Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MAXIMUS, INC.MMS · Entity 4224 | Group General Manager | May 28, 2021 | June 01, 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.
MAXIMUS, INC.
Report date May 28, 2021 · Filed June 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 36,107.629 |
Reported balance
After 2021-05-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-28 · Grant · Acquired 108.77 · Balance 36,107.629 F1: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock.
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 |
|---|---|---|---|---|---|---|
| May 28, 2021 Filed Jun 1, 2021 23:54 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 108.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-21-000067 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,107.629 Underlying: Common Stock · 108.77 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 01:06 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 123.586 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-21-000016 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,998.859 Underlying: Common Stock · 123.586 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 20:23 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 200 | $72.45 | $14,489.00 |
DisclosureSEC source: 0001032220-20-000130 · primary_doc.xml · nonDerivative · entry 2 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,705 Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 20:23 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 5,329 | $72.44 | $386,018.37 |
DisclosureSEC source: 0001032220-20-000130 · primary_doc.xml · nonDerivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,905 Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 19:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 99.056 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000126 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,875.273 Underlying: Common Stock · 99.056 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 18:40 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 10,372 | $0.00 Strike: $72.31 | $0.00 |
DisclosureSEC source: 0001032220-20-000110 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,372 Underlying: Common Stock · 10,372 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted Stock Units vest based upon the following schedule, subject to deferred vesting for a longer period of the election of the individual, as permitted by the terms of the award: Shares Vest Date 3458 09/30/2021 3457 09/30/2022 3457 09/30/2023 Expiration date not applicable to RSUs F2 · derivative.expiration_date: Restricted Stock Units vest based upon the following schedule, subject to deferred vesting for a longer period of the election of the individual, as permitted by the terms of the award: Shares Vest Date 3458 09/30/2021 3457 09/30/2022 3457 09/30/2023 Expiration date not applicable to RSUs F3 · balance_after: Reporting person also holds restricted stock units with respect to an additional 25,404 shares of common stock with varying vesting schedules. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 19:04 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 6,257 | $68.41 | $428,041.37 |
DisclosureSEC source: 0001032220-20-000091 · primary_doc.xml · nonDerivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,234.017 F1 · security: These shares were surrendered to satisfy the withholding tax due in connection with the recent vesting of restricted stock units. F2 · balance_after: In addition, the reporting person holds 25,404.217 shares that are restricted and subject to future vesting pursuant to the terms of a grant of restricted stock previously made by the issuer to the reporting person. The reporting person does not have voting or dispositive power over these shares of restricted stock. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 14:27 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 137.985 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000084 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,354.975 Underlying: Common Stock · 137.985 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 18:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 148.005 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000060 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,216.99 Underlying: Common Stock · 148.005 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 20:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 168.393 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000020 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,068.985 Underlying: Common Stock · 168.393 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| December 10, 2019 Filed Dec 18, 2019 15:19 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock | 1,200 | $73.59 | $88,308.00 |
DisclosureSEC source: 0001032220-19-000121 · primary_doc.xml · nonDerivative · entry 2 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,540 F3 · security: The profits resulting from the reported transactions were remitted to the Company under Section 16(b). F2 · price: The weighted average sales price for prices ranging from $73.573 to $73.609. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 19:59 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 83.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000114 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,900.592 Underlying: Common Stock · 83.88 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 27, 2019 Filed Dec 18, 2019 15:19 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 6,758 | $75.71 | $511,648.18 |
DisclosureSEC source: 0001032220-19-000121 · primary_doc.xml · nonDerivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,340 F1 · price: The weighted average sales price for prices ranging from $75.54 to $76.11. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:17 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 15,454 | $0.00 Strike: $77.65 | $0.00 |
DisclosureSEC source: 0001032220-19-000097 · primary_doc.xml · derivative · entry 1 Romeo Thomas D. · CIK 0001790907 · Group General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,454 Underlying: Common Stock · 15,454 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted Stock Units vest based upon the following schedule, subject to deferred vesting for a longer period at the election of individual, as permitted by the terms of the award: Shares Vest Date 3091 09/30/2020 3091 09/30/2021 3091 09/30/2022 3091 09/30/2023 3090 09/30/2024 Expiration date not applicable to RSUs F2 · derivative.expiration_date: Restricted Stock Units vest based upon the following schedule, subject to deferred vesting for a longer period at the election of individual, as permitted by the terms of the award: Shares Vest Date 3091 09/30/2020 3091 09/30/2021 3091 09/30/2022 3091 09/30/2023 3090 09/30/2024 Expiration date not applicable to RSUs F3 · balance_after: Reporting person also holds restricted stock units with respect to an additional 22,362.712 shares of common stock with varying vesting schedules. 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.