Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN PUBLIC EDUCATION INCAPEI · Entity 5082 | SVP, Chief Innovation Officer | March 04, 2020 | March 10, 2020 |
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 04, 2020 · Filed March 10, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 17,439 |
Last balance in matching sequence
After 2020-03-04 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-03-04 · Grant · Acquired 493 · Balance 17,489 F1: 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: 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. Row 2 · 2020-03-04 · Tax withholding · Disposed 50 · Balance 17,439 F3: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
F3: The issuer withheld shares of Common Stock from the reporting person to pay the tax withholding obligations related to the vesting of 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 04, 2020 Filed Mar 6, 2020 23:54 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 2,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000503 · edgar.xml · nonDerivative · entry 1 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,562 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 01:04 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 50 | $23.65 | $1,182.50 |
DisclosureSEC source: 0001123292-20-000524 · edgar.xml · nonDerivative · entry 2 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,439 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 01:04 UTC Amendment | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000524 · edgar.xml · nonDerivative · entry 1 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,489 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 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 |
| February 07, 2020 Filed Feb 11, 2020 21:43 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 2,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000246 · edgar.xml · nonDerivative · entry 1 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,996 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 21:16 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 130 | $24.34 | $3,164.20 |
DisclosureSEC source: 0001123292-20-000208 · edgar.xml · nonDerivative · entry 2 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,575 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 21:16 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 234 | $24.34 | $5,695.56 |
DisclosureSEC source: 0001123292-20-000208 · edgar.xml · nonDerivative · entry 1 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,705 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 21:24 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 304 | $27.88 | $8,475.52 |
DisclosureSEC source: 0001123292-20-000181 · edgar.xml · nonDerivative · entry 1 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,939 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 21:21 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 607 | $27.35 | $16,601.45 |
DisclosureSEC source: 0001123292-20-000163 · edgar.xml · nonDerivative · entry 2 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,243 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 21:21 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | Tax withholdingCommon Stock, par value $.01 | 413 | $27.35 | $11,295.55 |
DisclosureSEC source: 0001123292-20-000163 · edgar.xml · nonDerivative · entry 1 Bevilacqua Amy · CIK 0001777254 · SVP, Chief Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,850 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.