Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | See Remarks | March 04, 2024 | March 06, 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.
Grocery Outlet Holding Corp.
Report date March 04, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,522 |
Reported balance
After 2024-03-04 transaction · row 1
1 source rowRow 1 · 2024-03-04 · Sale · Disposed 1,390 · Balance 26,522 F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted.
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 04, 2024 Filed Mar 6, 2024 17:13 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 1,390 | $26.33 | $36,598.70 |
DisclosureSEC source: 0001771515-24-000055 · wk-form4_1709763227.xml · nonDerivative · entry 1 Chung Calvin · CIK 0001970381 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,522 F1 · shares: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:36 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 12,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-24-000027 · wk-form4_1709591781.xml · nonDerivative · entry 1 Chung Calvin · CIK 0001970381 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,912 F1 · shares: Represents 12,657 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments upon the reporting person's completion of each 12 month period of service over the period measured from March 1, 2024 to March 1, 2027, subject to the continued service of the reporting person through such vesting dates. Does not include up to an additional 18,985 unvested PSUs at target achievement (or up to an additional 37,970 unvested PSUs at maximum achievement) which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| April 25, 2023 Filed Apr 26, 2023 17:23 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 8,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-23-000036 · wf-form4_168254419512933.xml · nonDerivative · entry 2 Chung Calvin · CIK 0001970381 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,255 F2 · shares: Represents 8,379 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments on March 1, 2024, March 1, 2025 and March 1, 2026, subject to the continued service of the reporting person through such vesting dates. Does not include up to an additional 12,568 unvested performance stock units at target achievement (or up to an additional 25,136 unvested performance stock units at maximum achievement) which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| April 25, 2023 Filed Apr 26, 2023 17:23 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 6,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-23-000036 · wf-form4_168254419512933.xml · nonDerivative · entry 1 Chung Calvin · CIK 0001970381 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,876 F1 · shares: Represents 6,876 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments on March 1, 2024, March 1, 2025 and March 1, 2026, subject to the continued service of the reporting person through such vesting dates. 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.