Jonathan D Sokoloff
CIK 1175522 · last filed 2023-06-29
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
WFMI 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 monthDollar 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
latestMost 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
STE 2000
LOS ANGELES, CA 90025
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JOANN Inc. (JOAN) Delisted | Director | 28,002,383 | $0.10 | $2.71M | -$58.95M | 6 | 2023-06-29 |
| SHAK | Director | 155,611 | $68.05 | $10.59M | -$469.75M | 70 | 2023-06-29 |
| Container Store Group, Inc. (TCS) Delisted | Director | 1,028,038 | $2.65 | $2.72M | -$147.68M | 15 | 2022-09-02 |
| ADV | Director | 618,000 | $30.10 | $18.60M | $0 | 1 | 2020-10-30 |
| SIG | Director | 14,363 | $115.59 | $1.66M | $0 | 5 | 2020-06-29 |
| WHOLE FOODS MARKET INC (WFM) Delisted | Director | 11,263 | — | — | -$485.46M | 22 | 2016-12-09 |
| WHOLE FOODS MARKET INC (WFMI) Delisted | Director | 18,486,141 | — | — | -$529.24M | 5 | 2011-02-15 |
| DFC GLOBAL CORP. (DLLR) Delisted | Director | 73,977 | — | — | -$152.90M | 1 | 2007-02-26 |
Recent Filings · Page 6 of 13
125 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-05-11 | SHAK | Sell (S) | −627,440 | -$36.90M | EDGAR |
| 2017-12-26 | SHAK | Conv (C) | +328,817 | $0 | EDGAR |
| 2017-12-01 | SHAK | Sell (S) | −522,867 | -$21.08M | EDGAR |
| 2017-09-14 | Container Store Group, Inc. (TCS) Delisted | Grant (A) | — | $0 | EDGAR |
| 2017-06-30 | SIG | Grant (A) | +2,258 | $0 | EDGAR |
| 2017-06-14 | SHAK | Grant (A) | +642 | $0 | EDGAR |
| 2016-12-09 | WHOLE FOODS MARKET INC (WFM) Delisted | Grant (A) | +1,200 | $0 | EDGAR |
| 2016-12-08 | SHAK | Sell (S) | −100,000 | -$3.51M | EDGAR |
| 2016-12-05 | SHAK | Sell (S) | −150,000 | -$5.39M | EDGAR |
| 2016-11-16 | SHAK | Sell (S) | −150,000 | -$5.69M | EDGAR |
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. 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; missing follow-up Form 4s suggest the notice was cancelled or modified.