Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Addus HomeCare CorpADUS · Entity 4454 | EVP/Chief Human Resources Off. | March 02, 2021 | March 04, 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.
Addus HomeCare Corp
Report date March 02, 2021 · Filed March 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,427 |
Ending reported balance
After 2021-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-02 · Sale · Disposed 326 · Balance 15,136 F1: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Row 2 · 2021-03-03 · Sale · Disposed 709 · Balance 14,427 F1: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.63 to $102.64, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.63 to $102.64, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
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 03, 2021 Filed Mar 4, 2021 22:26 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 709 | $102.64 | $72,771.76 |
DisclosureSEC source: 0001209191-21-017913 · doc4.xml · nonDerivative · entry 2 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,427 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.63 to $102.64, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:26 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 326 | $100.60 | $32,795.60 |
DisclosureSEC source: 0001209191-21-017913 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,136 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014843 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,462 F1 · shares: The shares vest in equal installments on each of February 24, 2022, February 24, 2023, and February 24, 2024, subject to customary provisions for continued service and acceleration on a change in control. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 13:51 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 988 | $94.17 | $93,039.96 |
DisclosureSEC source: 0001209191-20-047422 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,648 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:15 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046546 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,636 F1 · shares: The shares vest in equal installments on each of March 2, 2021, March 2, 2022 and March 2, 2023. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 20:47 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 359 | $80.75 | $28,989.25 |
DisclosureSEC source: 0001209191-20-016005 · doc4.xml · nonDerivative · entry 2 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,856 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 20:47 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 366 | $75.75 | $27,724.50 |
DisclosureSEC source: 0001209191-20-016005 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,215 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 18:40 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 990 | $83.21 | $82,377.90 |
DisclosureSEC source: 0001209191-19-046495 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,581 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:40 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 402 | $62.68 | $25,197.36 |
DisclosureSEC source: 0001209191-19-017521 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,571 F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016516 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,973 F1 · shares: The shares vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| November 19, 2018 Filed Nov 19, 2018 23:10 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 1,000 | $71.91 | $71,910.00 |
DisclosureSEC source: 0001209191-18-059287 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,537 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:13 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $37.25 | $0.00 |
DisclosureSEC source: 0001209191-18-017371 · doc4.xml · derivative · entry 3 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-03-02 F3 · derivative.exercise_date: The options vest in equal installments on each of the first four anniversaries of the grant date. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:13 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantEmployee Stock Option (right to buy) · Derivative | 6,161 | $0.00 Strike: $37.25 | $0.00 |
DisclosureSEC source: 0001209191-18-017371 · doc4.xml · derivative · entry 2 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,161 Underlying: Common Stock · 6,161 shares Expires 2028-03-02 F2 · derivative.exercise_date: The options vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:13 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017371 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,537 F1 · shares: The shares vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 13:09 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantEmployee Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $34.85 | $0.00 |
DisclosureSEC source: 0001209191-17-049109 · doc4.xml · derivative · entry 2 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2027-08-14 F2 · derivative.exercise_date: The options vest in equal installments on each of the first four anniversaries of the grant date. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 13:09 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049109 · doc4.xml · nonDerivative · entry 1 Manning Laurie · CIK 0001713085 · EVP/Chief Human Resources Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: The shares vest in equal installments on each of the first four anniversaries of the grant date. 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.