 |
DisclosureSEC source: 0001209191-21-012023 · doc4.xml · nonDerivative · entry 2 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,246 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 16, 2021 Filed Feb 18, 2021 17:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | Exercise / conversionCommon Stock | 19,840 | $1.43 | $28,389.06 |
DisclosureSEC source: 0001209191-21-012023 · doc4.xml · nonDerivative · entry 1 Dale Jason · CIK 0001819141 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,086 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 |
| July 30, 2020 Filed Jul 30, 2020 21:08 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 36,720 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044132 · doc4.xml · derivative · entry 1 Dale Jason · CIK 0001819141 · COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,720 Underlying: Common Stock · 36,720 shares Expires 2030-07-30 F1 · derivative.exercise_date: The shares subject to the option will vest in four equal annual installments commencing one year after the grant date, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. 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.