Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Addus HomeCare CorpADUS · Entity 4454 | Chief Information Officer | March 04, 2019 | March 06, 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.
Addus HomeCare Corp
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,388 |
Ending reported balance
After 2019-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-04 · Sale · Disposed 228 · Balance 25,608 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 · 2019-03-05 · Sale · Disposed 220 · Balance 25,388 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. |
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.
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 05, 2019 Filed Mar 6, 2019 18:42 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 220 | $62.69 | $13,791.80 |
DisclosureSEC source: 0001209191-19-017523 · doc4.xml · nonDerivative · entry 2 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,388 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 04, 2019 Filed Mar 6, 2019 18:42 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 228 | $66.05 | $15,059.40 |
DisclosureSEC source: 0001209191-19-017523 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,608 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 16:34 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016530 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,836 F1 · shares: The shares vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 17:35 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 665 | $69.27 | $46,064.55 |
DisclosureSEC source: 0001209191-19-014166 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,994 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 |
| November 16, 2018 Filed Nov 19, 2018 16:39 UTC | Addus HomeCare Corp ADUS · Entity 4454 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $21.75 | $0.00 |
DisclosureSEC source: 0001209191-18-059201 · doc4.xml · derivative · entry 3 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2026-02-25 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 · derivative.exercise_date: The options vest in equal installments on each of the first four anniversaries of the grant date. Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 16:39 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 25,000 | $71.30 | $1,782,500.00 |
DisclosureSEC source: 0001209191-18-059201 · doc4.xml · nonDerivative · entry 2 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,659 Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 16:39 UTC | Addus HomeCare Corp ADUS · Entity 4454 | Exercise / conversionCommon Stock | 25,000 | $21.75 | $543,750.00 |
DisclosureSEC source: 0001209191-18-059201 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,659 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. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 17:15 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 239 | $34.03 | $8,133.17 |
DisclosureSEC source: 0001209191-18-017373 · doc4.xml · nonDerivative · entry 2 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,659 F2 · kind: This transaction reflects the sale of shares for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted pursuant to the Issuer's 2009 Long-Term Incentive Plan. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:15 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $37.25 | $0.00 |
DisclosureSEC source: 0001209191-18-017373 · doc4.xml · derivative · entry 4 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2028-03-02 F4 · 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 17:15 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: 0001209191-18-017373 · doc4.xml · derivative · entry 3 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,161 Underlying: Common Stock · 6,161 shares Expires 2028-03-02 F3 · 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 17:15 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017373 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,898 F1 · shares: The shares vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 18:09 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 725 | $35.90 | $26,027.50 |
DisclosureSEC source: 0001209191-18-014107 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,361 F1 · kind: This transaction reflects the sale of shares for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted pursuant to the Issuer's 2009 Long-Term Incentive Plan. Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 16:14 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 689 | $35.65 | $24,562.85 |
DisclosureSEC source: 0001209191-17-056627 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,086 F1 · kind: This transaction reflects the sale of shares for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted pursuant to the Company's 2009 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 16:40 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantEmployee Stock Option (right to buy) · Derivative | 6,740 | $0.00 Strike: $34.05 | $0.00 |
DisclosureSEC source: 0001209191-17-018759 · doc4.xml · derivative · entry 2 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,740 Underlying: Common Stock · 6,740 shares Expires 2027-03-03 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 03, 2017 Filed Mar 7, 2017 16:40 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018759 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,775 F1 · shares: The shares vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 09:19 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145510 · doc4.xml · nonDerivative · entry 1 ZOCCOLI JAMES · CIK 0001668083 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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.