Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEAN FOODS CODF · Entity 153856 | SVP, Chief Accounting Officer | March 06, 2019 | March 08, 2019 |
| Vital Farms, Inc.VITL · Entity 5571 | CHIEF ACCOUNTING OFFICER | March 22, 2024 | March 26, 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.
DEAN FOODS CO
Report date March 06, 2019 · Filed March 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 31,949 |
Reported balance
After 2019-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-06 · Grant · Acquired 31,949 · Balance 31,949 F1: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2: RSUs convert into common stock on a one-for-one basis. F3: This RSU award vests annually, on a pro rata basis, over a 3-year period. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement.
F2: RSUs convert into common stock on a one-for-one basis.
F3: This RSU award vests annually, on a pro rata basis, over a 3-year period.
Vital Farms, Inc.
Report date March 22, 2024 · Filed March 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,095 |
Reported balance
After 2024-03-22 transaction · row 1
1 source rowRow 1 · 2024-03-22 · Tax withholding · Disposed 87 · Balance 14,095 F1: Shares withheld by the Issuer to satisfy withholding tax obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy withholding tax obligation.
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 |
|---|---|---|---|---|---|---|
| March 22, 2024 Filed Mar 26, 2024 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 87 | $22.96 | $1,997.52 |
DisclosureSEC source: 0001415889-24-009124 · form4-03262024_040314.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,095 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:30 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 292 | $20.98 | $6,126.16 |
DisclosureSEC source: 0001415889-24-008115 · form4-03152024_040319.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,182 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 00:10 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 2,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007720 · form4-03132024_120315.xml · nonDerivative · entry 2 DAWSON JEFFERY S · CIK 0001765616 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,474 F2 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 11, 2025, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 00:10 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 849 | $20.51 | $17,412.99 |
DisclosureSEC source: 0001415889-24-007720 · form4-03132024_120315.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,854 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:44 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 500 | $10.88 | $5,440.00 |
DisclosureSEC source: 0001209191-23-055768 · doc4.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,703 F1 · kind: 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). Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 20:15 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 87 | $13.99 | $1,217.13 |
DisclosureSEC source: 0001209191-23-021073 · doc4.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,203 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 22:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 10,108 | $0.00 Strike: $15.31 | $0.00 |
DisclosureSEC source: 0001209191-23-018634 · doc4.xml · derivative · entry 3 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,108 Underlying: Common Stock · 10,108 shares Expires 2033-03-13 F3 · derivative.exercise_date: The option will vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 22:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 3,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018634 · doc4.xml · nonDerivative · entry 2 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,290 F2 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 13, 2024, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 22:51 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 849 | $15.48 | $13,142.52 |
DisclosureSEC source: 0001209191-23-018634 · doc4.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,698 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 22, 2022 Filed May 16, 2022 21:13 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 106 | $13.45 | $1,425.70 |
DisclosureSEC source: 0001209191-22-029227 · doc4.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,547 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:58 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 8,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018515 · doc4.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,653 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 10, 2023, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:05 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 10,496 | $0.00 Strike: $25.78 | $0.00 |
DisclosureSEC source: 0001209191-21-022875 · doc4.xml · derivative · entry 2 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,496 Underlying: Common Stock · 10,496 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 21:05 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022875 · doc4.xml · nonDerivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 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 |
| January 04, 2021 Filed Jan 6, 2021 23:53 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 40,377 | $0.00 Strike: $25.06 | $0.00 |
DisclosureSEC source: 0001209191-21-002350 · doc4.xml · derivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,377 Underlying: Common Stock · 40,377 shares Expires 2031-01-03 F1 · derivative.exercise_date: One-fifth (1/5th) of the shares subject to the option will vest in equal annual installments commencing on January 4, 2022, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 18:27 UTC | DEAN FOODS CO DF · Entity 153856 | GrantRestricted Stock Units · Derivative | 31,949 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018268 · doc4.xml · derivative · entry 1 DAWSON JEFFERY S · CIK 0001765616 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,949 Underlying: Common Stock · 31,949 shares Expires not disclosed F1 · security: The Reporting Person received an award of restricted stock units (RSUs), which represents the right to receive shares of Common Stock of the Issuer in the future, subject to the terms and conditions of the related award agreement. F2 · security: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. F3 · derivative.expiration_date: This RSU award vests annually, on a pro rata basis, over a 3-year period. 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.