Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | SVP | March 14, 2024 | March 15, 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.
SYSCO CORP
Report date March 14, 2024 · Filed March 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,531.277 |
Reported balance
After 2024-03-14 transaction · row 1
1 source rowRow 1 · 2024-03-14 · Sale · Disposed 4,000 · Balance 18,531.277 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,188 |
Reported balance
Holding disclosure · report date 2024-03-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,188 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale was effected pursuant to a Rule 10b5-1 trading plan.
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 14, 2024 Filed Mar 15, 2024 21:06 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 4,000 | $80.41 | $321,640.00 |
DisclosureSEC source: 0000096021-24-000024 · wk-form4_1710536761.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,531.277 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 819 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-23-000234 · wk-form4_1702504850.xml · derivative · entry 4 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 819 shares Expires 2024-11-18 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. F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 430 | $73.93 | $31,789.90 |
DisclosureSEC source: 0000096021-23-000234 · wk-form4_1702504850.xml · nonDerivative · entry 2 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,531.277 F1 · shares: Transaction involved the surrender of previously-owned shares to the issuer as payment of the option exercise price and tax withholding obligations. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 22:00 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 819 | $38.89 | $31,850.91 |
DisclosureSEC source: 0000096021-23-000234 · wk-form4_1702504850.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,961.277 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 |
| November 15, 2023 Filed Nov 17, 2023 22:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 574 | $0.00 Strike: $68.97 | $0.00 |
DisclosureSEC source: 0000096021-23-000205 · wk-form4_1700258598.xml · derivative · entry 3 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574 Underlying: Common Stock · 574 shares Expires 2033-11-14 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 11/15/2024, 11/15/2025 and 11/15/2026, respectively. No options may be exercised prior to 11/15/2024. Options will expire on 11/14/2033. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000205 · wk-form4_1700258598.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,142.277 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 11/15/2024, 11/15/2025 and 11/15/2026, respectively. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:06 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,488 | $69.65 | $103,639.20 |
DisclosureSEC source: 0000096021-23-000126 · wk-form4_1694034372.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,911.277 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:51 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 10,114 | $0.00 Strike: $74.85 | $0.00 |
DisclosureSEC source: 0000096021-23-000099 · wk-form4_1691790671.xml · derivative · entry 3 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,114 Underlying: Common Stock · 10,114 shares Expires 2033-08-09 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/10/2024, 8/10/2025 and 8/10/2026, respectively. No options may be exercised prior to 8/10/2024. Options will expire on 8/9/2033. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:51 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 3,895 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000099 · wk-form4_1691790671.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,399.277 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 08/10/2024, 08/10/2025 and 08/10/2026, respectively. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 20:53 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,160 | $82.22 | $95,375.20 |
DisclosureSEC source: 0000096021-22-000159 · wf-form4_166215197299608.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,504.277 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 21:24 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock · Derivative | 11,652 | $0.00 Strike: $85.57 | $0.00 |
DisclosureSEC source: 0000096021-22-000131 · wf-form4_166094426730199.xml · derivative · entry 3 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,652 Underlying: Common Stock · 11,652 shares Expires 2032-08-17 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/18/2023, 08/18/2024 and 08/18/2025, respectively. No options may be exercised prior to 08/18/2023. Options will expire on 08/17/2032. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 21:24 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-22-000131 · wf-form4_166094426730199.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,664.277 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2023, 09/01/2024 and 09/01/2025, respectively. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:20 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 9,781 | $87.28 | $853,685.68 |
DisclosureSEC source: 0000096021-22-000111 · wf-form4_165947518685757.xml · nonDerivative · entry 2 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,446.277 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:20 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 22,078.696 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-22-000111 · wf-form4_165947518685757.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,227.277 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2018 Omnibus Incentive Plan. These performance share units were granted by the Committee in August 2020. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2021 to fiscal 2022. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:07 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 9,097 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0000096021-22-000038 · wf-form4_164461724379441.xml · derivative · entry 4 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 Underlying: Common Stock · 9,097 shares Expires 2024-11-18 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. F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2013 Long Term Inventive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:07 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 9,097 | $83.00 | $755,051.00 |
DisclosureSEC source: 0000096021-22-000038 · wf-form4_164461724379441.xml · nonDerivative · entry 2 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,248.581 F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:07 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 9,097 | $38.89 | $353,782.33 |
DisclosureSEC source: 0000096021-22-000038 · wf-form4_164461724379441.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,345.581 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. F1 · kind: The exercises and sales were effected pursuant to Rule 10b5-1 trading plan. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 21:14 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 813 | $79.65 | $64,755.45 |
DisclosureSEC source: 0000096021-21-000101 · wf-form4_163070364916972.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,248.581 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:25 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 16,383 | $0.00 Strike: $76.94 | $0.00 |
DisclosureSEC source: 0000096021-21-000073 · wf-form4_162975390767171.xml · derivative · entry 2 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,383 Underlying: Common Stock · 16,383 shares Expires 2031-08-18 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/19/2022, 08/19/2023 and 08/19/2024, respectively. No options may be exercised prior to 08/19/2022. Options will expire on 08/18/2031. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:25 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-21-000073 · wf-form4_162975390767171.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,061.581 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2022, 09/01/2023 and 09/01/2024, respectively. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:32 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 36,539 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0000096021-20-000083 · wf-form4_159804555688646.xml · derivative · entry 3 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,539 Underlying: Common Stock · 36,539 shares Expires 2030-08-19 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/20/2021, 08/20/2022 and 08/20/2023, respectively. No options may be exercised prior to 08/20/2021. Options will expire on 08/19/2030. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:32 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 5,499 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000083 · wf-form4_159804555688646.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,715.581 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2021, 09/01/2022 and 09/01/2023, respectively. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:20 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 174 | $59.54 | $10,359.96 |
DisclosureSEC source: 0000096021-20-000062 · wf-form4_159778562172207.xml · nonDerivative · entry 2 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216.581 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:20 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 390.581 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000062 · wf-form4_159778562172207.xml · nonDerivative · entry 1 Jasper James Chris · CIK 0001806563 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390.581 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2013 Long-Term Incentive Plan. These performance share units were granted by the Committee in August 2017. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2018 to fiscal 2020. 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.