linda, just finished doing the same thing. because of the interrelationship with the various entities, the only thing i seem to be able to tie out is a 255,382 share increase in sole voting power when comparing esl partners, jpp, and esl investment inc. the change for each one of these (although all controlled by lampert) is 255,382.
comparing shares beneficially owned allows for the greater number but why shown in beneficially owned as opposed to sole voting power if there was actually some exchange of warrants for stock?
even though the share increase (and corresponding warrant reduction) are tied to the second lien term note, when i went back to review the term note which was filed around 1/10/18, i could not find a provision for accepting stock in lieu of payment (probably for accrued interest).
first thought it might be PIK (payment in kind) but that only seems related to debt instrucments, not the term loan.
in any case, it certainly doesn't seem to be any type of open market purchase of stock as some have surmised.
