Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RE/MAX Holdings, Inc.RMAX · Entity 9537 | Director | March 01, 2018 | June 05, 2018 |
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.
RE/MAX Holdings, Inc.
Report date March 01, 2018 · Filed June 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-01 · Gift · Disposed 1,804 · Balance 0 F1: The reporting person gifted shares to the Richard O. Covey Living Trust. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,920 |
Reported balance
After 2018-06-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-06-01 · Grant · Acquired 1,920 · Balance 1,920 F2: Pursuant to the RE/MAX Holdings, Inc. Omnibus Incentive Plan, on June 1, 2018. the reporting person was granted restricted stock units ("RSUs") which vest on March 1, 2019. F3: Includes 1,920 unvested RSUs. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy the Richard O. Covey Living Trust | 8,927 |
Reported balance
After 2018-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-03-01 · Gift · Acquired 1,804 · Balance 8,927 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person gifted shares to the Richard O. Covey Living Trust.
F2: Pursuant to the RE/MAX Holdings, Inc. Omnibus Incentive Plan, on June 1, 2018. the reporting person was granted restricted stock units ("RSUs") which vest on March 1, 2019.
F3: Includes 1,920 unvested RSUs.
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 |
|---|---|---|---|---|---|---|
| June 01, 2018 Filed Jun 5, 2018 21:24 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035831 · doc4.xml · nonDerivative · entry 3 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,920 F2 · shares: Pursuant to the RE/MAX Holdings, Inc. Omnibus Incentive Plan, on June 1, 2018. the reporting person was granted restricted stock units ("RSUs") which vest on March 1, 2019. F3 · balance_after: Includes 1,920 unvested RSUs. Read SEC document |
| March 01, 2018 Filed Jun 5, 2018 21:24 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035831 · doc4.xml · nonDerivative · entry 2 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Richard O. Covey Living Trust Disclosed balance after: 8,927 Read SEC document |
| March 01, 2018 Filed Jun 5, 2018 21:24 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035831 · doc4.xml · nonDerivative · entry 1 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person gifted shares to the Richard O. Covey Living Trust. Read SEC document |
| March 13, 2017 Filed Mar 16, 2017 15:55 UTC Amendment | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020982 · doc4a.xml · nonDerivative · entry 5 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Richard O. Covey Living Trust Disclosed balance after: 7,123 F3 · shares: The reporting person gifted shares to the Richard O. Covey Living Trust. Read SEC document |
| March 13, 2017 Filed Mar 16, 2017 15:55 UTC Amendment | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020982 · doc4a.xml · nonDerivative · entry 4 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,804 F3 · shares: The reporting person gifted shares to the Richard O. Covey Living Trust. F2 · balance_after: Includes 1,804 unvested restricted stock units. Read SEC document |
| March 10, 2017 Filed Mar 16, 2017 15:55 UTC Amendment | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 5,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020982 · doc4a.xml · nonDerivative · entry 3 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Richard O. Covey Living Trust Disclosed balance after: 5,623 F3 · shares: The reporting person gifted shares to the Richard O. Covey Living Trust. Read SEC document |
| March 10, 2017 Filed Mar 16, 2017 15:55 UTC Amendment | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 5,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020982 · doc4a.xml · nonDerivative · entry 2 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,304 F3 · shares: The reporting person gifted shares to the Richard O. Covey Living Trust. F2 · balance_after: Includes 1,804 unvested restricted stock units. Read SEC document |
| March 10, 2017 Filed Mar 16, 2017 15:55 UTC Amendment | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020982 · doc4a.xml · nonDerivative · entry 1 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,927 F1 · price: The reporting person made a bona fide gift of shares for which no consideration was received. F2 · balance_after: Includes 1,804 unvested restricted stock units. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 23:45 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019417 · doc4.xml · nonDerivative · entry 2 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,927 F3 · price: The reporting person made a bona fide gift of shares for which no consideration was received. F2 · balance_after: Includes 1,804 unvested restricted stock units. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:45 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019417 · doc4.xml · nonDerivative · entry 1 Covey Richard O. · CIK 0001586576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,427 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 6, 2017 the reporting person was granted 1,804 restricted stock units which vest on March 1, 2018. F2 · balance_after: Includes 1,804 unvested restricted 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.