Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXPONENT INCEXPO · Entity 4154 | Group Vice President · Group Vice President | March 12, 2021 | March 16, 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.
EXPONENT INC
Report date March 12, 2021 · Filed March 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-03-12 | Direct | 1,296 |
Reported balance
After 2021-03-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-12 · Grant · Acquired 1,296 · Balance 1,296 F1: 1-for-1. F2: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: Not applicable.
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 12, 2021 Filed Mar 16, 2021 19:53 UTC | EXPONENT INC EXPO · Entity 4154 | GrantRestricted Stock Units · Derivative | 1,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-21-000053 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 Underlying: Common Stock · 1,296 shares Expires 2025-03-12 F1 · derivative.exercise_price: 1-for-1. F2 · price: Not applicable. Read SEC document |
| March 10, 2021 Filed Mar 15, 2021 17:42 UTC | EXPONENT INC EXPO · Entity 4154 | Exercise / conversionRestricted Stock Units · Derivative | 2,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-21-000027 · edgardoc.xml · derivative · entry 3 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,048 shares Expires 2021-03-10 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. F4 · derivative.exercise_price: 1-for-1. F1 · kind: Reflects the conversion of shares of vested Restricted Stock Units granted on March 10, 2017 into shares of Common Stock on a 1:1 basis. F2 · price: Not applicable. Read SEC document |
| March 10, 2021 Filed Mar 15, 2021 17:42 UTC | EXPONENT INC EXPO · Entity 4154 | Tax withholdingCommon Stock | 744 | $98.65 | $73,395.60 |
DisclosureSEC source: 0000851520-21-000027 · edgardoc.xml · nonDerivative · entry 2 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,227 F3 · kind: Reflects shares of common stock withheld by the Company to satify the tax withholding obligations of the Reporting Person. Read SEC document |
| March 10, 2021 Filed Mar 15, 2021 17:42 UTC | EXPONENT INC EXPO · Entity 4154 | Exercise / conversionCommon Stock | 2,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-21-000027 · edgardoc.xml · nonDerivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,971 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 · kind: Reflects the conversion of shares of vested Restricted Stock Units granted on March 10, 2017 into shares of Common Stock on a 1:1 basis. F2 · price: Not applicable. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:19 UTC | EXPONENT INC EXPO · Entity 4154 | Exercise / conversionRestricted Stock Units · Derivative | 5,722 | $0.00 | $0.00 |
DisclosureSEC source: 0000851520-20-000085 · edgardoc.xml · derivative · entry 6 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,722 shares Expires 2020-05-26 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. F3 · derivative.exercise_price: Reflects the conversion of shares of vested Restricted Stock Units granted on May 26, 2020 into shares of Common Stock on a 1:1 basis. F3 · kind: Reflects the conversion of shares of vested Restricted Stock Units granted on May 26, 2020 into shares of Common Stock on a 1:1 basis. F2 · price: Not applicable. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:19 UTC | EXPONENT INC EXPO · Entity 4154 | Exercise / conversionDividend Equivalent Rights · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0000851520-20-000085 · edgardoc.xml · derivative · entry 5 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 275 shares Expires 2020-05-26 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. F5 · derivative.exercise_price: 1-for-1. F1 · kind: Settlement of dividend equivalent rights in connection with RSU release on a 1:1 basis. F2 · price: Not applicable. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:19 UTC | EXPONENT INC EXPO · Entity 4154 | GrantDividend Equivalent Rights · Derivative | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000851520-20-000085 · edgardoc.xml · derivative · entry 4 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275 Underlying: Common Stock · 18 shares Expires 2020-05-26 F5 · derivative.exercise_price: 1-for-1. F6 · kind: The dividend equivalent rights accrued with respect to RSUs, pursuant to dividends earned in Q1 2020. F2 · price: Not applicable. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:19 UTC | EXPONENT INC EXPO · Entity 4154 | Tax withholdingCommon Stock | 2,074 | $72.60 | $150,572.40 |
DisclosureSEC source: 0000851520-20-000085 · edgardoc.xml · nonDerivative · entry 3 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,923 F4 · kind: Reflects shares of common stock withheld by the Company to satify the tax withholding obligations of the Reporting Person. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:19 UTC | EXPONENT INC EXPO · Entity 4154 | Exercise / conversionCommon Stock | 5,722 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-20-000085 · edgardoc.xml · nonDerivative · entry 2 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,997 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. F3 · kind: Reflects the conversion of shares of vested Restricted Stock Units granted on May 26, 2020 into shares of Common Stock on a 1:1 basis. F2 · price: Not applicable. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:19 UTC | EXPONENT INC EXPO · Entity 4154 | Exercise / conversionCommon Stock | 275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-20-000085 · edgardoc.xml · nonDerivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275 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 · kind: Settlement of dividend equivalent rights in connection with RSU release on a 1:1 basis. F2 · price: Not applicable. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 14:30 UTC | EXPONENT INC EXPO · Entity 4154 | GrantRestricted Stock Units · Derivative | 2,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-20-000071 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,660 Underlying: Common Stock · 2,660 shares Expires 2024-03-13 F1 · derivative.exercise_price: 1-for-1. F2 · price: Not applicable. Read SEC document |
| January 03, 2020 Filed Feb 15, 2020 00:10 UTC | EXPONENT INC EXPO · Entity 4154 | GrantDividend Equivalent Rights · Derivative | 62 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-20-000028 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257 Underlying: Common Stock · 62 shares Expires 2020-05-26 F1 · derivative.exercise_price: 1-for-1. F2 · kind: The dividend equivalent rights accrued with respect to RSUs, pursuant to dividends earned in 2019. F3 · price: Not applicable. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 21:52 UTC | EXPONENT INC EXPO · Entity 4154 | GrantRestricted Stock Units · Derivative | 3,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-19-000065 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,510 Underlying: Common Stock · 3,510 shares Expires 2023-03-15 F1 · derivative.exercise_price: 1-for-1. F2 · price: Not applicable. Read SEC document |
| December 28, 2018 Filed Feb 11, 2019 18:04 UTC | EXPONENT INC EXPO · Entity 4154 | GrantDividend Equivalent Rights · Derivative | 65 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-19-000015 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195 Underlying: Common Stock · 65 shares Expires 2020-05-26 F1 · derivative.exercise_price: 1-for-1. F2 · kind: The dividend equivalent rights accrued with respect to RSUs, pursuant to dividends earned in 2018. F3 · price: Not applicable. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 23:32 UTC | EXPONENT INC EXPO · Entity 4154 | GrantRestricted Stock Units · Derivative | 1,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-18-000045 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,496 Underlying: Common Stock · 1,496 shares Expires 2022-03-09 F1 · derivative.exercise_price: 1-for-1. F2 · price: Not applicable. Read SEC document |
| December 29, 2017 Filed Feb 9, 2018 22:52 UTC | EXPONENT INC EXPO · Entity 4154 | GrantDividend Equivalent Rights · Derivative | 37 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-18-000014 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65 Underlying: Common Stock · 37 shares Expires 2020-05-26 F1 · derivative.exercise_price: 1-for-1. F2 · kind: The dividend equivalent rights accrued with respect to RSUs, pursuant to dividends earned in 2017. F3 · price: Not applicable. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 22:35 UTC | EXPONENT INC EXPO · Entity 4154 | GrantRestricted Stock Units · Derivative | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-17-000055 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024 Underlying: Common Stock · 1,024 shares Expires 2021-03-10 F1 · derivative.exercise_price: 1-for-1. F2 · price: Not applicable. Read SEC document |
| December 30, 2016 Filed Feb 14, 2017 01:13 UTC | EXPONENT INC EXPO · Entity 4154 | GrantDividend Equivalent Rights · Derivative | 28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-17-000018 · edgardoc.xml · derivative · entry 1 Haddad Robert · CIK 0001687165 · Group Vice President · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28 Underlying: Common Stock · 28 shares Expires 2020-05-26 F1 · derivative.exercise_price: 1-for-1. F2 · kind: The dividend equivalent rights accrued with respect to RSUs, pursuant to dividends earned in 2016. F3 · price: Not applicable. 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.