Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stride, Inc.LRN · Entity 4119 | CHIEF FINANCIAL OFFICER | April 15, 2022 | April 18, 2022 |
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.
Stride, Inc.
Report date April 15, 2022 · Filed April 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,464 |
Reported balance
After 2022-04-15 transaction · row 1
1 source rowRow 1 · 2022-04-15 · Tax withholding · Disposed 3,113 · Balance 88,464 F1: Represents the number of shares withheld by the Issuer upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the most recent prior market day. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the Issuer upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the most recent prior market day.
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 |
|---|---|---|---|---|---|---|
| April 15, 2022 Filed Apr 18, 2022 21:39 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 3,113 | $34.54 | $107,523.02 |
DisclosureSEC source: 0001415889-22-004104 · form4-04182022_020438.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,464 F1 · kind: Represents the number of shares withheld by the Issuer upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:07 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 744 | $33.84 | $25,176.96 |
DisclosureSEC source: 0001179110-22-001250 · edgar.xml · nonDerivative · entry 2 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,577 F1 · kind: Represents the number of shares withheld by the Issuer upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| February 12, 2022 Filed Feb 15, 2022 22:07 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 783 | $33.84 | $26,496.72 |
DisclosureSEC source: 0001179110-22-001250 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,321 F1 · kind: Represents the number of shares withheld by the Issuer upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 21:00 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 3,138 | $34.29 | $107,602.02 |
DisclosureSEC source: 0000899243-21-040627 · doc4.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,104 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| October 06, 2021 Filed Oct 8, 2021 21:35 UTC | Stride, Inc. LRN · Entity 4119 | Exercise / conversionRestricted Stock Right · Derivative | 58,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-009312 · edgar.xml · derivative · entry 3 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,946 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: Each restricted stock right represents a contingent right to receive one share of the Issuer's common stock. In accordance with the terms of the award granted on April 13, 2020, the restricted stock rights vested upon the Issuer's common stock achieving certain per share price targets based on the average 30-calendar day closing stock price subsequent to seven days after the FY 2021 year end earnings release and certification by the Issuer's board of directors of the same. F1 · derivative.exercise_date: Each restricted stock right represents a contingent right to receive one share of the Issuer's common stock. In accordance with the terms of the award granted on April 13, 2020, the restricted stock rights vested upon the Issuer's common stock achieving certain per share price targets based on the average 30-calendar day closing stock price subsequent to seven days after the FY 2021 year end earnings release and certification by the Issuer's board of directors of the same. F1 · derivative.expiration_date: Each restricted stock right represents a contingent right to receive one share of the Issuer's common stock. In accordance with the terms of the award granted on April 13, 2020, the restricted stock rights vested upon the Issuer's common stock achieving certain per share price targets based on the average 30-calendar day closing stock price subsequent to seven days after the FY 2021 year end earnings release and certification by the Issuer's board of directors of the same. Read SEC document |
| October 06, 2021 Filed Oct 8, 2021 21:35 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 26,585 | $36.49 | $970,086.65 |
DisclosureSEC source: 0001179110-21-009312 · edgar.xml · nonDerivative · entry 2 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,242 F2 · kind: Represents the number of shares withheld by the Issuer upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| October 06, 2021 Filed Oct 8, 2021 21:35 UTC | Stride, Inc. LRN · Entity 4119 | Exercise / conversionCommon Stock | 58,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-009312 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,827 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 · price: Each restricted stock right represents a contingent right to receive one share of the Issuer's common stock. In accordance with the terms of the award granted on April 13, 2020, the restricted stock rights vested upon the Issuer's common stock achieving certain per share price targets based on the average 30-calendar day closing stock price subsequent to seven days after the FY 2021 year end earnings release and certification by the Issuer's board of directors of the same. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 21:04 UTC | Stride, Inc. LRN · Entity 4119 | GrantRestricted Stock Right · Derivative | 5,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008201 · edgar.xml · derivative · entry 3 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,895 Underlying: Common Stock · 5,895 shares Expires 2024-09-15 F3 · security: Each restricted stock right represents a contingent right to receive one share of Stride common stock. The restricted stock right vests upon Stride's common stock achieving an average stock price that equals or exceeds $41.45 per share based on the average 20-calendar day closing price on the next following trading date after September 15, 2024. F3 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of Stride common stock. The restricted stock right vests upon Stride's common stock achieving an average stock price that equals or exceeds $41.45 per share based on the average 20-calendar day closing price on the next following trading date after September 15, 2024. F3 · derivative.exercise_date: Each restricted stock right represents a contingent right to receive one share of Stride common stock. The restricted stock right vests upon Stride's common stock achieving an average stock price that equals or exceeds $41.45 per share based on the average 20-calendar day closing price on the next following trading date after September 15, 2024. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 21:04 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 15,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008201 · edgar.xml · nonDerivative · entry 2 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,881 F2 · kind: These shares are restricted and vest semi-annually, with 20% vesting in the first year and 40% vesting in each of the next two years following the grant date. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 21:04 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 234 | $33.39 | $7,813.26 |
DisclosureSEC source: 0001179110-21-008201 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,161 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 23:03 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,533 | $30.42 | $46,633.86 |
DisclosureSEC source: 0001179110-21-008045 · edgar.xml · nonDerivative · entry 2 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,395 F2 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 23:03 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 10,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008045 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,928 F1 · kind: Acquisition is in connection with the August 12, 2020 award and achievement of performance objectives. These shares are restricted, with one-third vesting immediately and the remaining two-thirds vesting in equal annual installments over the next two years. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,016 | $31.42 | $31,922.72 |
DisclosureSEC source: 0001179110-21-004516 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,601 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:14 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 392 | $28.27 | $11,081.84 |
DisclosureSEC source: 0001179110-21-001818 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,617 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Stride common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Stride common stock on the most recent prior market day. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 21:10 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,538 | $30.09 | $46,278.42 |
DisclosureSEC source: 0001179110-20-010567 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,009 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 22:13 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 8,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-009057 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,027 F1 · kind: These shares are restricted and vest semi-annually, with 20% vesting in the first year and 40% vesting in each of the next two years following the grant date. Read SEC document |
| August 12, 2020 Filed Aug 27, 2020 21:07 UTC Amendment | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 7,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-009397 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,472 F1 · kind: These shares are restricted and vest semi-annually, with 20% vesting in the first year and 40% vesting in each of the next two years following the grant date. Read SEC document |
| April 13, 2020 Filed Apr 16, 2020 20:31 UTC | Stride, Inc. LRN · Entity 4119 | GrantRestricted Stock Right · Derivative | 66,934 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-010845 · doc4.xml · derivative · entry 2 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,934 Underlying: Common Stock · 66,934 shares Expires 2021-08-30 F2 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of K12 common stock. The restricted stock rights vest, if at all, upon K12's common stock achieving certain per share stock price targets based on the average 30-calendar day closing stock price subsequent to seven days after the FY 2021 year end earnings release. F2 · derivative.exercise_date: Each restricted stock right represents a contingent right to receive one share of K12 common stock. The restricted stock rights vest, if at all, upon K12's common stock achieving certain per share stock price targets based on the average 30-calendar day closing stock price subsequent to seven days after the FY 2021 year end earnings release. Read SEC document |
| April 13, 2020 Filed Apr 16, 2020 20:31 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 34,707 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-010845 · doc4.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,707 F1 · kind: These shares are restricted and vest semi-annually, with 20% vesting in the first year and 40% vesting in each of the next two years following the grant date. Read SEC document |
| April 13, 2020 Filed Oct 19, 2020 21:09 UTC Amendment | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 34,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010566 · edgar.xml · nonDerivative · entry 1 Medina Timothy · CIK 0001808841 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,782 F1 · kind: These shares are restricted and vest semi-annually, with 20% vesting in the first year and 40% vesting in each of the next two years following the grant date. 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.