Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GEO GROUP INCGEO · Entity 4055 | Director · Chief Executive Officer | March 01, 2023 | March 03, 2023 |
| MAGICJACK VOCALTEC LTDCALL · Entity 162395 | Chief Financial Officer | January 18, 2017 | January 20, 2017 |
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.
GEO GROUP INC
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted StockSEC Table I · non-derivative | Direct | 418,753 |
Reported balance
After 2023-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 110,722 · Balance 418,753 F1: Vesting of this grant of restricted stock of GEO is contingent upon the achievement by GEO of certain performance-based metrics during the period from January 1, 2023 to December 31, 2025 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2026 to the extent the performance goals are achieved. Of the grant of restricted stock, 50% is subject to vesting based on GEO's total shareholder return over a three-year period and 50% is subject to vesting based on certain return on capital employed performance goals being met. F2: The amount of shares has been adjusted to reflect the March 1, 2023 vesting of 4,753 shares of restricted stock. |
| Common StockSEC Table I · non-derivative | Direct | 7,950 |
Reported balance
After 2023-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-03-01 · Tax withholding · Disposed 1,872 · Balance 7,950 F3: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. F2: The amount of shares has been adjusted to reflect the March 1, 2023 vesting of 4,753 shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of this grant of restricted stock of GEO is contingent upon the achievement by GEO of certain performance-based metrics during the period from January 1, 2023 to December 31, 2025 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2026 to the extent the performance goals are achieved. Of the grant of restricted stock, 50% is subject to vesting based on GEO's total shareholder return over a three-year period and 50% is subject to vesting based on certain return on capital employed performance goals being met.
F2: The amount of shares has been adjusted to reflect the March 1, 2023 vesting of 4,753 shares of restricted stock.
F3: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock.
MAGICJACK VOCALTEC LTD
Report date January 18, 2017 · Filed January 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 243,562 |
Reported balance
After 2017-01-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-01-18 · Tax withholding · Disposed 18,365 · Balance 243,562 F1: These shares were surrendered by the reporting person in order to satisfy the reporting person's tax withholding obligation upon the vesting and issuance of restricted stock. F2: The number of shares to be withheld was determined on January 18, 2017 using the closing price on December 30, 2016, the business day immediately preceding the vesting date of December 31, 2016. F3: This amount includes 80,041 shares of restricted stock that have vested as of the filing date, net of the shares surrendered for tax withholding purposes. This amount also includes 34,904 shares of restricted stock that are subject to vesting if the stock achieves a market value equal to or greater than $16.29 per share over a five-day average. This amount also includes 128,617 shares of restricted stock that vest in equal annual increments on December 31, 2017 and December 31, 2018. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $9.33 · Expires 2020-12-01 | Direct | 499,307 |
Reported balance
Holding disclosure · report date 2017-01-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 499,307 F4: Options vest and become exercisable in one-third annual cumulative increments beginning December 31, 2016. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $17.63 · Expires 2018-07-02 | Direct | 296,031 |
Reported balance
Holding disclosure · report date 2017-01-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 296,031 F5: Options have vested and are currently exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were surrendered by the reporting person in order to satisfy the reporting person's tax withholding obligation upon the vesting and issuance of restricted stock.
F2: The number of shares to be withheld was determined on January 18, 2017 using the closing price on December 30, 2016, the business day immediately preceding the vesting date of December 31, 2016.
F3: This amount includes 80,041 shares of restricted stock that have vested as of the filing date, net of the shares surrendered for tax withholding purposes. This amount also includes 34,904 shares of restricted stock that are subject to vesting if the stock achieves a market value equal to or greater than $16.29 per share over a five-day average. This amount also includes 128,617 shares of restricted stock that vest in equal annual increments on December 31, 2017 and December 31, 2018.
F4: Options vest and become exercisable in one-third annual cumulative increments beginning December 31, 2016.
F5: Options have vested and are currently exercisable.
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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 3, 2023 23:33 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 1,872 | $9.07 | $16,979.04 |
DisclosureSEC source: 0001209191-23-015960 · doc4.xml · nonDerivative · entry 2 Gordo Jose · CIK 0001579222 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,950 F3 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2023 vesting of 4,753 shares of restricted stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:33 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 110,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015960 · doc4.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,753 F1 · shares: Vesting of this grant of restricted stock of GEO is contingent upon the achievement by GEO of certain performance-based metrics during the period from January 1, 2023 to December 31, 2025 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2026 to the extent the performance goals are achieved. Of the grant of restricted stock, 50% is subject to vesting based on GEO's total shareholder return over a three-year period and 50% is subject to vesting based on certain return on capital employed performance goals being met. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2023 vesting of 4,753 shares of restricted stock. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:39 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 1,159 | $5.76 | $6,675.84 |
DisclosureSEC source: 0001209191-22-015920 · doc4.xml · nonDerivative · entry 2 Gordo Jose · CIK 0001579222 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,069 F3 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2022 vesting of 4,753 shares of restricted stock. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:39 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015920 · doc4.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,784 F1 · shares: Vesting of this grant of restricted stock of GEO is contingent upon the achievement by GEO of certain performance-based metrics during the period from January 1, 2022 to December 31, 2024 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2025 to the extent the performance goals are achieved. Of the grant of restricted stock, 50% is subject to vesting based on GEO's total shareholder return over a three-year period and 50% is subject to vesting based on certain return on capital employed performance goals being met. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2022 vesting of 4,753 shares of restricted stock. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 20:18 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047594 · doc4.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,537 F1 · shares: Vesting of this grant of restricted stock of GEO is contingent upon the achievement by GEO of certain performance-based metrics during the period from January 1, 2021 to December 31, 2023 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2024 to the extent the performance goals are achieved. Of the grant of restricted stock, 50% is subject to vesting based on GEO's total shareholder return over a three-year period and 50% is subject to vesting based on certain return on capital employed performance goals being met. Read SEC document |
| March 18, 2021 Filed Mar 22, 2021 20:41 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 3,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022377 · doc4.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,537 F1 · shares: This grant of restricted stock of The GEO Group, Inc. is a supplemental grant to the restricted stock previously granted on March 1, 2021 in order for the restricted stock granted on March 1, 2021 and March 18, 2021 to have an aggregate value of $100,000 (calculated as the sum of each grant's value on their respective grant date), which is equivalent to GEO's Board equity retainer payable to non-employee directors. This grant of restricted stock vests in equal annual increments of 25% on each of the four anniversary dates immediately following March 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:47 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 438 | $7.52 | $3,293.76 |
DisclosureSEC source: 0001209191-21-016917 · doc4.xml · nonDerivative · entry 2 Gordo Jose · CIK 0001579222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037 F3 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2021 vesting of 1,475 shares of restricted stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:47 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016917 · doc4.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,425 F1 · shares: This grant of restricted stock of The GEO Group, Inc. vests in equal annual increments of 25% on each of the four anniversary dates immediately following the grant date. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2021 vesting of 1,475 shares of restricted stock. Read SEC document |
| March 01, 2021 Filed Apr 5, 2021 20:40 UTC Amendment | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025170 · doc4a.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,425 F1 · shares: This grant of restricted stock of The GEO Group, Inc. vests in equal increments of 25% on each of the four anniversary dates immediately following the grant date. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2021 vesting of 1,475 share of restricted stock. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:10 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015398 · doc4.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,900 F1 · shares: This grant of restricted stock of The GEO Group, Inc. vests in equal annual increments of 25% on each of the four anniversary dates immediately following the grant date. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 17:57 UTC | MAGICJACK VOCALTEC LTD CALL · Entity 162395 | Tax withholdingCommon Stock | 18,365 | $6.85 | $125,800.25 |
DisclosureSEC source: 0001178913-17-000134 · zk1719403.xml · nonDerivative · entry 1 Gordo Jose · CIK 0001579222 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,562 F1 · shares: These shares were surrendered by the reporting person in order to satisfy the reporting person's tax withholding obligation upon the vesting and issuance of restricted stock. F2 · price: The number of shares to be withheld was determined on January 18, 2017 using the closing price on December 30, 2016, the business day immediately preceding the vesting date of December 31, 2016. F3 · balance_after: This amount includes 80,041 shares of restricted stock that have vested as of the filing date, net of the shares surrendered for tax withholding purposes. This amount also includes 34,904 shares of restricted stock that are subject to vesting if the stock achieves a market value equal to or greater than $16.29 per share over a five-day average. This amount also includes 128,617 shares of restricted stock that vest in equal annual increments on December 31, 2017 and December 31, 2018. 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.