Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncASGN · Entity 4808 | Exec VP, CFO | February 10, 2022 | February 14, 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.
Everforth Inc
Report date February 10, 2022 · Filed February 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,146 |
Ending reported balance
After 2022-02-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-02-10 · Grant · Acquired 1,456 · Balance 85,305 F1: The acquired shares vested upon certification of performance targets on February 10, 2022 for performance awards previously granted to the executive officer. Row 2 · 2022-02-10 · Tax withholding · Disposed 573 · Balance 84,732 F2: The executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Row 3 · 2022-02-10 · Grant · Acquired 2,332 · Balance 87,064 F1: The acquired shares vested upon certification of performance targets on February 10, 2022 for performance awards previously granted to the executive officer. Row 4 · 2022-02-10 · Tax withholding · Disposed 918 · Balance 86,146 F2: The executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: The acquired shares vested upon certification of performance targets on February 10, 2022 for performance awards previously granted to the executive officer.
F2: The executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability.
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 |
|---|---|---|---|---|---|---|
| August 16, 2018 Filed Aug 17, 2018 22:39 UTC | Everforth Inc ASGN · Entity 4808 | Exercise / conversionCommon Stock | 10,000 | $16.51 | $165,100.00 |
DisclosureSEC source: 0001021465-18-000005 · edgardoc.xml · nonDerivative · entry 2 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,584 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 |
| August 16, 2018 Filed Aug 17, 2018 22:39 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 10,000 | $91.00 | $909,956.00 |
DisclosureSEC source: 0001021465-18-000005 · edgardoc.xml · nonDerivative · entry 1 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,584 F1 · price: The $90.99557 share price is a weighted average of numerous open market trades made at prices ranging from $90.95 to $91.29. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 6,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 9 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,584 F3 · shares: On December 31, 2017, performance targets were achieved for an RSU grant that was previously made to the executive officer. 50% of these RSUs will vest on January 3, 2019 and the remaining RSUs will vest on January 3, 2020, subject to the executive officer's continued service to the Company. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,200 | $64.27 | $77,124.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 8 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,682 F2 · shares: Executive Officer elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of the officer's tax liability. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 7 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,882 F1 · shares: The acquired shares vested upon certification of a performance target on December 31, 2017 for a performance award previously granted to the executive officer. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,138 | $64.27 | $73,139.26 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 6 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,581 F2 · shares: Executive Officer elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of the officer's tax liability. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 5 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,719 F1 · shares: The acquired shares vested upon certification of a performance target on December 31, 2017 for a performance award previously granted to the executive officer. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 941 | $64.27 | $60,478.07 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 4 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,537 F2 · shares: Executive Officer elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of the officer's tax liability. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 3 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,478 F1 · shares: The acquired shares vested upon certification of a performance target on December 31, 2017 for a performance award previously granted to the executive officer. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,800 | $64.27 | $115,686.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 2 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,674 F2 · shares: Executive Officer elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of the officer's tax liability. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:12 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 3,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-18-000002 · edgardoc.xml · nonDerivative · entry 1 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,474 F1 · shares: The acquired shares vested upon certification of a performance target on December 31, 2017 for a performance award previously granted to the executive officer. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 22:10 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 3,118 | $63.79 | $198,897.22 |
DisclosureSEC source: 0001021465-17-000006 · edgardoc.xml · nonDerivative · entry 1 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,023 F1 · shares: Executive Officer elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of the officer's tax liability. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 00:15 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 6,276 | $61.60 | $386,593.44 |
DisclosureSEC source: 0001021465-17-000004 · edgardoc.xml · nonDerivative · entry 3 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,141 F2 · price: The $61.59874 share price is a weighted average of numerous open market trades made at prices ranging from $61.50 to $61.65. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 00:15 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 12,670 | $61.26 | $776,202.21 |
DisclosureSEC source: 0001021465-17-000004 · edgardoc.xml · nonDerivative · entry 2 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,417 F1 · price: The $61.2630 share price is a weighted average of numerous open market trades made at prices ranging from $61.25 to $61.35. Read SEC document |
| November 09, 2017 Filed Nov 14, 2017 00:15 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 1,054 | $61.15 | $64,452.63 |
DisclosureSEC source: 0001021465-17-000004 · edgardoc.xml · nonDerivative · entry 1 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,087 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 6,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 9 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,141 F3 · shares: On February 9, 2017 performance targets were achieved for an RSU grant that was previously made to the executive officer. 50% of these RSUs will vest on January 2, 2018 and the remaining RSUs will vest on January 2, 2019, subject to the executive officer's continued service to the Company. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,229 | $46.64 | $57,320.56 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 8 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,597 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 3,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 7 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,826 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 819 | $46.64 | $38,198.16 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 6 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,553 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 5 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,372 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 678 | $46.64 | $31,621.92 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 4 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,190 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 3 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,868 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 640 | $46.64 | $29,849.60 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 2 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,063 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001021465-17-000002 · edgardoc.xml · nonDerivative · entry 1 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,703 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| January 02, 2017 Filed Jan 6, 2017 00:08 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,019 | $44.16 | $44,999.04 |
DisclosureSEC source: 0000890564-17-000013 · wf-form4_148366130727077.xml · nonDerivative · entry 2 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,998 F1 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2017 Filed Jan 6, 2017 00:08 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,096 | $44.16 | $48,399.36 |
DisclosureSEC source: 0000890564-17-000013 · wf-form4_148366130727077.xml · nonDerivative · entry 1 PIERCE EDWARD L · CIK 0001021465 · Exec VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,017 F1 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. 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.