person · Reporting owner
Iverson Gregory James
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOLLO EDUCATION GROUP INCAPOL · Entity 179251 | SVP, CFO, CAO & Treasurer | February 01, 2017 | February 02, 2017 |
| BRC Inc.BRCC · Entity 6663 | Chief Financial Officer | May 02, 2023 | May 04, 2023 |
| NEIGHBORHOOD INTELLIGENCE, INC.OSTK · Entity 5765 | Chief Financial Officer | May 08, 2019 | May 09, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
APOLLO EDUCATION GROUP INC
Report date February 01, 2017 · Filed February 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-02-01 transaction · row 1
1 source rowRow 1 · 2017-02-01 · Disposition to issuer · Disposed 178,794 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.47 · Expires 2017-07-05 | Direct | 0 |
Reported balance
After 2017-02-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-01 · Disposition to issuer · Disposed 3,144 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.06 · Expires 2019-08-12 | Direct | 0 |
Reported balance
After 2017-02-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-02-01 · Disposition to issuer · Disposed 5,812 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.74 · Expires 2020-08-11 | Direct | 0 |
Reported balance
After 2017-02-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-02-01 · Disposition to issuer · Disposed 5,552 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.41 · Expires 2021-08-11 | Direct | 0 |
Reported balance
After 2017-02-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-02-01 · Disposition to issuer · Disposed 11,456 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration.
BRC Inc.
Report date May 02, 2023 · Filed May 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 91,728 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Tax withholding · Disposed 2,009 · Balance 91,728 F1: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units.
NEIGHBORHOOD INTELLIGENCE, INC.
Report date May 08, 2019 · Filed May 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,757 |
Ending reported balance
After 2019-05-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-08 · Exercise / conversion · Acquired 6,666 · Balance 6,666 Row 2 · 2019-05-08 · Tax withholding · Disposed 1,909 · Balance 4,757 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,334 |
Reported balance
After 2019-05-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-08 · Exercise / conversion · Disposed 6,666 · Balance 33,334 F1: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 02, 2023 Filed May 4, 2023 18:40 UTC | BRC Inc. BRCC · Entity 6663 | Tax withholdingClass A Common Stock | 2,009 | $5.07 | $10,185.63 |
DisclosureSEC source: 0001062993-23-010264 · form4.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,728 F1 · shares: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| April 21, 2023 Filed Apr 25, 2023 17:35 UTC | BRC Inc. BRCC · Entity 6663 | GrantStock Option (right to buy) · Derivative | 188,749 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001140361-23-020300 · form4.xml · derivative · entry 2 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,749 Underlying: Class A Common Stock · 188,749 shares Expires 2030-04-21 F2 · derivative.exercise_date: The option vests in equal installments for a period of three years from the grant date. Read SEC document |
| April 21, 2023 Filed Apr 25, 2023 17:35 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 76,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-020300 · form4.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,737 F1 · security: Represents awards in the form of 76,237 restricted stock units ("RSUs") under the Omnibus Incentive Plan of BRC Inc. (the "Issuer"), of which 34,653 vest ratably one third on each anniversary of the grant date and 41,584 vest in full on the first anniversary of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will deliver to the Reporting Person following vesting. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 17:30 UTC | BRC Inc. BRCC · Entity 6663 | SaleClass A Common Stock | 50,000 | $8.03 | $401,460.00 |
DisclosureSEC source: 0001104659-23-023370 · tm237205-1_4seq1.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,417,535 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $8.00 to $8.08, inclusive, and the Reporting Person undertakes to provide to the Issuer, the Staff of the Securities and Exchange Commission or any shareholder of the Issuer, upon request, full information regarding shares sold at each price within such range. Read SEC document |
| February 15, 2023 Filed Apr 25, 2023 17:31 UTC Amendment | BRC Inc. BRCC · Entity 6663 | ConversionCommon Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-020297 · form4.xml · derivative · entry 4 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,417,535 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed 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. F5 · derivative.exercise_price: The reported securities are Common Units of Authentic Brands LLC. These Common Units may be exchanged by the holder (upon forfeiture of an equivalent number of shares of Class B Common Stock of the Issuer) for an equivalent number of shares of Class A Common Stock of the Issuer (or the cash value thereof, at the election of the Issuer). F2 · kind: Represents the exchange of 50,000 common units of Authentic Brands LLC for an equivalent number of shares of Class A Common Stock of the Issuer and the forfeiture of an equivalent number of shares of Class B Common Stock of the Issuer. F5 · derivative.expiration_date: The reported securities are Common Units of Authentic Brands LLC. These Common Units may be exchanged by the holder (upon forfeiture of an equivalent number of shares of Class B Common Stock of the Issuer) for an equivalent number of shares of Class A Common Stock of the Issuer (or the cash value thereof, at the election of the Issuer). Read SEC document |
| February 15, 2023 Filed Apr 25, 2023 17:31 UTC Amendment | BRC Inc. BRCC · Entity 6663 | SaleClass A Common Stock | 50,000 | $8.03 | $401,500.00 |
DisclosureSEC source: 0001140361-23-020297 · form4.xml · nonDerivative · entry 3 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $8.00 to $8.08, inclusive, and the Reporting Person undertakes to provide to the Issuer, the Staff of the Securities and Exchange Commission or any shareholder of the Issuer, upon request, full information regarding shares sold at each price within such range. Read SEC document |
| February 15, 2023 Filed Apr 25, 2023 17:31 UTC Amendment | BRC Inc. BRCC · Entity 6663 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-020297 · form4.xml · nonDerivative · entry 2 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,500 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. F2 · kind: Represents the exchange of 50,000 common units of Authentic Brands LLC for an equivalent number of shares of Class A Common Stock of the Issuer and the forfeiture of an equivalent number of shares of Class B Common Stock of the Issuer. Read SEC document |
| February 15, 2023 Filed Apr 25, 2023 17:31 UTC Amendment | BRC Inc. BRCC · Entity 6663 | OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-020297 · form4.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,417,535 F1 · security: The reported securities provide no economic rights in the Issuer to the holder thereof but each share of Class B Common Stock entitles the holder to one vote as a common stockholder of the Issuer. F2 · kind: Represents the exchange of 50,000 common units of Authentic Brands LLC for an equivalent number of shares of Class A Common Stock of the Issuer and the forfeiture of an equivalent number of shares of Class B Common Stock of the Issuer. Read SEC document |
| May 06, 2022 Filed May 10, 2022 21:09 UTC | BRC Inc. BRCC · Entity 6663 | OtherCommon Units · Derivative | 7,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-058435 · tm2215077d4_4seq1.xml · derivative · entry 2 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467,535 Underlying: Class A Common Stock · 7,432 shares Expires not disclosed F3 · derivative.exercise_price: The reported securities are common units of Authentic Brands LLC. Beginning on the earlier of August 9, 2022 or such earlier expiration of the lock-up period set forth in an agreement between the Issuer and the Reporting Person, these Common Units may be exchanged by the holder (upon forfeiture of an equivalent number of Class B Shares) for an equivalent number of shares of Class A Common Stock of the Issuer (or the cash value thereof, at the election of the Issuer). F2 · kind: The securities were issued following the satisfaction of certain conditions set forth in the Business Combination Agreement, dated as of November 2, 2021, as amended by the First Amendment to Business Combination Agreement, dated as of January 4, 2022, each by and among the Issuer, SilverBox Engaged Merger Corp I, Authentic Brands LLC ("Authentic Brands") and certain other parties thereto. F2 · price: The securities were issued following the satisfaction of certain conditions set forth in the Business Combination Agreement, dated as of November 2, 2021, as amended by the First Amendment to Business Combination Agreement, dated as of January 4, 2022, each by and among the Issuer, SilverBox Engaged Merger Corp I, Authentic Brands LLC ("Authentic Brands") and certain other parties thereto. F3 · derivative.exercise_date: The reported securities are common units of Authentic Brands LLC. Beginning on the earlier of August 9, 2022 or such earlier expiration of the lock-up period set forth in an agreement between the Issuer and the Reporting Person, these Common Units may be exchanged by the holder (upon forfeiture of an equivalent number of Class B Shares) for an equivalent number of shares of Class A Common Stock of the Issuer (or the cash value thereof, at the election of the Issuer). F3 · derivative.expiration_date: The reported securities are common units of Authentic Brands LLC. Beginning on the earlier of August 9, 2022 or such earlier expiration of the lock-up period set forth in an agreement between the Issuer and the Reporting Person, these Common Units may be exchanged by the holder (upon forfeiture of an equivalent number of Class B Shares) for an equivalent number of shares of Class A Common Stock of the Issuer (or the cash value thereof, at the election of the Issuer). Read SEC document |
| May 06, 2022 Filed May 10, 2022 21:09 UTC | BRC Inc. BRCC · Entity 6663 | OtherClass B Common Stock | 7,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-058435 · tm2215077d4_4seq1.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467,535 F1 · security: The reported securities provide no economic rights in BRC Inc. (the "Issuer") to the holder thereof but each share of Class B Common Stock ("Class B Share") entitles the holder to one vote as a common stockholder of the Issuer. F2 · kind: The securities were issued following the satisfaction of certain conditions set forth in the Business Combination Agreement, dated as of November 2, 2021, as amended by the First Amendment to Business Combination Agreement, dated as of January 4, 2022, each by and among the Issuer, SilverBox Engaged Merger Corp I, Authentic Brands LLC ("Authentic Brands") and certain other parties thereto. F2 · price: The securities were issued following the satisfaction of certain conditions set forth in the Business Combination Agreement, dated as of November 2, 2021, as amended by the First Amendment to Business Combination Agreement, dated as of January 4, 2022, each by and among the Issuer, SilverBox Engaged Merger Corp I, Authentic Brands LLC ("Authentic Brands") and certain other parties thereto. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:02 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-056006 · tm2214529-2_4seq1.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 F1 · security: Represents awards of restricted stock units ("RSUs") under the 2022 Omnibus Incentive Plan of BRC Inc. (the "Issuer"), in the form of 17,500 restricted stock units that vest ratably one third on each anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 18:00 UTC | BRC Inc. BRCC · Entity 6663 | GrantStock Option (right to buy) · Derivative | 123,529 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001104659-22-020726 · tm225824-14_4seq1.xml · derivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,529 Underlying: Class A Common Stock · 123,529 shares Expires 2029-02-09 F1 · derivative.exercise_date: The option vests at in equal installments each year over a period of three years from the grant date. Read SEC document |
| May 08, 2019 Filed May 9, 2019 12:44 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Units · Derivative | 6,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005748 · edgar.xml · derivative · entry 3 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,334 Underlying: Common Stock · 6,666 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| May 08, 2019 Filed May 9, 2019 12:44 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 1,909 | $12.07 | $23,041.63 |
DisclosureSEC source: 0001179110-19-005748 · edgar.xml · nonDerivative · entry 2 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,757 Read SEC document |
| May 08, 2019 Filed May 9, 2019 12:44 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 6,666 | $0.00 | $0.67 |
DisclosureSEC source: 0001179110-19-005748 · edgar.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666 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. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 15:53 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001944 · edgar.xml · derivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 13, 2020, February 13, 2021, and February 13, 2022. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 13, 2020, February 13, 2021, and February 13, 2022. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 13, 2020, February 13, 2021, and February 13, 2022. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| May 08, 2018 Filed May 10, 2018 18:53 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006520 · edgar.xml · derivative · entry 1 Iverson Gregory James · CIK 0001456658 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:44 UTC | APOLLO EDUCATION GROUP INC APOL · Entity 179251 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 11,456 | Not disclosed Strike: $12.41 | Not disclosed |
DisclosureSEC source: 0000929887-17-000033 · wf-form4_148607185360291.xml · derivative · entry 5 Iverson Gregory James · CIK 0001456658 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,456 shares Expires 2021-08-11 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.expiration_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:44 UTC | APOLLO EDUCATION GROUP INC APOL · Entity 179251 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 5,552 | Not disclosed Strike: $26.74 | Not disclosed |
DisclosureSEC source: 0000929887-17-000033 · wf-form4_148607185360291.xml · derivative · entry 4 Iverson Gregory James · CIK 0001456658 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,552 shares Expires 2020-08-11 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.expiration_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:44 UTC | APOLLO EDUCATION GROUP INC APOL · Entity 179251 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 5,812 | Not disclosed Strike: $20.06 | Not disclosed |
DisclosureSEC source: 0000929887-17-000033 · wf-form4_148607185360291.xml · derivative · entry 3 Iverson Gregory James · CIK 0001456658 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,812 shares Expires 2019-08-12 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.expiration_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:44 UTC | APOLLO EDUCATION GROUP INC APOL · Entity 179251 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 3,144 | Not disclosed Strike: $47.47 | Not disclosed |
DisclosureSEC source: 0000929887-17-000033 · wf-form4_148607185360291.xml · derivative · entry 2 Iverson Gregory James · CIK 0001456658 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,144 shares Expires 2017-07-05 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · derivative.expiration_date: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:44 UTC | APOLLO EDUCATION GROUP INC APOL · Entity 179251 | Disposition to issuerClass A Common Stock | 178,794 | $10.00 | $1,787,940.00 |
DisclosureSEC source: 0000929887-17-000033 · wf-form4_148607185360291.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. F1 · acquired: Pursuant to the Agreement and Plan of Merger, dated as of February 7, 2016, as amended, among Apollo Education Group, Inc., AP VIII Queso Holdings, L.P., and Socrates Merger Sub, Inc., outstanding shares of the Issuer's Class A common stock were converted into a right to receive a cash payment of $10.00 per share (the "Merger Consideration"). Upon consummation of the merger and in accordance with their terms, (i) restricted stock units automatically vested and were converted into the right to receive the Merger Consideration, without interest and less any required withholding taxes, and (ii) stock options automatically vested and were cancelled for no consideration or payment because their exercise prices exceeded the Merger Consideration. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 16:36 UTC | APOLLO EDUCATION GROUP INC APOL · Entity 179251 | Tax withholdingClass A Common Stock | 12,655 | $8.46 | $107,061.30 |
DisclosureSEC source: 0000929887-16-000215 · wf-form4_147682292936816.xml · nonDerivative · entry 1 Iverson Gregory James · CIK 0001456658 · SVP, CFO, CAO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,794 F1 · kind: Represents shares of the Issuer's Class A common stock withheld to satisfy the Issuer's tax withholding obligation upon the vesting of restricted stock units ("RSUs") and the issuance of the underlying shares of the Issuer's Class A common stock. F2 · balance_after: Includes (i) 95,952 shares of the Issuer's Class A common stock subject to RSUs granted October 30, 2015, (ii) 21,033 shares of the Issuer's Class A common stock subject to RSUs granted August 12, 2015, (iii) 8,004 shares of the Issuer's Class A common stock subject to RSUs granted August 12, 2014, and (iv) 5,235 shares of the Issuer's Class A common stock subject to RSUs granted August 13, 2013. The 95,952 shares listed in (i) above and the 21,033 shares listed in (ii) above will be issued when those units vest in a series of three successive equal installments upon the Reporting Person's continuation in service with the Issuer through each of the August 12, 2017, August 12, 2018 and August 12, 2019 vesting dates. (footnote continued below) F3 · balance_after: (continued from footnote 2 above) The 8,004 shares listed in (iii) above will be issued when those units vest in a series of two successive equal installments upon the Reporting Person's continuation in service with the Issuer through each of the August 12, 2017 and August 12, 2018 vesting dates. The 5,235 shares listed in (iv) above will be issued when those units vest upon the Reporting Person's continuation in service with the Issuer through the August 13, 2017 vesting date. All of the RSUs are subject to accelerated vesting upon certain changes in ownership or control of the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.