Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEGG, INCCHGG · Entity 6853 | PRESIDENT, CHEGG SKILLS | March 12, 2023 | March 15, 2023 |
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.
CHEGG, INC
Report date March 12, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 173,090 |
Ending reported balance
After 2023-03-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-03-12 · Grant · Acquired 24,275 · Balance 182,968 F1: Represents the number of shares of Common Stock subject to performance-based restricted stock units ("PSUs") granted to the Reporting Person in 2022 (the "2022 PSUs") that shall now be subject to time-based vesting following the Compensation Committee's review of the achievement of certain performance measurements on February 8, 2023. The shares subject to the 2022 PSUs allocated to each performance metric shall vest as follows: 1/3 vested on March 12, 2023, and then the remaining 2/3rds shall vest in equal quarterly installments over the next 24 months, subject to the Reporting Person's continued service through each vesting date. Row 2 · 2023-03-12 · Tax withholding · Disposed 7,080 · Balance 175,888 F2: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the restricted stock units ("RSUs") to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Row 3 · 2023-03-12 · Tax withholding · Disposed 2,798 · Balance 173,090 F3: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreements governing the PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock subject to performance-based restricted stock units ("PSUs") granted to the Reporting Person in 2022 (the "2022 PSUs") that shall now be subject to time-based vesting following the Compensation Committee's review of the achievement of certain performance measurements on February 8, 2023. The shares subject to the 2022 PSUs allocated to each performance metric shall vest as follows: 1/3 vested on March 12, 2023, and then the remaining 2/3rds shall vest in equal quarterly installments over the next 24 months, subject to the Reporting Person's continued service through each vesting date.
F2: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the restricted stock units ("RSUs") to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing.
F3: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreements governing the PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing.
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 |
|---|---|---|---|---|---|---|
| June 01, 2020 Filed Jun 4, 2020 01:32 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 1,525 | $62.43 | $95,205.75 |
DisclosureSEC source: 0001364954-20-000139 · wf-form4_159123432054838.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF STRATEGY OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,066 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the 2019 PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the 2019 PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| May 18, 2020 Filed May 19, 2020 01:00 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 49,442 | $64.85 | $3,206,313.70 |
DisclosureSEC source: 0001364954-20-000108 · wf-form4_158985003860650.xml · nonDerivative · entry 2 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF STRATEGY OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,591 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $63.30 to $66.85; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. F3 · balance_after: Includes 677 shares acquired under the Issuer's 2013 Employee Stock Purchase Plan on May 15, 2020. Read SEC document |
| March 10, 2020 Filed May 19, 2020 01:00 UTC | CHEGG, INC CHGG · Entity 6853 | GiftCommon Stock | 27,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-20-000108 · wf-form4_158985003860650.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF STRATEGY OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,356 Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:28 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 23,342 | $40.23 | $939,048.66 |
DisclosureSEC source: 0001364954-20-000064 · wf-form4_158328172114080.xml · nonDerivative · entry 5 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,997 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2019. F6 · price: This transaction was executed in multiple trades at prices ranging from $39.50 to $40.64; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:28 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 44,550 | $39.21 | $1,746,805.50 |
DisclosureSEC source: 0001364954-20-000064 · wf-form4_158328172114080.xml · nonDerivative · entry 4 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,339 F4 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the RSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:28 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 5,198 | $39.21 | $203,813.58 |
DisclosureSEC source: 0001364954-20-000064 · wf-form4_158328172114080.xml · nonDerivative · entry 3 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,889 F3 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the 2019 PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the 2019 PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:28 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 36,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-20-000064 · wf-form4_158328172114080.xml · nonDerivative · entry 2 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,087 F2 · shares: Represents the number of shares of Common Stock subject to PSUs granted to the Reporting Person in 2019 (the "2019 PSUs") that shall now be subject to time-based vesting following the Compensation Committee's determination of the achievement of certain performance measurements on February 24, 2020. The shares subject to the 2019 PSUs allocated to each performance metric shall vest as follows: 1/3 on March 1, 2020, and as to the remaining allocated PSUs, in equal quarterly installments for the next 24 months following March 1, 2020, subject to the Reporting Person's continued service up to and through the applicable vesting dates. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:28 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 30,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-20-000064 · wf-form4_158328172114080.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,172 F1 · shares: Represents an award of restricted stock units ("RSU", and each a "RSU"). Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 23:30 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 14,473 | $37.74 | $546,211.02 |
DisclosureSEC source: 0001364954-20-000053 · wf-form4_158275980225906.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,568 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $37.04 to $38.97; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 22:19 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 14,473 | $44.71 | $647,087.83 |
DisclosureSEC source: 0001364954-19-000207 · wf-form4_156478434705895.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,092 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.36 to $45.01; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 20,143 | $39.45 | $794,641.35 |
DisclosureSEC source: 0001364954-19-000169 · wf-form4_156218902341647.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,565 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $39.14 to $39.81; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 23:39 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 14,596 | $38.33 | $559,464.68 |
DisclosureSEC source: 0001364954-19-000101 · wf-form4_155450755224112.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,708 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $38.145 to $38.54; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 00:19 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 45,530 | $37.73 | $1,717,846.90 |
DisclosureSEC source: 0001364954-19-000095 · wf-form4_155425073527358.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,304 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $37.52 to $38.07; the price reported above reflects the weighted average sale price. The reporting person will provide to the Commission, the issuer and any stockholder, upon request, full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:22 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 33,446 | $41.09 | $1,374,296.14 |
DisclosureSEC source: 0001364954-19-000075 · wf-form4_155303055590117.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,834 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer, in accordance with the agreement governing the PSUs granted to the Reporting Person in 2016 (the "2016 PSUs"), to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the 2016 PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. The are no remaining shares subject to the 2016 PSUs. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:36 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 34,652 | $40.42 | $1,400,633.84 |
DisclosureSEC source: 0001364954-19-000061 · wf-form4_155183259939526.xml · nonDerivative · entry 4 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,280 F4 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the RSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:36 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 8,456 | $40.42 | $341,791.52 |
DisclosureSEC source: 0001364954-19-000061 · wf-form4_155183259939526.xml · nonDerivative · entry 3 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,932 F3 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the 2018 PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the 2018 PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:36 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 51,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-19-000061 · wf-form4_155183259939526.xml · nonDerivative · entry 2 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,388 F2 · shares: Represents the number of shares of Common Stock subject to PSUs granted to the Reporting Person in 2018 (the "2018 PSUs") that shall now be subject to time-based vesting following the Compensation Committee's determination of the achievement of certain performance measurements on February 20, 2019. The shares subject to the 2018 PSUs allocated to each performance metric shall vest as follows: 1/3 on March 1, 2019, 1/3 on March 1, 2020 and the remaining 1/3 on March 1, 2021, subject to the Reporting Person's continued service up to and through the applicable vesting dates. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:36 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 25,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-19-000061 · wf-form4_155183259939526.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,230 F1 · shares: Represents an award of restricted stock units ("RSU", and each a "RSU"). Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. Read SEC document |
| February 23, 2019 Filed Feb 27, 2019 01:29 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 21,054 | $39.13 | $823,843.02 |
DisclosureSEC source: 0001364954-19-000041 · wf-form4_155123097366891.xml · nonDerivative · entry 1 FILLMORE JOHN PAUL · CIK 0001760781 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,349 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the RSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. 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.