Julia A Stewart

CIK 1072321 · CHAIRMAN AND CEO · last filed 2024-07-05

Julia A Stewart is a CHAIRMAN AND CEO who has filed 126 SEC Form 4 insider transactions across 3 companies since 2007. Across all open-market trades the lifetime net is −$53.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.9M across reported positions. 5 Form 144 notices of planned sales are also on file; the latest, for AVY on May 10, 2024, lists the filer as a director. 1 sale listed on those notices, worth $213.6K in all, has no matching Form 4.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$5.91M

Companies

Total Filings

126

Lifetime Open-Market Net

-$53.74M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

DIN price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address

4551 WEST 107TH STREET STE 100
C/O APPLEBEES INTERNATIONAL INC
OVERLAND PARK, KS 66207

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count in each company: direct shares plus every indirect holder (trusts, LLCs, partnerships, family members) on the latest Form 4 that lists them. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
AVY	Director	14,309	$187.91	$2.69M	-$5.13M	57	2024-02-09
DIN	CHAIRMAN AND CEO	87,362	$36.91	$3.22M	-$45.79M	49	2017-03-01
Dine Brands Global, Inc. (IHP) Delisted	President and CEO	48,902	—	—	-$2.82M	14	2008-06-02

Holdings By Holder

Who holds the shares on record: the insider directly, and each trust, LLC, partnership or family member reported as an indirect holder on the latest Form 4 that lists them. Holder names come from the filing's footnotes. Rows under No longer reported appeared on earlier filings but not the latest one, usually because the holder was emptied or folded into another; they are not counted in the total.

Symbol	Holder	Shares	Share of Total	Reported
AVY	Direct	8,629	60.3%	2024-02-09
	Trust	5,680	39.7%	2024-02-09
	Total	14,309
DIN	Direct	22,000	25.2%	2017-03-01
	BY TRUST	64,702	74.1%	2017-03-01
	BY 401(K) PLAN	660	0.8%	2017-03-01
	Total	87,362
	No longer reported
	See Footnote	563	—	last 2010-04-20
	By Julia Stewart Trust	74,284	—	last 2010-04-20
	By Spouse	1,100	—	last 2010-03-19
	Julia Stewart Trust	34,845	—	last 2009-03-09
IHP	Direct	13,494	27.6%	2008-06-02
	Julia Stewart Trust	34,845	71.3%	2008-06-02
	See Footnote	563	1.2%	2008-06-02
	Total	48,902
	No longer reported
	ESOP Trust	563	—	last 2007-02-20

Recent Filings

126 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144, so not all of them end in a sale. Under each notice: the role the filer ticked on it, and whether a sale followed (a Form 4 sale within 30 days, or a sale listed on a later notice).

Filed	Symbol	Action	Net Shares	Net $	Link
2024-07-05	—	Mixed	−23,333	$0
2024-05-10	AVY	Notice (144) Director · Planned May 10, 2024 No sale on file	−43,465	-$9.86M	EDGAR
2024-05-01	AVY	Notice (144) Former Director · Planned May 1, 2024 Sold: listed on the May 10, 2024 notice	−971	-$213.6K	EDGAR
2024-02-09	AVY	Sell (S)	−5,311	-$1.07M	EDGAR
2024-02-07	AVY	Notice (144) Director · Planned Feb 7, 2024 Sold: Form 4 filed Feb 9, 2024	−5,311	-$1.07M	EDGAR
2023-08-29	AVY	Sell (S)	−5,633	-$1.05M	EDGAR
2023-08-28	AVY	Notice (144) Director · Planned Aug 28, 2023 Sold: Form 4 filed Aug 29, 2023	−5,633	-$1.05M	EDGAR
2023-05-03	AVY	Mixed	—	$2.0K	EDGAR
2023-05-02	AVY	Notice (144) Director · Planned May 2, 2023 Sold: Form 4 filed May 3, 2023	−930	-$160.9K	EDGAR
2022-05-03	AVY	Mixed	+792	$144.8K	EDGAR

Showing 1–10 of 126

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment, and an amended or cancelled notice is not listed. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes. Someone who is no longer an officer or director (or never was) files no Form 4, so for them a sale shows up only on a later notice, which lists the seller's sales from the 3 months before it. "No sale on file" means neither record shows one; a dash in Net $ means the value filed on the notice doesn't fit the stock's price (likely a typo).

Sales Reported Only on Form 144

1 sale · $213.6K

Each Form 144 lists the seller's sales of the company's stock in the 3 months before it. These are the sales on this filer's notices that no Form 4 on file shows, which is the usual case once someone is no longer an officer or director, or for an affiliate who never files Form 4s. Each sale is listed once, with the first notice that reported it.

Sold	Symbol	Shares	Proceeds	Avg Price	Listed On
2024-04-29	AVY	971	$213.6K	$220.00	2024-05-10