Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIFECORE BIOMEDICAL, INC. \DE\LFCR · Entity 6447 | Chief Financial Officer | January 18, 2024 | January 22, 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.
LIFECORE BIOMEDICAL, INC. \DE\
Report date January 18, 2024 · Filed January 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,617 |
Ending reported balance
After 2024-01-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-18 · Exercise / conversion · Acquired 17,500 · Balance 131,900 F1: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. Row 2 · 2024-01-18 · Tax withholding · Disposed 6,283 · Balance 125,617 F1: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-18 · Exercise / conversion · Disposed 17,500 · Balance 0 F1: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. F2: The restricted stock units vested on January 18, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis.
F2: The restricted stock units vested on January 18, 2024.
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 |
|---|---|---|---|---|---|---|
| January 18, 2024 Filed Jan 22, 2024 19:26 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LFCR · Entity 6447 | Exercise / conversionRestricted Stock Unit · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-001842 · wk-form4_1705951591.xml · derivative · entry 3 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,500 shares Expires not disclosed 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 · derivative.exercise_price: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. F2 · derivative.expiration_date: The restricted stock units vested on January 18, 2024. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 19:26 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LFCR · Entity 6447 | Tax withholdingCommon Stock | 6,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-001842 · wk-form4_1705951591.xml · nonDerivative · entry 2 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,617 F1 · price: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 19:26 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LFCR · Entity 6447 | Exercise / conversionCommon Stock | 17,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-001842 · wk-form4_1705951591.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,900 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 · price: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 19:24 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LFCR · Entity 6447 | GrantCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-020839 · wk-form4_1685993042.xml · nonDerivative · entry 2 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,400 F1 · price: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. F3 · price: Restricted Stock Units will vest on the 3rd anniversary of the grant date or if earlier, upon a Change in Control. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 19:24 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LFCR · Entity 6447 | GrantCommon Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-020839 · wk-form4_1685993042.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,400 F1 · price: The restricted stock units convert into common stock of Lifecore Biomedical, Inc. on a 1 for 1 basis. F2 · price: Restricted Stock Units will vest on the 3rd anniversary of the grant date. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 22:39 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantRestricted Stock Unit · Derivative | 13,500 | $11.31 | $152,685.00 |
DisclosureSEC source: 0001628280-22-022940 · wf-form4_166060256850518.xml · derivative · entry 3 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 13,500 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units convert into common stock of Landec Corporation on a 1 for 1 basis. F2 · derivative.expiration_date: Restricted Stock Units will vest on the 3rd anniversary of the grant date and will be automatically settled in shares of common stock. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 22:39 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 12,591 | $11.31 Strike: $11.31 | $142,404.21 |
DisclosureSEC source: 0001628280-22-022940 · wf-form4_166060256850518.xml · derivative · entry 2 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 12,591 shares Expires 2029-08-11 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 22:39 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantIncentive Stock Option (Right to Buy) · Derivative | 409 | $11.31 Strike: $11.31 | $4,625.79 |
DisclosureSEC source: 0001628280-22-022940 · wf-form4_166060256850518.xml · derivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409 Underlying: Common Stock · 409 shares Expires 2029-08-11 Read SEC document |
| July 14, 2022 Filed Jul 18, 2022 21:02 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantIncentive Stock Option (Right to Buy) · Derivative | 9,771 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001628280-22-019063 · wf-form4_165817814166337.xml · derivative · entry 3 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,771 Underlying: Common Stock · 9,771 shares Expires 2029-07-14 Read SEC document |
| July 14, 2022 Filed Jul 18, 2022 21:02 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 40,229 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001628280-22-019063 · wf-form4_165817814166337.xml · derivative · entry 2 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,229 Underlying: Common Stock · 40,229 shares Expires 2029-07-14 Read SEC document |
| July 14, 2022 Filed Jul 18, 2022 21:02 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantRestricted Stock Unit · Derivative | 5,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-019063 · wf-form4_165817814166337.xml · derivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,123 Underlying: Common Stock · 5,123 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units convert into common stock of Landec Corporation on a 1 for 1 basis. F2 · price: Restricted Stock Units will vest on the 3rd anniversary of the grant date and will be automatically settled in shares of common stock. F2 · derivative.expiration_date: Restricted Stock Units will vest on the 3rd anniversary of the grant date and will be automatically settled in shares of common stock. Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 22:13 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantIncentive Stock Option (right to buy) · Derivative | 5,746 | $0.00 Strike: $12.14 | $0.00 |
DisclosureSEC source: 0001593968-21-001898 · primary_01.xml · derivative · entry 2 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,746 Underlying: Common Stock · 5,746 shares Expires 2028-07-27 Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 22:13 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantNon-Qualified StockOption (right to buy) · Derivative | 59,254 | $0.00 Strike: $12.14 | $0.00 |
DisclosureSEC source: 0001593968-21-001898 · primary_01.xml · derivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,254 Underlying: Common Stock · 59,254 shares Expires 2028-07-27 Read SEC document |
| April 19, 2021 Filed Apr 20, 2021 22:23 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $11.05 | $22,100.00 |
DisclosureSEC source: 0001593968-21-001133 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,400 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $10.95 to $11.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 23:18 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $11.08 | $22,160.00 |
DisclosureSEC source: 0001593968-21-001124 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 18:30 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $10.98 | $21,960.00 |
DisclosureSEC source: 0001593968-21-001120 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,400 Read SEC document |
| April 14, 2021 Filed Apr 15, 2021 16:43 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $10.64 | $21,280.00 |
DisclosureSEC source: 0001593968-21-001116 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 Read SEC document |
| April 13, 2021 Filed Apr 13, 2021 23:33 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $10.18 | $20,360.00 |
DisclosureSEC source: 0001593968-21-001110 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,400 Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 18:19 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 1,400 | $11.88 | $16,632.00 |
DisclosureSEC source: 0001593968-21-000434 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 17:52 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $11.64 | $23,280.00 |
DisclosureSEC source: 0001593968-21-000404 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.62 to $11.76, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 17:47 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $12.06 | $24,120.00 |
DisclosureSEC source: 0001593968-21-000398 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $12.04 to $12.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 17:57 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $10.97 | $21,940.00 |
DisclosureSEC source: 0001593968-21-000380 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $10.97 to $11.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 22:51 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | PurchaseCommon Stock | 2,000 | $10.87 | $21,740.00 |
DisclosureSEC source: 0001593968-21-000375 · primary_01.xml · nonDerivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $10.86 to $10.88, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| January 18, 2021 Filed Jan 21, 2021 22:21 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 78,742 | $10.83 Strike: $10.83 | $852,775.86 |
DisclosureSEC source: 0001593968-21-000156 · primary_01.xml · derivative · entry 3 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,742 Underlying: Common Stock · 78,742 shares Expires 2028-01-18 Read SEC document |
| January 18, 2021 Filed Jan 21, 2021 22:21 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantIncentive Stock Option (Right to Buy) · Derivative | 21,258 | $10.83 Strike: $10.83 | $230,224.14 |
DisclosureSEC source: 0001593968-21-000156 · primary_01.xml · derivative · entry 2 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,258 Underlying: Common Stock · 21,258 shares Expires 2028-01-18 Read SEC document |
| January 18, 2021 Filed Jan 21, 2021 22:21 UTC | LIFECORE BIOMEDICAL, INC. \DE\ LNDC · Entity 6447 | GrantRestricted Stock Unit · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000156 · primary_01.xml · derivative · entry 1 Morberg John D · CIK 0001345964 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units convert into common stock of Landec Corporation on a 1 for 1 basis. F2 · derivative.exercise_date: No exercisable date for this type of award F3 · derivative.expiration_date: Restricted Stock Units will vest on the 3rd anniversary of the grant date and will be automatically settled in shares of common stock. 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.