Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Groupon, Inc.GRPN · Entity 5174 | CFO | January 20, 2023 | January 25, 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.
Groupon, Inc.
Report date January 20, 2023 · Filed January 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,386 |
Ending reported balance
After 2023-01-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-20 · Exercise / conversion · Acquired 462 · Balance 26,546 Row 2 · 2023-01-20 · Tax withholding · Disposed 160 · Balance 26,386 F1: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-20 · Exercise / conversion · Disposed 462 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3: 462 RSUs reported on this line vested on January 20, 2023, subject to Mr. Schmitz's continued employment with the Company through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities.
F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock.
F3: 462 RSUs reported on this line vested on January 20, 2023, subject to Mr. Schmitz's continued employment with the Company through the vesting date.
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 |
|---|---|---|---|---|---|---|
| January 20, 2023 Filed Jan 25, 2023 01:53 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-23-000003 · wf-form4_167461156896289.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 462 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: 462 RSUs reported on this line vested on January 20, 2023, subject to Mr. Schmitz's continued employment with the Company through the vesting date. F3 · derivative.expiration_date: 462 RSUs reported on this line vested on January 20, 2023, subject to Mr. Schmitz's continued employment with the Company through the vesting date. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 01:53 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 160 | $8.01 | $1,281.60 |
DisclosureSEC source: 0001490281-23-000003 · wf-form4_167461156896289.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,386 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 01:53 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-23-000003 · wf-form4_167461156896289.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,546 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 |
| October 20, 2022 Filed Oct 24, 2022 22:23 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 5,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000130 · wf-form4_166665016525006.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,779 Underlying: Common Stock · 5,889 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The RSUs reported on this line vest in three equal annual installments beginning on October 20, 2022, in each case subject to Mr. Schmitz's continued employment with the Company through each vesting date. F3 · derivative.expiration_date: The RSUs reported on this line vest in three equal annual installments beginning on October 20, 2022, in each case subject to Mr. Schmitz's continued employment with the Company through each vesting date. Read SEC document |
| October 20, 2022 Filed Oct 24, 2022 22:23 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 1,726 | $6.81 | $11,754.06 |
DisclosureSEC source: 0001490281-22-000130 · wf-form4_166665016525006.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,084 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| October 20, 2022 Filed Oct 24, 2022 22:23 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 5,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000130 · wf-form4_166665016525006.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,810 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 |
| August 23, 2022 Filed Aug 25, 2022 23:24 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 1,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000121 · wf-form4_166146983625577.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,297 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The RSUs reported on this line vested on August 23, 2022, subject to Mr. Schmitz's continued employment with the Company through the vesting date. F3 · derivative.expiration_date: The RSUs reported on this line vested on August 23, 2022, subject to Mr. Schmitz's continued employment with the Company through the vesting date. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 23:24 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 381 | $10.35 | $3,943.35 |
DisclosureSEC source: 0001490281-22-000121 · wf-form4_166146983625577.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,921 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 23:24 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 1,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000121 · wf-form4_166146983625577.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,302 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 |
| August 15, 2022 Filed Aug 17, 2022 22:36 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 12,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000117 · wf-form4_166077579089828.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,215 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The RSUs reported on this line vested on August 15, 2022, subject to Mr. Schmitz's continued employment with the Company through the vesting date. F3 · derivative.expiration_date: The RSUs reported on this line vested on August 15, 2022, subject to Mr. Schmitz's continued employment with the Company through the vesting date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:36 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 3,579 | $12.87 | $46,061.73 |
DisclosureSEC source: 0001490281-22-000117 · wf-form4_166077579089828.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,005 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:36 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 12,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000117 · wf-form4_166077579089828.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,584 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 |
| June 01, 2022 Filed Jun 3, 2022 21:25 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantRestricted Stock Units · Derivative | 98,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000066 · wf-form4_165429154015369.xml · derivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,632 Underlying: Common Stock · 98,632 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F2 · derivative.exercise_date: The restricted stock units reported on this line will vest 1/2 on May 20, 2023, 1/3 on May 20, 2024 and 1/6 on May 20, 2025, subject to Mr. Schmitz's continued employment with the Company through each vesting date. F2 · derivative.expiration_date: The restricted stock units reported on this line will vest 1/2 on May 20, 2023, 1/3 on May 20, 2024 and 1/6 on May 20, 2025, subject to Mr. Schmitz's continued employment with the Company through each vesting date. Read SEC document |
| May 20, 2022 Filed May 24, 2022 21:55 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000062 · wf-form4_165342928817291.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Underlying: Common Stock · 1,848 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The RSUs reported on this line vest in two equal annual installments beginning on May 20, 2022, in each case subject to Mr. Schmitz's continued employment with the Company through each vesting date. F3 · derivative.expiration_date: The RSUs reported on this line vest in two equal annual installments beginning on May 20, 2022, in each case subject to Mr. Schmitz's continued employment with the Company through each vesting date. Read SEC document |
| May 20, 2022 Filed May 24, 2022 21:55 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 542 | $12.07 | $6,541.94 |
DisclosureSEC source: 0001490281-22-000062 · wf-form4_165342928817291.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,369 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| May 20, 2022 Filed May 24, 2022 21:55 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000062 · wf-form4_165342928817291.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,911 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 |
| January 20, 2022 Filed Jan 24, 2022 22:47 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000010 · wf-form4_164306440395406.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462 Underlying: Common Stock · 462 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: 462 RSUs reported on this line vested on January 20, 2022 and 462 RSUs will vest on January 20, 2023, in each case subject to Mr. Schmitz's continued employment with the Company through each vesting date. F3 · derivative.expiration_date: 462 RSUs reported on this line vested on January 20, 2022 and 462 RSUs will vest on January 20, 2023, in each case subject to Mr. Schmitz's continued employment with the Company through each vesting date. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 22:47 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 160 | $22.10 | $3,536.00 |
DisclosureSEC source: 0001490281-22-000010 · wf-form4_164306440395406.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,063 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 22:47 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000010 · wf-form4_164306440395406.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,223 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 |
| January 02, 2022 Filed Jan 5, 2022 02:17 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionPerformance Share Units · Derivative | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000008 · wf-form4_164134902776036.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 206 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. F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Common Stock. F4 · derivative.expiration_date: The performance share units reported on this line were granted on April 17, 2019 and credited following certification of performance metrics applicable to the performance period ended December 31, 2019. 206 shares vested on January 2, 2022 Read SEC document |
| January 02, 2022 Filed Jan 5, 2022 02:17 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000008 · wf-form4_164134902776036.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,761 F2 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of performance share units. This is not an open market sale of securities. Read SEC document |
| January 02, 2022 Filed Jan 5, 2022 02:17 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-22-000008 · wf-form4_164134902776036.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,833 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares of common stock represent the settlement of performance share units previously awarded under the Groupon, Inc. 2011 Incentive Plan and are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). These performance share units were credited following the certification of performance metrics applicable to the performance period ended December 31, 2019. Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 22:38 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantRestricted Stock Units · Derivative | 12,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-21-000132 · wf-form4_163839827684751.xml · derivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,215 Underlying: Common Stock · 12,215 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F2 · derivative.exercise_date: The RSUs reported on this line vest on August 15, 2022, subject to Mr. Schmitz's continued employment with the Company through the vesting date. F2 · derivative.expiration_date: The RSUs reported on this line vest on August 15, 2022, subject to Mr. Schmitz's continued employment with the Company through the vesting date. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 02:57 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionRestricted Stock Units · Derivative | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-21-000134 · wf-form4_163850023695940.xml · derivative · entry 3 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 858 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The RSUs reported on this line vest on November 30, 2021, subject to Mr. Schmitz's continued employment with the Company through the vesting date. F3 · derivative.expiration_date: The RSUs reported on this line vest on November 30, 2021, subject to Mr. Schmitz's continued employment with the Company through the vesting date. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 02:57 UTC | Groupon, Inc. GRPN · Entity 5174 | Tax withholdingCommon Stock | 252 | $20.66 | $5,206.32 |
DisclosureSEC source: 0001490281-21-000134 · wf-form4_163850023695940.xml · nonDerivative · entry 2 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,627 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 02:57 UTC | Groupon, Inc. GRPN · Entity 5174 | Exercise / conversionCommon Stock | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-21-000134 · wf-form4_163850023695940.xml · nonDerivative · entry 1 Schmitz Damien · CIK 0001891808 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,879 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.