Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN PUBLIC EDUCATION INCAPEI · Entity 5082 | Chief Technology Officer | February 25, 2022 | March 28, 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.
AMERICAN PUBLIC EDUCATION INC
Report date February 25, 2022 · Filed March 28, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 52,769 |
Last balance in matching sequence
After 2022-02-25 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-02-25 · Grant · Acquired 6,771 · Balance 53,457 F1: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2021. Award vests in three approximately equal installments, on February 25, 2022, January 22, 2023, and January 22, 2024. F2: This amendment is being filed to reflect the correction of an administrative error related to the number of shares awarded as reported on the original Form 4. Row 2 · 2022-02-25 · Tax withholding · Disposed 688 · Balance 52,769 F3: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2021. Award vests in three approximately equal installments, on February 25, 2022, January 22, 2023, and January 22, 2024.
F2: This amendment is being filed to reflect the correction of an administrative error related to the number of shares awarded as reported on the original Form 4.
F3: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs.
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 25, 2022 Filed Mar 1, 2022 21:20 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 688 | $19.78 | $13,608.64 |
DisclosureSEC source: 0001062993-22-006105 · form4.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,848 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:20 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 6,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006105 · form4.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,536 F1 · kind: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2021. Award vests in three equal installments, with one third vesting on February 25, 2022, one third vesting on January 22, 2023, and one third vesting on January 22, 2024. Read SEC document |
| February 25, 2022 Filed Mar 28, 2022 22:48 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 688 | $19.78 | $13,608.64 |
DisclosureSEC source: 0001062993-22-008787 · form4a.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,769 F3 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs. Read SEC document |
| February 25, 2022 Filed Mar 28, 2022 22:48 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 6,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-008787 · form4a.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,457 F1 · kind: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2021. Award vests in three approximately equal installments, on February 25, 2022, January 22, 2023, and January 22, 2024. F2 · shares: This amendment is being filed to reflect the correction of an administrative error related to the number of shares awarded as reported on the original Form 4. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:24 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 1,565 | $19.90 | $31,143.50 |
DisclosureSEC source: 0001062993-22-003355 · form4.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,686 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based restricted stock units. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:24 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 609 | $19.90 | $12,119.10 |
DisclosureSEC source: 0001062993-22-003355 · form4.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,251 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of restricted stock units. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 00:01 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 8,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002287 · form4.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,860 F1 · kind: Restricted Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on January 31, 2023, one third vesting on January 31, 2024, and one third vesting on January 31, 2025. Read SEC document |
| January 22, 2022 Filed Jan 25, 2022 23:13 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 622 | $21.02 | $13,074.44 |
DisclosureSEC source: 0001062993-22-001558 · form4.xml · nonDerivative · entry 3 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,306 F3 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of restricted stock units. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 23:13 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 135 | $20.23 | $2,731.05 |
DisclosureSEC source: 0001062993-22-001558 · form4.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,928 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based deferred stock units. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 23:13 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 701 | $20.23 | $14,181.23 |
DisclosureSEC source: 0001062993-22-001558 · form4.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,063 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 21:13 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 1,580 | $31.89 | $50,386.20 |
DisclosureSEC source: 0001123292-21-000462 · edgar.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,764 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 21:13 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 15,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000462 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,344 F1 · kind: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2020. Award vests in three equal installments, with one third vesting on March 11, 2021, one third vesting on February 7, 2022, and one third vesting on February 7, 2023. Read SEC document |
| February 07, 2021 Filed Feb 9, 2021 23:43 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 619 | $30.99 | $19,182.81 |
DisclosureSEC source: 0001123292-21-000217 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,608 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of restricted stock units. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:33 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 5,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000132 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,227 F1 · kind: Restricted Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on January 22, 2022, one third vesting on January 22, 2023, and one third vesting on January 22, 2024. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:29 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 116 | $30.25 | $3,509.00 |
DisclosureSEC source: 0001123292-21-000113 · edgar.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,958 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based deferred stock units. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:29 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 593 | $30.25 | $17,938.25 |
DisclosureSEC source: 0001123292-21-000113 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,074 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:30 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 1,887 | $31.17 | $58,817.79 |
DisclosureSEC source: 0001123292-21-000094 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,667 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 23:53 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 5,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000501 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,464 F1 · kind: Performance-based deferred stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2019. Award vests in three equal installments, with one third vesting on March 4, 2020, one third vesting on January 21, 2021, and one third vesting on January 21, 2022. Read SEC document |
| March 04, 2020 Filed Mar 10, 2020 01:02 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 115 | $23.65 | $2,719.75 |
DisclosureSEC source: 0001123292-20-000520 · edgar.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,554 F3 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of PSUs. Read SEC document |
| March 04, 2020 Filed Mar 10, 2020 01:02 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000520 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,669 F1 · date: This amendment is being filed to correct a clerical error in the number of securities acquired and to report withholding of shares to pay tax withholding obligations. F2 · kind: Performance-based deferred stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2019. Award vests in three equal installments, with one third vesting on March 4, 2020, one third vesting on January 21, 2021, and one third vesting on January 21, 2022. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:41 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 6,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000243 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,526 F1 · kind: Deferred Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on February 7, 2021, one third vesting on February 7, 2022, and one third vesting on February 7, 2023. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:22 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 590 | $27.88 | $16,449.20 |
DisclosureSEC source: 0001123292-20-000178 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,363 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:20 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 1,881 | $27.35 | $51,445.35 |
DisclosureSEC source: 0001123292-20-000160 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,953 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units ("DSUs"). The remaining one-third of the DSUs vest on January 15, 2021. Read SEC document |
| January 21, 2019 Filed Feb 20, 2019 21:12 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 5,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000294 · edgar.xml · nonDerivative · entry 3 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,834 F3 · kind: Deferred Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on January 21, 2020, one third vesting on January 21, 2021 and one third vesting on January 21, 2022. Read SEC document |
| January 15, 2019 Filed Feb 20, 2019 21:12 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 1,854 | $29.56 | $54,804.24 |
DisclosureSEC source: 0001123292-19-000294 · edgar.xml · nonDerivative · entry 2 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,896 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of restricted shares of Common Stock held by the reporting person. Read SEC document |
| May 07, 2018 Filed Feb 20, 2019 21:12 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 16,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000294 · edgar.xml · nonDerivative · entry 1 Dyberg Patrik · CIK 0001542229 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,750 F1 · kind: Deferred Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on January 6, 2019, one third vesting on January 6, 2020 and one third vesting on January 6, 2021. 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.