Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Latham Group, Inc.SWIM · Entity 5107 | Director | May 02, 2024 | May 03, 2024 |
| Performance Food Group CoPFGC · Entity 797 | See Remarks | May 03, 2016 | October 04, 2016 |
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.
Latham Group, Inc.
Report date May 02, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 733,958 |
Reported balance
After 2024-05-02 transaction · row 1
1 source rowRow 1 · 2024-05-02 · Grant · Acquired 36,538 · Balance 733,958 F1: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2024.
Performance Food Group Co
Report date May 03, 2016 · Filed October 04, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,833 |
Ending reported balance
After 2016-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-05-03 · Disposition to issuer · Disposed 7,868 · Balance 74,701 F1: Represents a forfeiture of restricted shares pursuant to the transition agreement between the Issuer and Mr. Evans, dated May 3, 2016. Row 2 · 2016-09-30 · Tax withholding · Disposed 868 · Balance 73,833 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a forfeiture of restricted shares pursuant to the transition agreement between the Issuer and Mr. Evans, dated May 3, 2016.
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 02, 2024 Filed May 3, 2024 17:10 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 36,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012217 · form4-05032024_090557.xml · nonDerivative · entry 1 Evans Robert Deaton · CIK 0001654077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,958 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2024. Read SEC document |
| May 02, 2023 Filed May 4, 2023 17:04 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 31,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007314 · form4-05042023_090507.xml · nonDerivative · entry 1 Evans Robert Deaton · CIK 0001654077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 697,420 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2023. Read SEC document |
| May 03, 2022 Filed Jun 17, 2022 16:39 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 6,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-001969 · es220260761_4-evans.xml · nonDerivative · entry 2 Evans Robert Deaton · CIK 0001654077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,785 F2 · shares: Represents RSUs which vest on the first anniversary of May 3, 2022. Read SEC document |
| April 22, 2022 Filed Jun 17, 2022 16:39 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 3,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-001969 · es220260761_4-evans.xml · nonDerivative · entry 1 Evans Robert Deaton · CIK 0001654077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,683 F1 · shares: Represents restricted stock units ("RSUs") that vested on April 22, 2022. Read SEC document |
| April 27, 2021 Filed Apr 28, 2021 16:32 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon Stock, par value $0.0001 per share | 25,000 | $19.00 | $475,000.00 |
DisclosureSEC source: 0000950142-21-001473 · es210148089_4-evans.xml · nonDerivative · entry 1 Evans Robert Deaton · CIK 0001654077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,736 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of common stock. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 16:39 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantRestricted Stock Units · Derivative | 3,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001421 · es210146975_4-evans.xml · derivative · entry 1 Evans Robert Deaton · CIK 0001654077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,947 Underlying: Common Stock · 3,947 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one shares of Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest on the first anniversary of April 22, 2021. F2 · derivative.expiration_date: The restricted stock units will vest on the first anniversary of April 22, 2021. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 23:36 UTC | Performance Food Group Co PFGC · Entity 797 | Tax withholdingCommon Stock | 868 | $24.80 | $21,526.40 |
DisclosureSEC source: 0001209191-16-144717 · doc4.xml · nonDerivative · entry 2 Evans Robert Deaton · CIK 0001654077 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,833 Read SEC document |
| May 03, 2016 Filed Oct 4, 2016 23:36 UTC | Performance Food Group Co PFGC · Entity 797 | Disposition to issuerCommon Stock | 7,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144717 · doc4.xml · nonDerivative · entry 1 Evans Robert Deaton · CIK 0001654077 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,701 F1 · shares: Represents a forfeiture of restricted shares pursuant to the transition agreement between the Issuer and Mr. Evans, dated May 3, 2016. 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.