Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Huron Consulting Group Inc.HURN · Entity 4332 | EVP, Gen. Counsel, & Corp.Sec. | October 30, 2019 | November 01, 2019 |
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.
Huron Consulting Group Inc.
Report date October 30, 2019 · Filed November 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,871 |
Ending reported balance
After 2019-10-30 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2019-10-30 · Exercise / conversion · Acquired 3,072 · Balance 35,943 F1: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F2: Common stock acquired upon the exercise of options granted March 1, 2012. Row 2 · 2019-10-30 · Exercise / conversion · Acquired 4,832 · Balance 40,775 F1: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F3: Common stock acquired upon the exercise of options granted March 1, 2013. Row 3 · 2019-10-30 · Sale · Disposed 1,800 · Balance 38,975 F4: Automatic sale pursuant to a 10b5-1 trading plan. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4. Row 4 · 2019-10-30 · Sale · Disposed 4,404 · Balance 34,571 F4: Automatic sale pursuant to a 10b5-1 trading plan. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4. Row 5 · 2019-10-30 · Sale · Disposed 1,700 · Balance 32,871 F4: Automatic sale pursuant to a 10b5-1 trading plan. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.18 · Expires 2022-03-01 | Direct | 0 |
Reported balance
After 2019-10-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-10-30 · Exercise / conversion · Acquired 3,072 · Balance 0 F1: Automatic exercise and sale pursuant to a 10b5-1 trading plan. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.19 · Expires 2023-03-01 | Direct | 0 |
Reported balance
After 2019-10-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-10-30 · Exercise / conversion · Acquired 4,832 · Balance 0 F1: Automatic exercise and sale pursuant to a 10b5-1 trading plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic exercise and sale pursuant to a 10b5-1 trading plan.
F2: Common stock acquired upon the exercise of options granted March 1, 2012.
F3: Common stock acquired upon the exercise of options granted March 1, 2013.
F4: Automatic sale pursuant to a 10b5-1 trading plan.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4.
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 |
|---|---|---|---|---|---|---|
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 4,832 | $0.00 Strike: $39.19 | $0.00 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · derivative · entry 7 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,832 shares Expires 2023-03-01 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 3,072 | $0.00 Strike: $38.18 | $0.00 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · derivative · entry 6 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,072 shares Expires 2022-03-01 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 1,700 | $67.83 | $115,311.00 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · nonDerivative · entry 5 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,871 F4 · kind: Automatic sale pursuant to a 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 4,404 | $66.55 | $293,086.20 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · nonDerivative · entry 4 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,571 F4 · kind: Automatic sale pursuant to a 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 1,800 | $65.51 | $117,918.00 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · nonDerivative · entry 3 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,975 F4 · kind: Automatic sale pursuant to a 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.66 for the sale of 1,800 shares; prices ranging from $66.00 - $66.99 for the sale of 4,404 shares; and prices ranging from $67.61 - $68.38 for the sale of 1,700 shares. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 footnote (5) to this Form 4. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionCommon Stock | 4,832 | $39.19 | $189,366.08 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · nonDerivative · entry 2 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,775 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F3 · shares: Common stock acquired upon the exercise of options granted March 1, 2013. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 16:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionCommon Stock | 3,072 | $38.18 | $117,288.96 |
DisclosureSEC source: 0001567619-19-020265 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,943 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F2 · shares: Common stock acquired upon the exercise of options granted March 1, 2012. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:21 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 499 | $47.71 | $23,807.29 |
DisclosureSEC source: 0001567619-19-007219 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,871 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 19:59 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 1,065 | $45.82 | $48,798.30 |
DisclosureSEC source: 0001567619-19-006115 · doc1.xml · nonDerivative · entry 2 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,370 F2 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 19:59 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 2,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006115 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,435 F1 · kind: Huron Consulting Group Inc. awarded restricted stock to reporting person. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 14:15 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 497 | $36.65 | $18,215.05 |
DisclosureSEC source: 0001140361-18-013780 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,556 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:36 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 669 | $35.00 | $23,415.00 |
DisclosureSEC source: 0001140361-18-011664 · doc1.xml · nonDerivative · entry 2 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,053 F2 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:36 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 3,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-011664 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,722 F1 · kind: Huron Consulting Group Inc. awarded restricted stock to reporting person. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 15:02 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 658 | $40.45 | $26,616.10 |
DisclosureSEC source: 0001140361-18-000307 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,807 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 17:41 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 3,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-012505 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen. Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,465 F1 · kind: Huron Consulting Group Inc. awarded restricted stock to reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:06 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 733 | $43.45 | $31,848.85 |
DisclosureSEC source: 0001140361-17-010438 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen.Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,091 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 17:18 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 1,035 | $43.65 | $45,177.75 |
DisclosureSEC source: 0001140361-17-009323 · doc1.xml · nonDerivative · entry 3 Ratekin Diane E. · CIK 0001513158 · EVP, Gen.Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,824 F3 · kind: Shares withheld to satisfy tax liability associated with vesting of performance shares referenced in footnotes 1 and 2. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 17:18 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 4,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009323 · doc1.xml · nonDerivative · entry 2 Ratekin Diane E. · CIK 0001513158 · EVP, Gen.Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,859 F2 · shares: Relates to performance shares for which the performance condition has been satisfied, of which 2,034 shares vested on February 23, 2017 and 2,034 shares will vest on December 31, 2017. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 17:18 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009323 · doc1.xml · nonDerivative · entry 1 Ratekin Diane E. · CIK 0001513158 · EVP, Gen.Counsel, & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,791 F1 · shares: Relates to the component of a performance share award for which the performance condition has been satisfied. 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.