Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJs RESTAURANTS INCBJRI · Entity 1175 | ExecVP/Chief Marketing Officer | February 09, 2022 | February 11, 2022 |
| RED ROBIN GOURMET BURGERS INCRRGB · Entity 6468 | CHIEF MARKETING OFFICER | May 08, 2024 | May 10, 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.
BJs RESTAURANTS INC
Report date February 09, 2022 · Filed February 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,118 |
Reported balance
After 2022-02-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-09 · Grant · Acquired 1,376 · Balance 9,118 |
| Common StockSEC Table I · non-derivative | Direct | 8,584 |
Reported balance
After 2022-02-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-02-09 · Tax withholding · Disposed 534 · Balance 8,584 F1: Shares withheld by the Registrant to satisfy minimum statutory withholding requirements on vesting of Restricted Stock Units. F2: Amount includes 4,508 of unvested Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Registrant to satisfy minimum statutory withholding requirements on vesting of Restricted Stock Units.
F2: Amount includes 4,508 of unvested Restricted Stock Units.
RED ROBIN GOURMET BURGERS INC
Report date May 08, 2024 · Filed May 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,453 |
Reported balance
After 2024-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-08 · Tax withholding · Disposed 841 · Balance 31,453 F1: In connection with the vesting of 2,433 time-based restricted stock units that were granted on May 8, 2023, under the issuer's 2017 Performance Incentive Plan, as amended, the issuer withheld 841 of such shares to satisfy tax withholding obligations. The transaction was approved by the issuer's Compensation Committee in accordance with Rule 16b-3(d)(1) of the Exchange Act (the "Act"), and as such, is exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder. |
| Common StockSEC Table I · non-derivative | Direct | 30,628 |
Reported balance
After 2024-05-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-05-08 · Tax withholding · Disposed 825 · Balance 30,628 F2: In connection with the vesting of 2,387 time-based restricted stock units that were granted on May 8, 2023, as a one-time award grant subject to all the terms and conditions of awards granted under the issuer's 2017 Performance Incentive Plan, as amended, the issuer withheld 825 of such shares to satisfy tax withholding obligations. The transaction was approved by the issuer's Compensation Committee in accordance with Rule 16b-3(d)(1) of the Exchange Act (the "Act"), and as such, is exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder. F3: Includes 27,474 time-based restricted stock units subject to vesting and forfeiture restrictions. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of 2,433 time-based restricted stock units that were granted on May 8, 2023, under the issuer's 2017 Performance Incentive Plan, as amended, the issuer withheld 841 of such shares to satisfy tax withholding obligations. The transaction was approved by the issuer's Compensation Committee in accordance with Rule 16b-3(d)(1) of the Exchange Act (the "Act"), and as such, is exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder.
F2: In connection with the vesting of 2,387 time-based restricted stock units that were granted on May 8, 2023, as a one-time award grant subject to all the terms and conditions of awards granted under the issuer's 2017 Performance Incentive Plan, as amended, the issuer withheld 825 of such shares to satisfy tax withholding obligations. The transaction was approved by the issuer's Compensation Committee in accordance with Rule 16b-3(d)(1) of the Exchange Act (the "Act"), and as such, is exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated thereunder.
F3: Includes 27,474 time-based restricted stock units subject to vesting and forfeiture restrictions.
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 24, 2017 Filed May 24, 2017 22:39 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionNon-Qualified Stock Options · Derivative | 2,538 | $34.24 Strike: $34.24 | $86,901.12 |
DisclosureSEC source: 0001209191-17-035109 · doc4.xml · derivative · entry 6 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,614 Underlying: Common Stock · 2,538 shares Expires 2024-07-30 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. Read SEC document |
| May 24, 2017 Filed May 24, 2017 22:39 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 1,162 | $45.46 | $52,823.24 |
DisclosureSEC source: 0001209191-17-035109 · doc4.xml · nonDerivative · entry 5 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817 F1 · balance_after: Amount includes 5,269 of unvested Restricted Stock Units. Read SEC document |
| May 24, 2017 Filed May 24, 2017 22:39 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionCommon Stock | 1,162 | $42.41 | $49,280.42 |
DisclosureSEC source: 0001209191-17-035109 · doc4.xml · nonDerivative · entry 4 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,979 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 24, 2017 Filed May 24, 2017 22:39 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 2,538 | $45.46 | $115,374.69 |
DisclosureSEC source: 0001209191-17-035109 · doc4.xml · nonDerivative · entry 3 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817 Read SEC document |
| May 24, 2017 Filed May 24, 2017 22:39 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionCommon Stock | 2,538 | $34.24 | $86,901.12 |
DisclosureSEC source: 0001209191-17-035109 · doc4.xml · nonDerivative · entry 2 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,355 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 24, 2017 Filed May 24, 2017 22:39 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 768 | $45.47 | $34,920.19 |
DisclosureSEC source: 0001209191-17-035109 · doc4.xml · nonDerivative · entry 1 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817 Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 23:33 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantNon-Qualified Stock Options · Derivative | 5,537 | $35.95 Strike: $35.95 | $199,055.15 |
DisclosureSEC source: 0001209191-17-004296 · doc4.xml · derivative · entry 3 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,537 shares Expires 2027-01-15 F4 · security: These stock options vest 33.3% per year beginning on January 15, 2018. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 23:33 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantCommon Stock | 1,854 | $35.95 | $66,651.30 |
DisclosureSEC source: 0001209191-17-004296 · doc4.xml · nonDerivative · entry 2 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,585 F2 · shares: These restricted stock units vest 33.3% per year beginning on January 15, 2018. F3 · balance_after: Amount includes 5,269 of unvested Restricted Stock Units. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 23:33 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 172 | $35.95 | $6,183.40 |
DisclosureSEC source: 0001209191-17-004296 · doc4.xml · nonDerivative · entry 1 Mayer Kevin E. · CIK 0001613623 · ExecVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,731 F1 · kind: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted stock units. 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.