Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GEO GROUP INCGEO · Entity 4055 | SVP,GEO & Pres, GEO Care | March 08, 2022 | March 10, 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.
GEO GROUP INC
Report date March 08, 2022 · Filed March 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,885 |
Ending reported balance
After 2022-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-08 · Grant · Acquired 9,324 · Balance 98,489 F1: This amount of shares reflects an increase to the vested restricted stock granted on March 1, 2019 based upon the achievement of the performance-based metrics for the performance period from January 1, 2019 to December 31, 2021. This resulted in a payout of an aggregate of 19,324 shares of common stock. Row 2 · 2022-03-08 · Tax withholding · Disposed 7,604 · Balance 90,885 F2: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. |
| Restricted StockSEC Table I · non-derivative | Direct | 190,501 |
Reported balance
After 2022-03-08 transaction · row 3
1 source rowRow 3 · 2022-03-08 · Disposition to issuer · Disposed 10,000 · Balance 190,501 F3: This amount of shares reflects the forfeiture of 10,000 shares of restricted stock granted on March 1, 2019 based upon the results of the performance based metrics of the restricted stock during the period from January 1, 2019 to December 31, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount of shares reflects an increase to the vested restricted stock granted on March 1, 2019 based upon the achievement of the performance-based metrics for the performance period from January 1, 2019 to December 31, 2021. This resulted in a payout of an aggregate of 19,324 shares of common stock.
F2: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock.
F3: This amount of shares reflects the forfeiture of 10,000 shares of restricted stock granted on March 1, 2019 based upon the results of the performance based metrics of the restricted stock during the period from January 1, 2019 to December 31, 2021.
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 08, 2022 Filed Mar 10, 2022 21:40 UTC | GEO GROUP INC GEO · Entity 4055 | Disposition to issuerRestricted Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017902 · doc4.xml · nonDerivative · entry 3 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,501 F3 · shares: This amount of shares reflects the forfeiture of 10,000 shares of restricted stock granted on March 1, 2019 based upon the results of the performance based metrics of the restricted stock during the period from January 1, 2019 to December 31, 2021. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:40 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 7,604 | $5.64 | $42,886.56 |
DisclosureSEC source: 0001209191-22-017902 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,885 F2 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:40 UTC | GEO GROUP INC GEO · Entity 4055 | GrantCommon Stock | 9,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017902 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,489 F1 · shares: This amount of shares reflects an increase to the vested restricted stock granted on March 1, 2019 based upon the achievement of the performance-based metrics for the performance period from January 1, 2019 to December 31, 2021. This resulted in a payout of an aggregate of 19,324 shares of common stock. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:58 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015885 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,501 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. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:36 UTC | GEO GROUP INC GEO · Entity 4055 | Disposition to issuerRestricted Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019489 · doc4.xml · nonDerivative · entry 3 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,501 F3 · shares: This amount of shares reflects the forfeiture of 15,000 shares of restricted stock granted on April 24, 2018 based upon the results of the performance based metrics of the restricted stock during the period from January 1, 2018 to December 31, 2020. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:36 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 10,523 | $8.02 | $84,394.46 |
DisclosureSEC source: 0001209191-21-019489 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,165 F2 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:36 UTC | GEO GROUP INC GEO · Entity 4055 | GrantCommon Stock | 12,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019489 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,688 F1 · shares: This amount of shares reflects an increase to the vested restricted stock granted on April 24, 2018 based upon the achievement of the performance-based metrics for the performance period from January 1, 2018 to December 31, 2020. This resulted in a payout of an aggregate of 27,488 shares of common stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:10 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 58,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017017 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,501 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 09, 2020 Filed Mar 11, 2020 00:26 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 9,542 | $15.89 | $151,622.38 |
DisclosureSEC source: 0001209191-20-017920 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,200 F3 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| March 08, 2020 Filed Mar 11, 2020 00:26 UTC | GEO GROUP INC GEO · Entity 4055 | Disposition to issuerRestricted Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017920 · doc4.xml · nonDerivative · entry 3 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,501 F4 · shares: This amount of shares reflects the forfeiture of 15,000 shares of restricted stock granted on March 1, 2017 and April 11, 2017 based upon the results of the performance based metrics of the restricted stock during the period from January 1, 2017 to December 31, 2019. F2 · balance_after: This number has been adjusted to reflect the March 8, 2020 vesting of 15,000 shares of restricted stock. F4 · balance_after: This amount of shares reflects the forfeiture of 15,000 shares of restricted stock granted on March 1, 2017 and April 11, 2017 based upon the results of the performance based metrics of the restricted stock during the period from January 1, 2017 to December 31, 2019. Read SEC document |
| March 08, 2020 Filed Mar 11, 2020 00:26 UTC | GEO GROUP INC GEO · Entity 4055 | GrantCommon Stock | 11,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017920 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,742 F1 · shares: This amount of shares reflects an increase to the vested restricted stock granted on March 1, 2017 and April 11, 2017 based upon the achievement of the performance-based metrics for the performance period from January 1, 2017 to December 31, 2019. This resulted in a payout of an aggregate of 26,988 shares of Common Stock. F2 · balance_after: This number has been adjusted to reflect the March 8, 2020 vesting of 15,000 shares of restricted stock. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:05 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 32,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015560 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,501 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, 2020 to December 31, 2022 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2023 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 11, 2019 Filed Mar 13, 2019 23:49 UTC | GEO GROUP INC GEO · Entity 4055 | Disposition to issuerCommon Stock | 9,934 | $20.47 | $203,348.98 |
DisclosureSEC source: 0001209191-19-019269 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,754 F3 · shares: This number reflects an aggregate of 9,934 shares of Common Stock that were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. F2 · balance_after: This number has been adjusted to reflect the March 11, 2019 vesting of 15,000 shares of restricted stock. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 23:49 UTC | GEO GROUP INC GEO · Entity 4055 | GrantCommon Stock | 10,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019269 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,688 F1 · shares: This amount of shares reflects an increase to the vested restricted stock granted on March 10, 2016 based upon the achievement of the performance-based metrics for the performance period from January 1, 2016 to December 31, 2018. This resulted in a payout of an aggregate of 25,244 shares of Common Stock. F2 · balance_after: This number has been adjusted to reflect the March 11, 2019 vesting of 15,000 shares of restricted stock. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:16 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017051 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,001 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, 2019 to December 31, 2021 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 15, 2022 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 |
| April 24, 2018 Filed Apr 26, 2018 21:39 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026283 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,001 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, 2018 to December 31, 2020 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 10, 2021 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 01, 2018 Filed Mar 6, 2018 02:12 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 332 | $21.86 | $7,257.52 |
DisclosureSEC source: 0001209191-18-017031 · doc4.xml · nonDerivative · entry 3 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,444 F4 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. F3 · balance_after: This number has been adjusted to reflect the March 1, 2018 vesting of 937 shares of restricted stock. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 02:12 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 5,066 | $21.30 | $107,905.80 |
DisclosureSEC source: 0001209191-18-017031 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,839 F4 · 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, 2018 vesting of 14,328 shares of restricted stock. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 02:12 UTC | GEO GROUP INC GEO · Entity 4055 | Disposition to issuerRestricted Stock | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017031 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,001 F1 · shares: The amount of shares reflects the forfeiture of 672 shares of restricted stock based on the results of the performance based metrics of the restricted stock during the period from January 1, 2015 to December 31, 2017. F2 · balance_after: The amount of shares has been adjusted to reflect the March 1, 2018 vesting of 14,328 shares of restricted stock. F3 · balance_after: This number has been adjusted to reflect the March 1, 2018 vesting of 937 shares of restricted stock. Read SEC document |
| June 01, 2017 Filed Jun 6, 2017 01:00 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 332 | $30.47 | $10,116.04 |
DisclosureSEC source: 0001209191-17-037979 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres, GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,577 F1 · 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: On April 24, 2017, the common stock of The GEO Group, Inc. split 3-for-2, resulting in the reporting person's ownership of (i) 6,324 additional shares of common stock and (ii) 20,625 additional shares of restricted stock. F3 · balance_after: The number of shares has been adjusted to reflect the June 1, 2017 vesting of 937 shares of restricted stock. Read SEC document |
| April 11, 2017 Filed Apr 13, 2017 20:37 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-010216 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP, GEO & Pres.GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,250 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, 2017 to December 31, 2019 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 10, 2020 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 03, 2017 Filed Mar 7, 2017 02:18 UTC Amendment | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 50 | $48.40 | $2,420.00 |
DisclosureSEC source: 0001209191-17-018536 · doc4a.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres.GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,648 F1 · shares: These shares were surrendered in order to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 02:59 UTC | GEO GROUP INC GEO · Entity 4055 | Tax withholdingCommon Stock | 171 | $48.40 | $8,276.40 |
DisclosureSEC source: 0001209191-17-018114 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres.GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,698 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: This amount has been adjusted to reflect the March 1, 2017 vesting of 625 shares of restricted stock. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 02:59 UTC | GEO GROUP INC GEO · Entity 4055 | GrantRestricted Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018114 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres.GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,250 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, 2017 to December 31, 2019 as certified by the compensation committee. Under the terms of the restricted stock grant, these shares will vest on March 10, 2020 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: This amount has been adjusted to reflect the March 1, 2017 vesting of 625 shares of restricted stock. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:18 UTC | GEO GROUP INC GEO · Entity 4055 | PurchaseCommon Stock | 780 | $19.51 | $15,217.80 |
DisclosureSEC source: 0001209191-16-140037 · doc4.xml · nonDerivative · entry 2 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres.GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,244 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:18 UTC | GEO GROUP INC GEO · Entity 4055 | PurchaseCommon Stock | 720 | $19.50 | $14,041.44 |
DisclosureSEC source: 0001209191-16-140037 · doc4.xml · nonDerivative · entry 1 Schlarb Ann M · CIK 0001625363 · SVP,GEO & Pres.GEO Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,464 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.