Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN PUBLIC EDUCATION INCAPEI · Entity 5082 | SVP, COO, APUS | March 11, 2021 | March 15, 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.
AMERICAN PUBLIC EDUCATION INC
Report date March 11, 2021 · Filed March 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 17,142 |
Ending reported balance
After 2021-03-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-11 · Grant · Acquired 7,057 · Balance 17,851 F1: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2020. Award vests in three equal installments, with one third vesting on March 11, 2021, one third vesting on February 7, 2022, and one third vesting on February 7, 2023. Row 2 · 2021-03-11 · Tax withholding · Disposed 709 · Balance 17,142 F2: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2020. Award vests in three equal installments, with one third vesting on March 11, 2021, one third vesting on February 7, 2022, and one third vesting on February 7, 2023.
F2: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs.
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 11, 2021 Filed Mar 15, 2021 21:14 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 709 | $31.89 | $22,610.01 |
DisclosureSEC source: 0001123292-21-000463 · edgar.xml · nonDerivative · entry 2 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,142 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of the PSUs. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 21:14 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 7,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000463 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,851 F1 · kind: Performance-based restricted stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2020. Award vests in three equal installments, with one third vesting on March 11, 2021, one third vesting on February 7, 2022, and one third vesting on February 7, 2023. Read SEC document |
| February 07, 2021 Filed Feb 9, 2021 23:44 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 369 | $30.99 | $11,435.31 |
DisclosureSEC source: 0001123292-21-000218 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,794 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of restricted stock units. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:35 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000134 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,163 F1 · kind: Restricted Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on January 22, 2022, one third vesting on January 22, 2023, and one third vesting on January 22, 2024. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:30 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 72 | $30.25 | $2,178.00 |
DisclosureSEC source: 0001123292-21-000114 · edgar.xml · nonDerivative · entry 2 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,012 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based deferred stock units. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:30 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 372 | $30.25 | $11,253.00 |
DisclosureSEC source: 0001123292-21-000114 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,084 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:31 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 531 | $31.17 | $16,551.27 |
DisclosureSEC source: 0001123292-21-000095 · edgar.xml · nonDerivative · entry 2 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based deferred stock units. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:31 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 362 | $31.17 | $11,283.54 |
DisclosureSEC source: 0001123292-21-000095 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,987 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:17 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 1,200 | $30.55 | $36,654.00 |
DisclosureSEC source: 0001123292-20-001177 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,349 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:21 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 2,500 | $33.42 | $83,554.50 |
DisclosureSEC source: 0001123292-20-001039 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,549 F1 · price: The price of $33.4218 per share represents a weighted average of sales prices ranging from $33.1494 to $33.7211 per share. The reporting person undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 23:54 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 3,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000504 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,655 F1 · kind: Performance-based deferred stock unit ("PSU") award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2019. Award vests in three equal installments, with one third vesting on March 4, 2020, one third vesting on January 21, 2021, and one third vesting on January 21, 2022. Read SEC document |
| March 04, 2020 Filed Mar 10, 2020 01:03 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 62 | $23.65 | $1,466.30 |
DisclosureSEC source: 0001123292-20-000521 · edgar.xml · nonDerivative · entry 2 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,049 F3 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of PSUs. Read SEC document |
| March 04, 2020 Filed Mar 10, 2020 01:03 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000521 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,111 F1 · date: This amendment is being filed to correct a clerical error in the number of securities acquired and to report withholding of shares to pay tax withholding obligations. F2 · kind: Performance-based deferred stock ("PSU") unit award pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award reflects a level of achievement of adjusted EBITDA and revenue performance measures for the issuer's fiscal year ended December 31, 2019. Award vests in three equal installments, with one third vesting on March 4, 2020, one third vesting on January 21, 2021, and one third vesting on January 21, 2022. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:41 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 3,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000242 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,505 F1 · kind: Deferred Stock Units granted pursuant to the American Public Education, Inc. 2017 Omnibus Incentive Plan. Award vests in three equal annual installments, with one third vesting on February 7, 2021, one third vesting on February 7, 2022, and one third vesting on February 7, 2023. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:17 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 139 | $24.34 | $3,383.26 |
DisclosureSEC source: 0001123292-20-000211 · edgar.xml · nonDerivative · entry 2 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,820 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based deferred stock units. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:17 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 237 | $24.34 | $5,768.58 |
DisclosureSEC source: 0001123292-20-000211 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,959 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:22 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 377 | $27.88 | $10,510.76 |
DisclosureSEC source: 0001123292-20-000177 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,196 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:19 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 539 | $27.35 | $14,741.65 |
DisclosureSEC source: 0001123292-20-000159 · edgar.xml · nonDerivative · entry 2 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,573 F2 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of performance-based deferred stock units. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:19 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 367 | $27.35 | $10,037.45 |
DisclosureSEC source: 0001123292-20-000159 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,112 F1 · kind: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of deferred stock units. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 21:09 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 3,488 | $27.02 | $94,262.85 |
DisclosureSEC source: 0001123292-19-001286 · edgar.xml · nonDerivative · entry 1 Gay Robert E. · CIK 0001777082 · SVP, COO, APUS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,479 F1 · price: The price of $27.0249 per share represents a weighted average of sales prices ranging from $27.00 to $27.11 per share. The reporting person undertakes to provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. 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.