Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APi Group CorpAPG · Entity 3311 | CHIEF INFORMATION OFFICER | January 01, 2021 | January 05, 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.
APi Group Corp
Report date January 01, 2021 · Filed January 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,440 |
Reported balance
After 2021-01-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-01-01 · Exercise / conversion · Acquired 6,504 · Balance 27,440 F1: On January 1, 2021, 6,504 of the Reporting Person's restricted stock units vested. F2: Reflects the exempt distribution of 10,936 shares of the Issuer's Common Stock from the ESOP to the Reporting Person's IRA and therefore are now reported as held directly. |
| Common StockSEC Table I · non-derivative | Direct | 25,105 |
Reported balance
After 2021-01-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-01-01 · Tax withholding · Disposed 2,335 · Balance 25,105 F3: Shares withheld for tax liability. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,006 |
Reported balance
After 2021-01-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-01 · Exercise / conversion · Disposed 6,504 · Balance 13,006 F4: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F1: On January 1, 2021, 6,504 of the Reporting Person's restricted stock units vested. F5: These restricted stock units vest in equal installments on January 1, 2021, January 1, 2022 and January 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 1, 2021, 6,504 of the Reporting Person's restricted stock units vested.
F2: Reflects the exempt distribution of 10,936 shares of the Issuer's Common Stock from the ESOP to the Reporting Person's IRA and therefore are now reported as held directly.
F3: Shares withheld for tax liability.
F4: Each restricted stock unit represents a contingent right to receive one share of Common Stock.
F5: These restricted stock units vest in equal installments on January 1, 2021, January 1, 2022 and January 1, 2023.
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 |
|---|---|---|---|---|---|---|
| January 01, 2021 Filed Jan 5, 2021 18:26 UTC | APi Group Corp APG · Entity 3311 | Exercise / conversionRestricted Stock Units · Derivative | 6,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-000476 · doc4.xml · derivative · entry 3 Chepey Julius · CIK 0001805371 · CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,006 Underlying: Common Stock · 6,504 shares Expires not disclosed 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: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F1 · price: On January 1, 2021, 6,504 of the Reporting Person's restricted stock units vested. F5 · derivative.exercise_date: These restricted stock units vest in equal installments on January 1, 2021, January 1, 2022 and January 1, 2023. F5 · derivative.expiration_date: These restricted stock units vest in equal installments on January 1, 2021, January 1, 2022 and January 1, 2023. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:26 UTC | APi Group Corp APG · Entity 3311 | Tax withholdingCommon Stock | 2,335 | $18.15 | $42,380.25 |
DisclosureSEC source: 0000899243-21-000476 · doc4.xml · nonDerivative · entry 2 Chepey Julius · CIK 0001805371 · CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,105 F3 · shares: Shares withheld for tax liability. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:26 UTC | APi Group Corp APG · Entity 3311 | Exercise / conversionCommon Stock | 6,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-000476 · doc4.xml · nonDerivative · entry 1 Chepey Julius · CIK 0001805371 · CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,440 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: On January 1, 2021, 6,504 of the Reporting Person's restricted stock units vested. F2 · balance_after: Reflects the exempt distribution of 10,936 shares of the Issuer's Common Stock from the ESOP to the Reporting Person's IRA and therefore are now reported as held directly. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 17:03 UTC | APi Group Corp APG · Entity 3311 | PurchaseCommon Stock | 10,000 | $12.10 | $121,000.00 |
DisclosureSEC source: 0000899243-20-015634 · doc4.xml · nonDerivative · entry 1 Chepey Julius · CIK 0001805371 · CHIEF INFORMATION OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transaction ranged from $12.10 to $12.11 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased 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.