Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
US Foods Holding Corp.
Report date April 05, 2024 · Filed April 09, 2024
Section 16 reporting ended · disclosed 2024-04-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,222 |
Ending reported balance
After 2024-04-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-04-05 · Exercise / conversion · Acquired 9,516 · Balance 145,242 Row 2 · 2024-04-05 · Tax withholding · Disposed 4,216 · Balance 141,026 Row 3 · 2024-04-05 · Other · Disposed 13,804 · Balance 127,222 F1: Represents restricted stock awards forfeited upon Mr. Rickard's separation as an employee on March 31, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,857 |
Reported balance
After 2024-04-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-04-05 · Exercise / conversion · Disposed 9,516 · Balance 15,857 F2: Each performance-based restricted stock unit represents a contingent right to receive one share of the Company's common stock on the vesting date. F3: The performance-based restricted stock units vested based on the Company's achievement of certain total shareholder return goals during the relevant performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock awards forfeited upon Mr. Rickard's separation as an employee on March 31, 2024.
F2: Each performance-based restricted stock unit represents a contingent right to receive one share of the Company's common stock on the vesting date.
F3: The performance-based restricted stock units vested based on the Company's achievement of certain total shareholder return goals during the relevant performance period.
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 |
|---|---|---|---|---|---|---|
| February 15, 2017 Filed Feb 17, 2017 21:35 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 809 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004540 · doc4.xml · derivative · entry 3 Rickard David A · CIK 0001675471 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809 Underlying: Common Stock · 809 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: Performance-based restricted stock units awarded June 23, 2016. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. The performance criteria for 2016 were met, and 809 performance-based options have been earned and will vest on June 3, 2017. The remaining 75% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. F4 · derivative.expiration_date: Performance-based restricted stock units awarded June 23, 2016. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. The performance criteria for 2016 were met, and 809 performance-based options have been earned and will vest on June 3, 2017. The remaining 75% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:35 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 4,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004540 · doc4.xml · derivative · entry 2 Rickard David A · CIK 0001675471 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,286 Underlying: Common Stock · 4,286 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Performance-based restricted stock units awarded November 16, 2015 and automatically adjusted in January 2016 pursuant to Section 8 of the 2007 Stock Incentive Plan for Key Employees of USF Holding Corp. and its Affiliates, as amended. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2015, 2016, 2017 and 2018. The performance criteria for 2015 were met, and 4,287 performance-based restricted stock units were earned and have vested. The performance criteria for 2016 were met, and 4,286 performance-based restricted stock units have been earned and will vest on June 3, 2017. The remaining 50% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. F3 · derivative.expiration_date: Performance-based restricted stock units awarded November 16, 2015 and automatically adjusted in January 2016 pursuant to Section 8 of the 2007 Stock Incentive Plan for Key Employees of USF Holding Corp. and its Affiliates, as amended. The performance-based restricted stock units can be earned and may vest in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2015, 2016, 2017 and 2018. The performance criteria for 2015 were met, and 4,287 performance-based restricted stock units were earned and have vested. The performance criteria for 2016 were met, and 4,286 performance-based restricted stock units have been earned and will vest on June 3, 2017. The remaining 50% of performance-based restricted stock units can be earned in the remaining performance periods and are not reported in this table. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:35 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (right to buy) · Derivative | 8,588 | $0.00 Strike: $23.18 | $0.00 |
DisclosureSEC source: 0000899243-17-004540 · doc4.xml · derivative · entry 1 Rickard David A · CIK 0001675471 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,588 Underlying: Common Stock · 8,588 shares Expires 2026-06-23 F1 · derivative.exercise_date: Performance-based stock options awarded June 23, 2016. The performance-based stock options can be earned and may vest and become exercisable in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. The performance criteria for 2016 were met, and 8,588 performance-based options have been earned and will vest and become exercisable on June 3, 2017. The remaining 75% of performance-based stock options can be earned in the remaining performance periods and are not reported in this table. F1 · balance_after: Performance-based stock options awarded June 23, 2016. The performance-based stock options can be earned and may vest and become exercisable in four equal annual installments based on satisfaction of certain performance based criteria for each of the fiscal years ending 2016, 2017, 2018 and 2019. The performance criteria for 2016 were met, and 8,588 performance-based options have been earned and will vest and become exercisable on June 3, 2017. The remaining 75% of performance-based stock options can be earned in the remaining performance periods and are not reported in this table. 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.