Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CAPELLA EDUCATION CO
Report date August 01, 2018 · Filed August 03, 2018
Section 16 reporting ended · disclosed 2018-08-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-08-01 transaction · row 1
1 source rowRow 1 · 2018-08-01 · Disposition to issuer · Disposed 10,914 · Balance 0 F1: Each share of common stock of Capella Education Company ("Capella") reported as disposed of herein was cancelled and converted into the right to receive 0.875 shares of Strategic Education, Inc. (the "Exchange Ratio") at the effective time of the merger pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2017, by and among Strayer Education, Inc. (which was renamed "Strategic Education, Inc." on August 1, 2018), Capella and Sarg Sub Inc. ("Merger Sub"), whereby the parties thereto effected the merger of Capella into Merger Sub to become a wholly owned subsidiary of Strayer Education, Inc. (the "Merger"). No additional consideration was received in connection with the disposition of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of common stock of Capella Education Company ("Capella") reported as disposed of herein was cancelled and converted into the right to receive 0.875 shares of Strategic Education, Inc. (the "Exchange Ratio") at the effective time of the merger pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2017, by and among Strayer Education, Inc. (which was renamed "Strategic Education, Inc." on August 1, 2018), Capella and Sarg Sub Inc. ("Merger Sub"), whereby the parties thereto effected the merger of Capella into Merger Sub to become a wholly owned subsidiary of Strayer Education, Inc. (the "Merger"). No additional consideration was received in connection with the disposition of such securities.
loanDepot, Inc.
Report date May 02, 2022 · Filed May 04, 2022
Section 16 reporting ended · disclosed 2022-05-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,971 |
Reported balance
After 2022-05-02 transaction · row 1
1 source rowRow 1 · 2022-05-02 · Exercise / conversion · Acquired 5,726 · Balance 18,971 F1: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-02 · Exercise / conversion · Disposed 5,726 · Balance 0 F1: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person.
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, 2022 Filed May 4, 2022 17:18 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 5,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-22-000113 · wf-form4_165169891897400.xml · derivative · entry 2 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,726 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: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. F1 · date: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. F1 · derivative.exercise_date: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. F1 · derivative.expiration_date: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. Read SEC document |
| May 02, 2022 Filed May 4, 2022 17:18 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 5,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-22-000113 · wf-form4_165169891897400.xml · nonDerivative · entry 1 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,971 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 · date: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. F1 · price: Upon the resignation of the Reporting Person as a Director of the Issuer, the Issuer accelerated the vesting of the remaining unvested RSUs under the Agreement and settled the RSUs that vested on 3/31/2022 but remained unsettled due to vesting during the Issuer's trading blackout period, delivering 5,726 Class A Common Stock to the Reporting Person. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 09:09 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-22-000034 · wf-form4_164424293557715.xml · derivative · entry 2 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,726 Underlying: Class A Common Stock · 2,863 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: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. F2 · date: In accordance with the terms of the Agreement, RSUs vested on 12/31/21 were settled on 2/3/22 when the Issuer's trading blackout period ended and trading was permitted to commence. F1 · derivative.exercise_date: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. F1 · derivative.expiration_date: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 09:09 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 2,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-22-000034 · wf-form4_164424293557715.xml · nonDerivative · entry 1 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,245 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 · date: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. F2 · date: In accordance with the terms of the Agreement, RSUs vested on 12/31/21 were settled on 2/3/22 when the Issuer's trading blackout period ended and trading was permitted to commence. F1 · price: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 13:16 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 2,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-21-000135 · wf-form4_163613257351453.xml · derivative · entry 2 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,589 Underlying: Class A Common Stock · 2,862 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: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. F2 · date: In accordance with the terms of the Agreement, RSUs vested on 9/30/21 were settled on 11/3/21 when the Issuer's trading blackout period ended and trading was permitted to commence. F1 · derivative.exercise_date: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. F1 · derivative.expiration_date: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 13:16 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 2,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-21-000135 · wf-form4_163613257351453.xml · nonDerivative · entry 1 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,382 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 · date: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. F2 · date: In accordance with the terms of the Agreement, RSUs vested on 9/30/21 were settled on 11/3/21 when the Issuer's trading blackout period ended and trading was permitted to commence. F1 · price: As per the Restricted Stock Unit Award Agreement dated 8/6/21 ("Agreement"), restricted stock units ("RSUs") vest in a first installment of 2,862 on 9/30/21 and then 3 installments of 2,863 each on 12/31/21, 3/31/22, and 6/8/22. Within 30 days following vesting of RSUs (provided such date does not fall during a Blackout Period), Issuer shall deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested on the vesting date or, at the discretion of the Compensation Committee, its cash equivalent. Read SEC document |
| August 06, 2021 Filed Aug 9, 2021 09:01 UTC | loanDepot, Inc. LDI · Entity 723 | PurchaseClass A Common Stock | 7,520 | $9.43 | $70,943.68 |
DisclosureSEC source: 0001831631-21-000078 · wf-form4_162851408426212.xml · nonDerivative · entry 1 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,520 Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 16:06 UTC | loanDepot, Inc. LDI · Entity 723 | GrantClass A Common Stock · Derivative | 11,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-21-000090 · wf-form4_162862595556582.xml · derivative · entry 2 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,451 Underlying: Class A Common Stock · 11,451 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") are scheduled to vest as follows, 2,862 on September 30, 2021 and 2,863 on each of December 31, 2021, March 31, 2022, and June 8, 2022. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") are scheduled to vest as follows, 2,862 on September 30, 2021 and 2,863 on each of December 31, 2021, March 31, 2022, and June 8, 2022. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 08:35 UTC | CAPELLA EDUCATION CO CPLA · Entity 164510 | Disposition to issuerCommon Stock | 10,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-045140 · doc4.xml · nonDerivative · entry 1 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Each share of common stock of Capella Education Company ("Capella") reported as disposed of herein was cancelled and converted into the right to receive 0.875 shares of Strategic Education, Inc. (the "Exchange Ratio") at the effective time of the merger pursuant to that certain Agreement and Plan of Merger, dated as of October 29, 2017, by and among Strayer Education, Inc. (which was renamed "Strategic Education, Inc." on August 1, 2018), Capella and Sarg Sub Inc. ("Merger Sub"), whereby the parties thereto effected the merger of Capella into Merger Sub to become a wholly owned subsidiary of Strayer Education, Inc. (the "Merger"). No additional consideration was received in connection with the disposition of such securities. Read SEC document |
| May 03, 2017 Filed May 4, 2017 16:32 UTC | CAPELLA EDUCATION CO CPLA · Entity 164510 | SaleCommon Stock | 625 | $94.23 | $58,891.25 |
DisclosureSEC source: 0001209191-17-030006 · doc4.xml · nonDerivative · entry 2 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,914 F2 · balance_after: Includes 1,054 restricted stock units that will vest and be settled in shares of CPLA common stock per footnote 1. Read SEC document |
| May 02, 2017 Filed May 4, 2017 16:32 UTC | CAPELLA EDUCATION CO CPLA · Entity 164510 | GrantCommon Stock | 1,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-030006 · doc4.xml · nonDerivative · entry 1 LINTON MICHAEL · CIK 0001191193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,539 F1 · shares: Represents restricted stock units that will vest in full on April 30, 2018, and will be settled in shares of CPLA common stock on a 1:1 basis. F1 · price: Represents restricted stock units that will vest in full on April 30, 2018, and will be settled in shares of CPLA common stock on a 1:1 basis. F2 · balance_after: Includes 1,054 restricted stock units that will vest and be settled in shares of CPLA common stock per footnote 1. 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.