Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citi Trends IncCTRN · Entity 5399 | Director | March 14, 2017 | March 15, 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.
Citi Trends Inc
Report date March 14, 2017 · Filed March 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,170 |
Reported balance
After 2017-03-14 transaction · row 1
1 source rowRow 1 · 2017-03-14 · Grant · Acquired 3,219 · Balance 29,170 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARROLS RESTAURANT GROUP, INC.
Report date May 16, 2024 · Filed May 17, 2024
Section 16 reporting ended · disclosed 2024-05-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-16 transaction · row 1
1 source rowRow 1 · 2024-05-16 · Disposition to issuer · Disposed 91,423 · Balance 0 F1: On May 16, 2024, Carrols Restaurant Group, Inc. (the "Company") consummated the transactions contemplated by that certain Agreement and Plan of Merger, dated as of January 16, 2024 (the "Merger Agreement"), by and among the Company, Restaurant Brands International Inc. and BK Cheshire Corp. (the "Closing"). Upon the Closing, each outstanding share of common stock, par value $0.01 per share, of the Company ("Common Stock") was cancelled and converted into the right to receive $9.55 in cash, without interest thereon, under the terms and subject to the conditions set forth in the Merger Agreement. |
| Common Stock, $0.01 par value (Restricted Common Stock)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-16 transaction · row 2
1 source rowRow 2 · 2024-05-16 · Disposition to issuer · Disposed 55,976 · Balance 0 F2: Upon the Closing, each outstanding restricted share of Common Stock was cancelled and converted into the right to receive $9.55 in cash, without interest thereon, under the terms and subject to the conditions set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 16, 2024, Carrols Restaurant Group, Inc. (the "Company") consummated the transactions contemplated by that certain Agreement and Plan of Merger, dated as of January 16, 2024 (the "Merger Agreement"), by and among the Company, Restaurant Brands International Inc. and BK Cheshire Corp. (the "Closing"). Upon the Closing, each outstanding share of common stock, par value $0.01 per share, of the Company ("Common Stock") was cancelled and converted into the right to receive $9.55 in cash, without interest thereon, under the terms and subject to the conditions set forth in the Merger Agreement.
F2: Upon the Closing, each outstanding restricted share of Common Stock was cancelled and converted into the right to receive $9.55 in cash, without interest thereon, under the terms and subject to the conditions set forth in the Merger Agreement.
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 16, 2024 Filed May 17, 2024 12:24 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | Disposition to issuerCommon Stock, $0.01 par value (Restricted Common Stock) | 55,976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000809248-24-000070 · wk-form4_1715963077.xml · nonDerivative · entry 2 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Upon the Closing, each outstanding restricted share of Common Stock was cancelled and converted into the right to receive $9.55 in cash, without interest thereon, under the terms and subject to the conditions set forth in the Merger Agreement. Read SEC document |
| May 16, 2024 Filed May 17, 2024 12:24 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | Disposition to issuerCommon Stock, $0.01 par value | 91,423 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000809248-24-000070 · wk-form4_1715963077.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On May 16, 2024, Carrols Restaurant Group, Inc. (the "Company") consummated the transactions contemplated by that certain Agreement and Plan of Merger, dated as of January 16, 2024 (the "Merger Agreement"), by and among the Company, Restaurant Brands International Inc. and BK Cheshire Corp. (the "Closing"). Upon the Closing, each outstanding share of common stock, par value $0.01 per share, of the Company ("Common Stock") was cancelled and converted into the right to receive $9.55 in cash, without interest thereon, under the terms and subject to the conditions set forth in the Merger Agreement. Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 18:29 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock, $0.01 par value | 11,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000809248-24-000018 · wk-form4_1705534164.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,399 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan, as amended and restated. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan, as amended and restated. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 17:02 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock, $0.01 par value | 49,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000809248-23-000016 · wf-form4_167407931616661.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,522 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan, as amended. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan, as amended. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 17:03 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock, $0.01 par value | 35,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000809248-22-000018 · wf-form4_164254337433642.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,502 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan, as amended. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan, as amended. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 18:03 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock, $0.01 par value | 14,535 | $0.00 | $0.00 |
DisclosureSEC source: 0000809248-21-000026 · wf-form4_161109741297048.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,914 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:10 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock, $0.01 par value | 18,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-001374 · ownership.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,379 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 20:15 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock, $0.01 par value | 10,549 | $0.00 | $0.00 |
DisclosureSEC source: 0000809248-19-000018 · wf-form4_154777413073753.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,097 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 17:47 UTC | CARROLS RESTAURANT GROUP, INC. TAST · Entity 90936 | GrantCommon Stock | 7,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000809248-18-000009 · wf-form4_151622924645552.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,548 F1 · price: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. F1 · acquired: The shares were granted to the Reporting Person pursuant to the Issuer's 2016 Stock Incentive Plan. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 14:36 UTC | Citi Trends Inc CTRN · Entity 5399 | GrantCommon Stock | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001603662-17-000004 · primary_doc.xml · nonDerivative · entry 1 HYATT LAWRENCE E · CIK 0001123013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,170 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.