Joel T. Grade

CIK 1602507 · View on SEC EDGAR ↗

Insider

First SEC filing: Sept. 13, 2023 · Latest: Sept. 13, 2023

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 69 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

69 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 29, 2018 SYY S 10b5-1 17,438 $68.36 $1,192,062 39,429 Direct -30.66% Disposed 23.1% (price as of 2026-08-20)
Nov. 15, 2016 SYY S 10b5-1 7,790 $53.49 $416,687 46,325 Direct -14.40% Disposed 57.3% (price as of 2026-08-20)
Nov. 14, 2016 SYY S 10b5-1 16,338 $53.49 $873,920 45,225 Direct -26.54% Disposed 57.3% (price as of 2026-08-20)
July 13, 2016 SYY S 10b5-1 16,368 $52.01 $851,300 43,663 Direct -27.27% Disposed 61.8% (price as of 2026-08-20)
July 5, 2016 SYY S 10b5-1 16,398 $51.00 $836,298 42,623 Direct -27.78% Disposed 65.0% (price as of 2026-08-20)
June 17, 2016 SYY S 10b5-1 16,428 $49.96 $820,743 41,614 Direct -28.30% Disposed 68.5% (price as of 2026-08-20)
June 13, 2016 SYY S 10b5-1 14,777 $48.72 $719,935 40,666 Direct -26.65% Disposed 72.7% (price as of 2026-08-20)
Dec. 28, 2015 SYY S 10b5-1 6,000 $41.26 $247,560 40,666 Direct -12.86% Disposed 104.0% (price as of 2026-08-20)
Dec. 28, 2015 SYY S 10b5-1 36,000 $41.41 $1,490,760 40,666 Direct -46.96% Disposed 103.2% (price as of 2026-08-20)
Dec. 28, 2015 SYY S 10b5-1 1,800 $41.30 $74,340 40,666 Direct -4.24% Disposed 103.8% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
March 6, 2025 BAX Stock Option (Right to Buy) Common Stock, $1 par value (98,478) $35.44 March 6, 2035 98,478 Acquired
Dec. 1, 2023 BAX Stock Option (Right to Buy) Common Stock, $1 par value (102,273) $36.55 Dec. 1, 2033 102,273 Acquired
Sept. 11, 2023 SYY Stock Options (Right to buy) Common Stock (902) $69.95 Sept. 10, 2033 902 Acquired
Aug. 20, 2020 SYY Stock Options (Right to buy) Common Stock (54,351) $58.08 Aug. 19, 2030 54,351 Acquired
Aug. 21, 2019 SYY Stock Options (Right to buy) Common Stock (90,111) $72.80 Aug. 20, 2029 90,111 Acquired
Aug. 23, 2018 SYY Stock Options (Right to buy) Common Stock (90,364) $75.08 Aug. 22, 2028 90,364 Acquired
June 29, 2018 SYY Stock Options (Right to buy) Common Stock (17,438) $29.96 Nov. 13, 2019 17,438 Disposed
Aug. 25, 2017 SYY Stock Options (Right to buy) Common Stock (129,098) $51.22 Aug. 24, 2027 129,098 Acquired
Nov. 16, 2016 SYY Stock Options (Right to buy) Common Stock (585) $27.65 Nov. 14, 2018 585 Disposed
Nov. 15, 2016 SYY Stock Options (Right to buy) Common Stock (7,790) $27.65 Nov. 14, 2018 7,790 Disposed
Nov. 15, 2016 SYY Stock Options (Right to buy) Common Stock (1,100) $29.96 Nov. 13, 2019 1,100 Disposed
Nov. 14, 2016 SYY Stock Options (Right to buy) Common Stock (16,338) $29.96 Nov. 13, 2019 16,338 Disposed
Aug. 25, 2016 SYY Stock Options (Right to buy) Common Stock (145,833) $52.42 Aug. 24, 2026 145,833 Acquired
July 14, 2016 SYY Stock Options (Right to buy) Common Stock (1,069) $29.96 Nov. 13, 2019 1,069 Disposed
July 13, 2016 SYY Stock Options (Right to buy) Common Stock (16,368) $29.96 Nov. 13, 2019 16,368 Disposed
July 6, 2016 SYY Stock Options (Right to Buy) Common Stock (1,040) $29.96 Nov. 13, 2019 1,040 Disposed
July 5, 2016 SYY Stock Options (Right to buy) Common Stock (16,398) $29.96 Nov. 13, 2019 16,398 Disposed
June 20, 2016 SYY Stock Options (Right to buy) Common Stock (1,009) $29.96 Nov. 13, 2019 1,009 Disposed
June 17, 2016 SYY Stock Options (Right to buy) Common Stock (16,428) $29.96 Nov. 13, 2019 16,428 Disposed
June 14, 2016 SYY Stock Options (Right to buy) Common stock (948) $27.65 Nov. 14, 2018 948 Disposed
June 13, 2016 SYY Stock Options (Right to buy) Common Stock (14,777) $27.65 Nov. 14, 2018 14,777 Disposed
Dec. 28, 2015 SYY Stock Options (Right to buy) Common Stock (6,000) $27.65 Nov. 14, 2018 6,000 Disposed
Dec. 28, 2015 SYY Stock Options (Right to buy) Common Stock (36,000) $28.87 Nov. 10, 2017 36,000 Disposed
Dec. 28, 2015 SYY Stock Options (Right to buy) Common Stock (1,800) $27.44 Nov. 9, 2016 1,800 Disposed
Nov. 17, 2015 SYY Stock Options (Right to buy) Common Stock (151,646) $40.59 Nov. 17, 2025 151,646 Acquired
Nov. 18, 2014 SYY Stock Option (Right to buy) Common Stock (69,043) $38.89 Nov. 18, 2024 69,043 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 14 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Oct. 19, 2023 BAX Common Stock, $1 par value 0 Direct
Sept. 13, 2023 SYY Common Stock 96,644 Direct
Sept. 13, 2023 SYY Common Stock 259 Indirect
Sept. 13, 2023 SYY Stock Options (Right to buy)→ Common Stock (31,737) 31,737 Direct
Sept. 13, 2023 SYY Stock Options (Right to buy)→ Common Stock (22,139) 22,139 Direct
Sept. 13, 2023 SYY Stock Options (Right to buy)→ Common Stock (18,964) 18,964 Direct
March 13, 2014 SYY Common Stock 26,999 Direct
March 13, 2014 SYY Common Stock 200 Indirect
March 13, 2014 SYY Stock Option (Right to buy)→ Common Stock (1,800) 1,800 Direct
March 13, 2014 SYY Stock Option (Right to buy)→ Common Stock (21,000) 21,000 Direct
March 13, 2014 SYY Stock Option (Right to buy)→ Common Stock (15,000) 15,000 Direct
March 13, 2014 SYY Stock Option (Right to buy)→ Common Stock (29,500) 29,500 Direct
March 13, 2014 SYY Stock Option (Right to buy)→ Common Stock (87,188) 87,188 Direct
March 13, 2014 SYY Stock Option (Right to buy)→ Common Stock (75,637) 75,637 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

BAX

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $827,825 $459,000 $63,700 $8,209,568

SYY

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2021 $716,538 $1,662,947 $730,477 $1,005,244 $56,444 $4,171,650
2020 $689,999 $208,725 $30,046 $88,936 $3,418,304
2019 $687,115 $1,482,755 $1,055,452 $622,380 $21,164 $71,573 $3,940,439

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.