Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PERDOCEO EDUCATION CorpCECO · Entity 4488 | SVP and CFO | June 14, 2017 | June 15, 2017 |
| Proterra IncPTRA · Entity 93081 | Interim CFO | September 10, 2021 | September 20, 2021 |
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.
PERDOCEO EDUCATION Corp
Report date June 14, 2017 · Filed June 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,812 |
Reported balance
After 2017-06-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-14 · Exercise / conversion · Acquired 2,544 · Balance 23,812 F1: Each cash-settled RSU is the economic equivalent of one share of Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 21,268 |
Reported balance
After 2017-06-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-06-14 · Disposition to issuer · Disposed 2,544 · Balance 21,268 |
| Common StockSEC Table I · non-derivative | Direct | 20,476 |
Reported balance
After 2017-06-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-06-14 · Tax withholding · Disposed 792 · Balance 20,476 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock or stock units. F3: Includes 18,724 restricted stock units granted pursuant to the Career Education Corporation 2008 or 2016 Incentive Compensation Plans, with each unit representing the contingent right to receive one share of Issuer's common stock. |
| Cash-Settled RSUSEC Table II · derivative / convertible security · Expires 2020-06-14 | Direct | 7,632 |
Reported balance
After 2017-06-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-06-14 · Exercise / conversion · Disposed 2,544 · Balance 7,632 F1: Each cash-settled RSU is the economic equivalent of one share of Issuer's common stock. F4: The remaining cash-settled RSUs vest in three additional installments on June 14, 2018, 2019 and 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Each cash-settled RSU is the economic equivalent of one share of Issuer's common stock.
F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock or stock units.
F3: Includes 18,724 restricted stock units granted pursuant to the Career Education Corporation 2008 or 2016 Incentive Compensation Plans, with each unit representing the contingent right to receive one share of Issuer's common stock.
F4: The remaining cash-settled RSUs vest in three additional installments on June 14, 2018, 2019 and 2020.
Proterra Inc
Report date September 10, 2021 · Filed September 20, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 14, 2017 Filed Jun 15, 2017 21:42 UTC | PERDOCEO EDUCATION Corp CECO · Entity 4488 | Exercise / conversionCash-Settled RSU · Derivative | 2,544 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-040229 · doc4.xml · derivative · entry 4 Cederoth Andrew J · CIK 0001465727 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632 Underlying: Common Stock · 2,544 shares Expires 2020-06-14 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 cash-settled RSU is the economic equivalent of one share of Issuer's common stock. F1 · price: Each cash-settled RSU is the economic equivalent of one share of Issuer's common stock. F4 · derivative.exercise_date: The remaining cash-settled RSUs vest in three additional installments on June 14, 2018, 2019 and 2020. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 21:42 UTC | PERDOCEO EDUCATION Corp CECO · Entity 4488 | Tax withholdingCommon Stock | 792 | $9.80 | $7,761.60 |
DisclosureSEC source: 0001209191-17-040229 · doc4.xml · nonDerivative · entry 3 Cederoth Andrew J · CIK 0001465727 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,476 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock or stock units. F3 · balance_after: Includes 18,724 restricted stock units granted pursuant to the Career Education Corporation 2008 or 2016 Incentive Compensation Plans, with each unit representing the contingent right to receive one share of Issuer's common stock. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 21:42 UTC | PERDOCEO EDUCATION Corp CECO · Entity 4488 | Disposition to issuerCommon Stock | 2,544 | $9.80 | $24,931.20 |
DisclosureSEC source: 0001209191-17-040229 · doc4.xml · nonDerivative · entry 2 Cederoth Andrew J · CIK 0001465727 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,268 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 21:42 UTC | PERDOCEO EDUCATION Corp CECO · Entity 4488 | Exercise / conversionCommon Stock | 2,544 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-040229 · doc4.xml · nonDerivative · entry 1 Cederoth Andrew J · CIK 0001465727 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,812 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 cash-settled RSU is the economic equivalent of one share of Issuer's common stock. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 19:07 UTC | PERDOCEO EDUCATION Corp CECO · Entity 4488 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 32,544 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001209191-17-019185 · doc4.xml · derivative · entry 2 Cederoth Andrew J · CIK 0001465727 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,544 Underlying: Common Stock · 32,544 shares Expires 2027-03-06 F3 · derivative.exercise_date: Exercisable in four equal installments on each of March 14, 2018, 2019, 2020 and 2021. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 19:07 UTC | PERDOCEO EDUCATION Corp CECO · Entity 4488 | GrantCommon Stock | 11,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019185 · doc4.xml · nonDerivative · entry 1 Cederoth Andrew J · CIK 0001465727 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,268 F1 · shares: Restricted stock units granted pursuant to the Career Education Corporation 2016 Incentive Compensation Plan, with each unit representing the contingent right to receive one share of Issuer's common stock. The units shall vest in four equal installments on each of March 14, 2018, 2019, 2020 and 2021. F2 · balance_after: Includes 21,268 restricted stock units granted pursuant to the Career Education Corporation 2008 or 2016 Incentive Compensation Plans, with each unit representing the contingent right to receive one share of Issuer's common stock. 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.