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TNET

TRINET GROUP, INC.

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4202
SEC CIK
0000937098
Parsed reports
924

Last 12 months

Inside the activity.

1 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202504
Dec 202500
Jan 202601
Feb 202601
Mar 202610
Apr 202601
May 202601
Jun 202600
Jul 202600
Aug 202604
Sep 202600
Oct 202600

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 22, 2024 Filed Feb 26, 2024 23:26 UTC SaleCommon Stock 2,492 $123.73 $308,336.16
Disclosure

SEC source: 0000937098-24-000050 · wk-form4_1708989980.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 378,187

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.22 to $124.16, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · ownership.nature: Shares held directly by the Burton M. Goldfield and Maud Carol Goldfield Trust, u/a/d 12/6/00 (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.

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February 22, 2024 Filed Feb 26, 2024 23:26 UTC GiftCommon Stock 15,110 $0.00 $0.00
Disclosure

SEC source: 0000937098-24-000050 · wk-form4_1708989980.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 380,679

F1 · kind: Represents shares gifted to a 501(c)(3) exempt charitable foundation

F2 · ownership.nature: Shares held directly by the Burton M. Goldfield and Maud Carol Goldfield Trust, u/a/d 12/6/00 (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.

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February 21, 2024 Filed Feb 23, 2024 23:11 UTC SaleCommon Stock 650 $122.42 $79,571.96
Disclosure

SEC source: 0000937098-24-000047 · wk-form4_1708729857.xml · nonDerivative · entry 2

Chamberlain Paul Edward · CIK 0001659774 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,716

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 6, 2023.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.98 to $122.66, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 23:11 UTC SaleCommon Stock 1,100 $121.33 $133,464.32
Disclosure

SEC source: 0000937098-24-000047 · wk-form4_1708729857.xml · nonDerivative · entry 1

Chamberlain Paul Edward · CIK 0001659774 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,366

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 6, 2023.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.96 to $121.70, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 23:08 UTC
TUMINELLI KELLY LEVP & CHIEF FINANCIAL OFFICER
SaleCommon Stock 4,396 $122.67 $539,235.34
Disclosure

SEC source: 0000937098-24-000045 · wk-form4_1708729688.xml · nonDerivative · entry 1

TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,999

F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.56 to $122.80, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 21, 2024 Filed Feb 23, 2024 21:34 UTC SaleCommon Stock 3,045 $122.80 $373,940.01
Disclosure

SEC source: 0000937098-24-000044 · wk-form4_1708724029.xml · nonDerivative · entry 2

LOWELL WAYNE B · CIK 0001263523 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 84,766

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.455 to $123.06, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · ownership.nature: Shares held directly by the Lowell Revocable Living Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.

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February 21, 2024 Filed Feb 23, 2024 21:34 UTC SaleCommon Stock 6,955 $121.97 $848,290.22
Disclosure

SEC source: 0000937098-24-000044 · wk-form4_1708724029.xml · nonDerivative · entry 1

LOWELL WAYNE B · CIK 0001263523 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 87,811

F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.45 to $122.44, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · ownership.nature: Shares held directly by the Lowell Revocable Living Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:17 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
SaleCommon Stock 300 $124.30 $37,289.01
Disclosure

SEC source: 0000937098-24-000039 · wk-form4_1708643866.xml · nonDerivative · entry 3

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,365

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on August 3, 2023.

F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.99 to $124.84, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:17 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
SaleCommon Stock 1,785 $123.09 $219,714.04
Disclosure

SEC source: 0000937098-24-000039 · wk-form4_1708643866.xml · nonDerivative · entry 2

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,665

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on August 3, 2023.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.65 to $123.45, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:17 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
SaleCommon Stock 300 $121.77 $36,530.01
Disclosure

SEC source: 0000937098-24-000039 · wk-form4_1708643866.xml · nonDerivative · entry 1

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,450

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on August 3, 2023.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.65 to $121.93, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:26 UTC GiftCommon Stock 29,357 $0.00 $0.00
Disclosure

SEC source: 0000937098-24-000041 · wk-form4_1708644357.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 395,789

F1 · kind: Represents a transfer of shares to a trust, of which the reporting person and his spouse are trustees and beneficiaries of the trust.

F3 · ownership.nature: Shares held directly by the Burton M. Goldfield and Maud Carol Goldfield Trust, u/a/d 12/6/00 (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:26 UTC GiftCommon Stock 29,357 $0.00 $0.00
Disclosure

SEC source: 0000937098-24-000041 · wk-form4_1708644357.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,965

F1 · kind: Represents a transfer of shares to a trust, of which the reporting person and his spouse are trustees and beneficiaries of the trust.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:19 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Tax withholdingCommon Stock 1,440 $113.15 $162,936.00
Disclosure

SEC source: 0000937098-24-000037 · wk-form4_1708471147.xml · nonDerivative · entry 4

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,322

F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:19 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Tax withholdingCommon Stock 1,112 $113.15 $125,822.80
Disclosure

SEC source: 0000937098-24-000037 · wk-form4_1708471147.xml · nonDerivative · entry 3

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,762

F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:19 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Tax withholdingCommon Stock 800 $113.15 $90,520.00
Disclosure

SEC source: 0000937098-24-000037 · wk-form4_1708471147.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,874

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:19 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Tax withholdingCommon Stock 1,372 $113.15 $155,241.80
Disclosure

SEC source: 0000937098-24-000037 · wk-form4_1708471147.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,674

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on February 28, 2020.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:16 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 216 $113.15 $24,440.40
Disclosure

SEC source: 0000937098-24-000035 · wk-form4_1708470968.xml · nonDerivative · entry 5

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,750

F6 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on December 15, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:16 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 128 $113.15 $14,483.20
Disclosure

SEC source: 0000937098-24-000035 · wk-form4_1708470968.xml · nonDerivative · entry 4

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,966

F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:16 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 113 $113.15 $12,785.95
Disclosure

SEC source: 0000937098-24-000035 · wk-form4_1708470968.xml · nonDerivative · entry 3

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,094

F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:16 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 447 $113.15 $50,578.05
Disclosure

SEC source: 0000937098-24-000035 · wk-form4_1708470968.xml · nonDerivative · entry 2

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,207

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on May 15, 2020.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:16 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 210 $113.15 $23,761.50
Disclosure

SEC source: 0000937098-24-000035 · wk-form4_1708470968.xml · nonDerivative · entry 1

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,654

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on February 28, 2020.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:13 UTC
TUMINELLI KELLY LEVP & CHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 363 $113.15 $41,073.45
Disclosure

SEC source: 0000937098-24-000033 · wk-form4_1708470824.xml · nonDerivative · entry 3

TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,395

F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:13 UTC
TUMINELLI KELLY LEVP & CHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 302 $113.15 $34,171.30
Disclosure

SEC source: 0000937098-24-000033 · wk-form4_1708470824.xml · nonDerivative · entry 2

TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,758

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:13 UTC
TUMINELLI KELLY LEVP & CHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 1,003 $113.15 $113,489.45
Disclosure

SEC source: 0000937098-24-000033 · wk-form4_1708470824.xml · nonDerivative · entry 1

TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,060

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on October 15, 2020.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:11 UTC
Venkataramani JayaramanEVP, CHIEF DIGITAL & INNOV OFF
Tax withholdingCommon Stock 289 $113.15 $32,700.35
Disclosure

SEC source: 0000937098-24-000031 · wk-form4_1708470656.xml · nonDerivative · entry 2

Venkataramani Jayaraman · CIK 0001936217 · EVP, CHIEF DIGITAL & INNOV OFF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,048

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:11 UTC
Venkataramani JayaramanEVP, CHIEF DIGITAL & INNOV OFF
Tax withholdingCommon Stock 479 $113.15 $54,198.85
Disclosure

SEC source: 0000937098-24-000031 · wk-form4_1708470656.xml · nonDerivative · entry 1

Venkataramani Jayaraman · CIK 0001936217 · EVP, CHIEF DIGITAL & INNOV OFF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,337

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on July 15, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:08 UTC
WELLINGTON SAMANTHAEVP, CLO and SECRETARY
Tax withholdingCommon Stock 363 $113.15 $41,073.45
Disclosure

SEC source: 0000937098-24-000029 · wk-form4_1708470467.xml · nonDerivative · entry 4

WELLINGTON SAMANTHA · CIK 0001759942 · EVP, CLO and SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,833

F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:08 UTC
WELLINGTON SAMANTHAEVP, CLO and SECRETARY
Tax withholdingCommon Stock 242 $113.15 $27,382.30
Disclosure

SEC source: 0000937098-24-000029 · wk-form4_1708470467.xml · nonDerivative · entry 3

WELLINGTON SAMANTHA · CIK 0001759942 · EVP, CLO and SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,196

F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:08 UTC
WELLINGTON SAMANTHAEVP, CLO and SECRETARY
Tax withholdingCommon Stock 167 $113.15 $18,896.05
Disclosure

SEC source: 0000937098-24-000029 · wk-form4_1708470467.xml · nonDerivative · entry 2

WELLINGTON SAMANTHA · CIK 0001759942 · EVP, CLO and SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,438

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:08 UTC
WELLINGTON SAMANTHAEVP, CLO and SECRETARY
Tax withholdingCommon Stock 425 $113.15 $48,088.75
Disclosure

SEC source: 0000937098-24-000029 · wk-form4_1708470467.xml · nonDerivative · entry 1

WELLINGTON SAMANTHA · CIK 0001759942 · EVP, CLO and SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,605

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on February 28, 2020.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 22, 2024 Filed Jan 24, 2024 23:32 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,783 $0.00 Strike: $10.98 $0.00
Disclosure

SEC source: 0000937098-24-000016 · wk-form4_1706139132.xml · derivative · entry 5

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,783 shares

Expires 2024-02-11

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 · kind: The exercise reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F7 · derivative.exercise_date: Option is subject to a 4-year vesting schedule, with 25% vesting upon the 12-month anniversary of February 1, 2014, and 1/48th of the total number of shares vesting each month thereafter. The Option is also subject to accelerated vesting upon certain events.

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January 22, 2024 Filed Jan 24, 2024 23:32 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
SaleCommon Stock 662 $117.24 $77,612.68
Disclosure

SEC source: 0000937098-24-000016 · wk-form4_1706139132.xml · nonDerivative · entry 3

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 125,046

F3 · kind: The sales reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.08 to $117.41, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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January 22, 2024 Filed Jan 24, 2024 23:32 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
SaleCommon Stock 2,121 $116.49 $247,085.26
Disclosure

SEC source: 0000937098-24-000016 · wk-form4_1706139132.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 125,708

F3 · kind: The sales reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.06 to $117.03, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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January 22, 2024 Filed Jan 24, 2024 23:32 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Exercise / conversionCommon Stock 2,783 $10.98 $30,557.34
Disclosure

SEC source: 0000937098-24-000016 · wk-form4_1706139132.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 127,829

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 · kind: The exercise reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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January 03, 2024 Filed Jan 5, 2024 23:20 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
SaleCommon Stock 619 $116.53 $72,132.01
Disclosure

SEC source: 0000937098-24-000014 · wk-form4_1704496800.xml · nonDerivative · entry 2

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,864

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on August 3, 2023.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.40 to $117.00, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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January 03, 2024 Filed Jan 5, 2024 23:20 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
SaleCommon Stock 4,978 $115.71 $576,019.81
Disclosure

SEC source: 0000937098-24-000014 · wk-form4_1704496800.xml · nonDerivative · entry 1

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,483

F1 · kind: The sale reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on August 3, 2023.

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.32 to $116.2850, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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December 31, 2023 Filed Jan 3, 2024 23:18 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 1,905 $118.93 $226,561.65
Disclosure

SEC source: 0000937098-24-000011 · wk-form4_1704323901.xml · nonDerivative · entry 2

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,461

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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December 31, 2023 Filed Jan 3, 2024 23:18 UTC
Warren Alexander G.SVP, CHIEF REVENUE OFFICER
Tax withholdingCommon Stock 2,696 $118.93 $320,635.28
Disclosure

SEC source: 0000937098-24-000011 · wk-form4_1704323901.xml · nonDerivative · entry 1

Warren Alexander G. · CIK 0001956868 · SVP, CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,366

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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December 31, 2023 Filed Jan 3, 2024 23:11 UTC
Venkataramani JayaramanEVP, CHIEF DIGITAL & INNOV OFF
Tax withholdingCommon Stock 5,925 $118.93 $704,660.25
Disclosure

SEC source: 0000937098-24-000008 · wk-form4_1704323472.xml · nonDerivative · entry 1

Venkataramani Jayaraman · CIK 0001936217 · EVP, CHIEF DIGITAL & INNOV OFF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,816

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on July 15, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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December 31, 2023 Filed Jan 3, 2024 23:10 UTC
TUMINELLI KELLY LEVP & CHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 4,187 $118.93 $497,959.91
Disclosure

SEC source: 0000937098-24-000007 · wk-form4_1704323402.xml · nonDerivative · entry 2

TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,063

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 23:10 UTC
TUMINELLI KELLY LEVP & CHIEF FINANCIAL OFFICER
Tax withholdingCommon Stock 7,407 $118.93 $880,914.51
Disclosure

SEC source: 0000937098-24-000007 · wk-form4_1704323402.xml · nonDerivative · entry 1

TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,250

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 23:08 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Tax withholdingCommon Stock 11,094 $118.93 $1,319,409.42
Disclosure

SEC source: 0000937098-24-000006 · wk-form4_1704323309.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,046

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 23:08 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Tax withholdingCommon Stock 17,775 $118.93 $2,113,980.75
Disclosure

SEC source: 0000937098-24-000006 · wk-form4_1704323309.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,140

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 22:45 UTC
WELLINGTON SAMANTHAEVP, CLO and SECRETARY
Tax withholdingCommon Stock 3,350 $118.93 $398,415.50
Disclosure

SEC source: 0000937098-24-000002 · wk-form4_1704321928.xml · nonDerivative · entry 2

WELLINGTON SAMANTHA · CIK 0001759942 · EVP, CLO and SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,030

F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 23, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 22:45 UTC
WELLINGTON SAMANTHAEVP, CLO and SECRETARY
Tax withholdingCommon Stock 3,704 $118.93 $440,516.72
Disclosure

SEC source: 0000937098-24-000002 · wk-form4_1704321928.xml · nonDerivative · entry 1

WELLINGTON SAMANTHA · CIK 0001759942 · EVP, CLO and SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,380

F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 15, 2021.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 26, 2023 Filed Dec 28, 2023 23:13 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,786 $0.00 Strike: $10.98 $0.00
Disclosure

SEC source: 0000937098-23-000227 · wk-form4_1703805180.xml · derivative · entry 4

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,783

Underlying: Common Stock · 2,786 shares

Expires 2024-02-11

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 · kind: The exercise reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F6 · derivative.exercise_date: Option is subject to a 4-year vesting schedule, with 25% vesting upon the 12-month anniversary of February 1, 2014, and 1/48th of the total number of shares vesting each month thereafter. The Option is also subject to accelerated vesting upon certain events.

Read SEC document
December 26, 2023 Filed Dec 28, 2023 23:13 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
SaleCommon Stock 2,786 $118.57 $330,344.66
Disclosure

SEC source: 0000937098-23-000227 · wk-form4_1703805180.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 153,915

F3 · kind: The sales reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.14 to $119.02, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 26, 2023 Filed Dec 28, 2023 23:13 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
Exercise / conversionCommon Stock 2,786 $10.98 $30,590.28
Disclosure

SEC source: 0000937098-23-000227 · wk-form4_1703805180.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 156,701

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 · kind: The exercise reported on this Form 4 was effected pursuant to a 10b5-1 trading plan established by the Reporting Person on November 17, 2022 prior to the adoption of final amendments to Rule 10b5-1 on December 14, 2022.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
December 11, 2023 Filed Dec 13, 2023 23:18 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
GiftCommon Stock 11,251 $0.00 $0.00
Disclosure

SEC source: 0000937098-23-000225 · wk-form4_1702509476.xml · nonDerivative · entry 2

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 366,432

F1 · kind: Represents a transfer of shares to a trust, of which the reporting person and his spouse are trustees and beneficiaries of the trust.

F3 · ownership.nature: Shares held directly by the Burton M. Goldfield and Maud Carol Goldfield Trust, u/a/d 12/6/00 (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.

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December 11, 2023 Filed Dec 13, 2023 23:18 UTC
Goldfield Burton M.Director · PRESIDENT, CEO and DIRECTOR
GiftCommon Stock 11,251 $0.00 $0.00
Disclosure

SEC source: 0000937098-23-000225 · wk-form4_1702509476.xml · nonDerivative · entry 1

Goldfield Burton M. · CIK 0001271858 · Director · PRESIDENT, CEO and DIRECTOR

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,915

F1 · kind: Represents a transfer of shares to a trust, of which the reporting person and his spouse are trustees and beneficiaries of the trust.

F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.