Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEGG, INCCHGG · Entity 6853 | CHIEF MARKETING OFFICER | 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 | 182,817 |
Ending reported balance
After 2023-03-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-03-12 · Grant · Acquired 19,420 · Balance 190,720 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 5,664 · Balance 185,056 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 2,239 · Balance 182,817 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 |
|---|---|---|---|---|---|---|
| February 01, 2018 Filed Feb 2, 2018 23:56 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 40,000 | $17.16 | $686,200.00 |
DisclosureSEC source: 0001364954-18-000019 · wf-form4_151761575799706.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,120 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 November 2, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $16.87 to $17.30; 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 |
| January 12, 2018 Filed Jan 12, 2018 23:56 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 9,400 | $17.00 | $159,800.00 |
DisclosureSEC source: 0001364954-18-000012 · wf-form4_151580138526522.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,120 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 November 2, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $17.00 to $17.01; 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 |
| January 03, 2018 Filed Jan 4, 2018 02:15 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 600 | $17.00 | $10,200.00 |
DisclosureSEC source: 0001364954-18-000006 · wf-form4_151503208448828.xml · nonDerivative · entry 2 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,520 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 November 2, 2017. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:15 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 30,000 | $16.43 | $492,780.00 |
DisclosureSEC source: 0001364954-18-000006 · wf-form4_151503208448828.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,120 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 November 2, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $16.2828 to $16.525; 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 |
| December 20, 2017 Filed Dec 20, 2017 22:39 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 3,300 | $16.51 | $54,473.10 |
DisclosureSEC source: 0001364954-17-000209 · wf-form4_151380953734823.xml · nonDerivative · entry 3 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,120 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 November 2, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $16.50 to $16.54; 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 |
| December 19, 2017 Filed Dec 20, 2017 22:39 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 6,700 | $16.51 | $110,617.00 |
DisclosureSEC source: 0001364954-17-000209 · wf-form4_151380953734823.xml · nonDerivative · entry 2 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,420 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 November 2, 2017. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 22:39 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 10,000 | $16.19 | $161,900.00 |
DisclosureSEC source: 0001364954-17-000209 · wf-form4_151380953734823.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,120 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 November 2, 2017. Read SEC document |
| December 06, 2017 Filed Dec 7, 2017 00:44 UTC | CHEGG, INC CHGG · Entity 6853 | SaleCommon Stock | 10,000 | $14.36 | $143,620.00 |
DisclosureSEC source: 0001364954-17-000202 · wf-form4_151260742543616.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,120 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 November 2, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $14.15 to $14.51; 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 3,180 shares acquired under the Issuer's 2013 Employee Stock Purchase Plan on May 15, 2017. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:32 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 87,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000082 · wf-form4_148849751483808.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,940 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 27, 2017 Filed Mar 2, 2017 00:07 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 102,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000065 · wf-form4_148841321895089.xml · nonDerivative · entry 3 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,624 F3 · shares: Represents the number of shares of Common Stock subject to PSUs granted to the Reporting Person in 2016 (the "2016 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 27, 2017. The shares subject to the 2016 PSUs allocated to each performance metric shall vest as follows: 50% of on March 15, 2018 and 50% on March 15, 2019, subject to the Reporting Person's continued service up to and through the applicable vesting dates. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:07 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 22,591 | $8.16 | $184,342.56 |
DisclosureSEC source: 0001364954-17-000065 · wf-form4_148841321895089.xml · nonDerivative · entry 2 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,820 F2 · 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 2015 PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the 2015 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 |
| February 27, 2017 Filed Mar 2, 2017 00:07 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 49,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000065 · wf-form4_148841321895089.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,411 F1 · shares: Represents the number of shares of the Issuer's Common Stock (the "Common Stock") subject to performance-based restricted stock units ("PSUs") granted to the Reporting Person in 2015 (the "2015 PSUs") that were certified to be awarded by the Compensation Committee of the Issuer's Board of Directors (the "Compensation Committee") and vested in full on February 27, 2017. The reported shares of Common Stock subject to the 2015 PSUs represent the remaining shares subject to the 2015 PSUs and there are no remaining shares to be awarded subject to the 2015 PSUs. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 22:56 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 19,502 | $8.20 | $159,916.40 |
DisclosureSEC source: 0001364954-17-000050 · wf-form4_148832254701846.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,116 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 |
| February 01, 2017 Filed Feb 3, 2017 01:10 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 22,109 | $7.02 | $155,205.18 |
DisclosureSEC source: 0001364954-17-000018 · wf-form4_148608424644926.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,618 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 |
| November 12, 2016 Filed Nov 16, 2016 00:16 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 23 | $8.05 | $185.15 |
DisclosureSEC source: 0001364954-16-000466 · wf-form4_147925540006986.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,727 F1 · kind: 1.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 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 |
| October 12, 2016 Filed Oct 14, 2016 00:13 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 23 | $6.89 | $158.47 |
DisclosureSEC source: 0001364954-16-000449 · wf-form4_147640400594146.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,750 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 relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 22:40 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 23 | $6.97 | $160.31 |
DisclosureSEC source: 0001364954-16-000425 · wf-form4_147380644386524.xml · nonDerivative · entry 1 Lem Esther · CIK 0001587559 · CHIEF MARKETING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,773 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 relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes. 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.