Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Chief Financial Officer | March 12, 2009 | March 13, 2009 |
| Extra Space Storage Inc.EXR · Entity 3142 | Director | May 14, 2026 | May 18, 2026 |
| Primerica, Inc.PRI · Entity 3587 | Director | March 13, 2026 | March 16, 2026 |
| TJX COMPANIES INC /DE/TJX · Entity 2870 | Director | June 06, 2006 | June 08, 2006 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | May 01, 2026 | May 04, 2026 |
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.
CITIGROUP INC
Report date March 12, 2009 · Filed March 13, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 488,761.4 |
Reported balance
After 2009-03-12 transaction · row 1
1 source rowRow 1 · 2009-03-12 · Tax withholding · Disposed 52,462 · Balance 488,761.4 F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock.
Extra Space Storage Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,514 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,407 · Balance 8,514 F1: Stock awards vest over one year on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock awards vest over one year on the anniversary of the grant date.
Primerica, Inc.
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,808.478 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 99.777 · Balance 20,808.478 F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.
TJX COMPANIES INC /DE/
Report date June 06, 2006 · Filed June 08, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,449.2 |
Reported balance
After 2006-06-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2006-06-06 · Grant · Acquired 2,213.77 · Balance 8,449.2 F1: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $50,000 plus an amount equal to the aggregate dividends for which there has been a record date since June 1, 2005. Shares will be delivered to each Director upon Director's retirement. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,146.84 |
Reported balance
After 2006-06-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2006-06-06 · Grant · Acquired 2,146.84 · Balance 2,146.84 F2: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $50,000. Shares vest on June 6, 2007 based on each Director's service as a director until the 2007 annual meeting. Vested shares will be delivered to each Director upon Director's retirement or, if a Director makes an irrevocable advance election, when such Director's deferred shares vest. |
Filing footnotes · ownership attribution and instrument terms
F1: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $50,000 plus an amount equal to the aggregate dividends for which there has been a record date since June 1, 2005. Shares will be delivered to each Director upon Director's retirement.
F2: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $50,000. Shares vest on June 6, 2007 based on each Director's service as a director until the 2007 annual meeting. Vested shares will be delivered to each Director upon Director's retirement or, if a Director makes an irrevocable advance election, when such Director's deferred shares vest.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security | Direct | 31,748.67 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,055 · Balance 31,748.67 F1: Each unit is the economic equivalent of one share of common stock. F2: The phantom stock units are settled in cash upon the earlier of death or retirement |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit is the economic equivalent of one share of common stock.
F2: The phantom stock units are settled in cash upon the earlier of death or retirement
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERICAN EXPRESS CO
Report date December 31, 2007 · Filed February 14, 2008
Section 16 reporting ended · disclosed 2008-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 411 |
Reported balance
After 2007-01-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2007-01-23 · Other · Acquired 15 · Balance 411 F1: The phantom stock converts into common stock on a one-for-one basis. F2: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan. F3: The units are to be settled following the reporting person's retirement or other termination of service. F4: Includes phantom stock units acquired pursuant to a dividend reinvestment feature of the Company's Supplemental Retirement Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock converts into common stock on a one-for-one basis.
F2: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan.
F3: The units are to be settled following the reporting person's retirement or other termination of service.
F4: Includes phantom stock units acquired pursuant to a dividend reinvestment feature of the Company's Supplemental Retirement Plan.
Pluralsight, Inc.
Report date April 06, 2021 · Filed April 09, 2021
Section 16 reporting ended · disclosed 2021-04-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-04-06 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2021-04-06 · Other · Disposed 25,240 · Balance 15,040 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Row 2 · 2021-04-06 · Other · Disposed 15,040 · Balance 0 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F2: These shares represent unvested restricted share units ("RSUs"), which will vest in full upon the earlier of the one-year anniversary of the grant date, May 5, 2020, or the day prior to our next annual meeting of stockholders, and will be settled with shares of Class A Common Stock, subject to the Reporting Person's continued service on the Issuer's Board of Directors through such date. In connection with the Offer, the unvested RSUs fully vested pursuant to the Issuer's Outside Director Compensation Policy and were cancelled and converted into the right to receive a cash payment of $338,400, which represents $22.50 for each outstanding unvested unit. Row 3 · 2021-04-06 · Exercise / conversion · Acquired 144,423 · Balance 144,423 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Row 4 · 2021-04-06 · Other · Disposed 144,423 · Balance 0 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Row 5 · 2021-04-06 · Exercise / conversion · Acquired 80,721 · Balance 80,721 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Row 6 · 2021-04-06 · Tax withholding · Disposed 53,814 · Balance 26,907 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F3: The shares listed as disposed of were withheld by the Issuer to cover the Reporting Person's exercise price in connection with the vesting of options previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person. Row 7 · 2021-04-06 · Other · Disposed 26,907 · Balance 0 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Last balance in matching sequence
After 2021-04-06 transaction · row 10
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 8 · 2021-04-06 · Other · Disposed 14,600 · Balance 0 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. Row 9 · 2021-04-06 · Exercise / conversion · Acquired 35,335 · Balance 35,335 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. Row 10 · 2021-04-06 · Other · Disposed 35,335 · Balance 0 F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-04-06 · Exercise / conversion · Disposed 144,423 · Balance 0 F5: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2028-05-17 | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-04-06 · Exercise / conversion · Disposed 80,721 · Balance 0 F6: Shares subject to the option vest in four equal semiannual installments beginning on November 17, 2018. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2021-04-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2021-04-06 · Exercise / conversion · Disposed 35,335 · Balance 0 F5: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. F4: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options).
F2: These shares represent unvested restricted share units ("RSUs"), which will vest in full upon the earlier of the one-year anniversary of the grant date, May 5, 2020, or the day prior to our next annual meeting of stockholders, and will be settled with shares of Class A Common Stock, subject to the Reporting Person's continued service on the Issuer's Board of Directors through such date. In connection with the Offer, the unvested RSUs fully vested pursuant to the Issuer's Outside Director Compensation Policy and were cancelled and converted into the right to receive a cash payment of $338,400, which represents $22.50 for each outstanding unvested unit.
F3: The shares listed as disposed of were withheld by the Issuer to cover the Reporting Person's exercise price in connection with the vesting of options previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person.
F4: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member.
F5: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date.
F6: Shares subject to the option vest in four equal semiannual installments beginning on November 17, 2018.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 16:42 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,407 | $142.19 | $200,061.33 |
DisclosureSEC source: 0001628280-26-035993 · wk-form4_1779136946.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,514 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,055 | $63.26 | $129,999.30 |
DisclosureSEC source: 0000109380-26-000074 · wk-form4_1777927953.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,748.67 Underlying: Common Stock · 2,055 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:26 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 99.777 | $249.06 | $24,850.46 |
DisclosureSEC source: 0001475922-26-000025 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,808.478 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 21:30 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 83.116 | $258.08 | $21,450.58 |
DisclosureSEC source: 0001475922-25-000036 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,708.701 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 20:16 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 77.926 | $274.23 | $21,369.65 |
DisclosureSEC source: 0001475922-25-000014 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,625.585 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 18:01 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 81.501 | $261.16 | $21,284.80 |
DisclosureSEC source: 0001127602-25-017441 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,547.659 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 21, 2025 Filed May 23, 2025 17:26 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,375 | $145.41 | $199,938.75 |
DisclosureSEC source: 0001628280-25-027499 · wk-form4_1748021156.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,107 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 14, 2025 Filed May 14, 2025 20:14 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 552 | $271.30 | $149,757.60 |
DisclosureSEC source: 0001127602-25-014266 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,466.158 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 14, 2025; November 14, 2025; February 14, 2026; and May 14, 2026. Read SEC document |
| May 02, 2025 Filed May 6, 2025 20:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,789 | $46.61 | $129,995.29 |
DisclosureSEC source: 0000109380-25-000080 · wk-form4_1746564075.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,715.224 Underlying: Common Stock · 2,789 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:19 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 74.569 | $276.70 | $20,633.24 |
DisclosureSEC source: 0001127602-25-009673 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,914.158 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 12, 2024 Filed Dec 12, 2024 21:22 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 62.932 | $282.83 | $17,799.06 |
DisclosureSEC source: 0001127602-24-029269 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,839.589 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 20:37 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 71.037 | $249.66 | $17,735.10 |
DisclosureSEC source: 0001127602-24-023903 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,776.657 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 21:13 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 66.681 | $220.89 | $14,729.17 |
DisclosureSEC source: 0001127602-24-018584 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,705.62 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 23, 2024 Filed May 28, 2024 21:21 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,402 | $142.63 | $199,967.26 |
DisclosureSEC source: 0001628280-24-025463 · wk-form4_1716931281.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,732 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 08, 2024 Filed May 8, 2024 20:22 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 684 | $219.21 | $149,939.64 |
DisclosureSEC source: 0001127602-24-014598 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,638.939 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 8, 2024; November 8, 2024; February 8, 2025; and May 8, 2025. Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,874 | $41.76 | $120,018.24 |
DisclosureSEC source: 0000109380-24-000095 · wk-form4_1714431563.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,084.739 Underlying: Common Stock · 2,874 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 20:32 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 57.551 | $246.27 | $14,173.08 |
DisclosureSEC source: 0001127602-24-009768 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,954.939 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:29 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,247 | $247.33 | $308,425.50 |
DisclosureSEC source: 0001127602-24-005739 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,897.388 Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:22 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 57.614 | $212.55 | $12,245.86 |
DisclosureSEC source: 0001127602-23-029570 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,144.388 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:46 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 60.53 | $201.66 | $12,206.48 |
DisclosureSEC source: 0001127602-23-024003 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,086.774 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 12, 2023 Filed Jun 12, 2023 20:20 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 63.174 | $192.57 | $12,165.42 |
DisclosureSEC source: 0001127602-23-018544 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,026.244 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 24, 2023 Filed May 26, 2023 23:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,093 | $146.46 | $160,080.78 |
DisclosureSEC source: 0001628280-23-019999 · wf-form4_168514311341781.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,330 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 17, 2023 Filed May 18, 2023 20:21 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 720 | $180.46 | $129,931.20 |
DisclosureSEC source: 0001127602-23-016139 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,963.07 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 17, 2023; November 17, 2023; February 17, 2024; and May 8, 2024. Read SEC document |
| May 05, 2023 Filed May 9, 2023 21:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 4,419 | $23.76 Strike: $0.00 | $104,995.44 |
DisclosureSEC source: 0000109380-23-000131 · wk-form4_1683666724.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,182.89 Underlying: Common Stock · 4,419 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 20:39 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 71.812 | $162.25 | $11,651.50 |
DisclosureSEC source: 0001127602-23-010315 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,243.07 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:42 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 69.715 | $140.86 | $9,820.05 |
DisclosureSEC source: 0001127602-22-027562 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,171.258 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 20:26 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 76.611 | $127.63 | $9,777.86 |
DisclosureSEC source: 0001127602-22-022455 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,101.543 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 14, 2022 Filed Jun 14, 2022 20:27 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 85.151 | $114.28 | $9,731.06 |
DisclosureSEC source: 0001127602-22-017438 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,024.932 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 25, 2022 Filed May 27, 2022 20:53 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 928 | $172.45 | $160,033.60 |
DisclosureSEC source: 0001628280-22-015635 · wf-form4_165368477475406.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,237 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 11, 2022 Filed May 11, 2022 20:59 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,090 | $119.26 | $129,993.40 |
DisclosureSEC source: 0001127602-22-014163 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,939.781 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 21:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,858 | $56.51 Strike: $0.00 | $104,995.58 |
DisclosureSEC source: 0000109380-22-000136 · wf-form4_165126901320854.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,183.544 Underlying: Common Stock · 1,858 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 20:09 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 71.93 | $126.40 | $9,091.95 |
DisclosureSEC source: 0001127602-22-009310 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,849.781 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:36 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 51.515 | $150.35 | $7,745.28 |
DisclosureSEC source: 0001127602-21-031005 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,777.851 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 20:21 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 51.708 | $149.32 | $7,721.04 |
DisclosureSEC source: 0001127602-21-025324 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,726.336 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 14, 2021 Filed Jun 14, 2021 21:03 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 47.54 | $161.93 | $7,698.15 |
DisclosureSEC source: 0001127602-21-019803 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,674.628 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 26, 2021 Filed May 27, 2021 22:12 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 883 | $147.29 | $130,057.07 |
DisclosureSEC source: 0001179110-21-006047 · edgar.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,309 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 12, 2021 Filed May 12, 2021 20:44 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 825 | $157.46 | $129,904.50 |
DisclosureSEC source: 0001127602-21-016414 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,627.088 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| April 30, 2021 Filed May 3, 2021 21:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,882 | $55.80 Strike: $0.00 | $105,015.60 |
DisclosureSEC source: 0000109380-21-000188 · wf-form4_162007678556848.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,058.615 Underlying: Common Stock · 1,882 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass B Common Stock · Derivative | 35,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · derivative · entry 13 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 35,335 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. F5 · derivative.exercise_price: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. F5 · derivative.exercise_date: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. F5 · derivative.expiration_date: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. F4 · ownership.nature: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 80,721 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · derivative · entry 12 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 80,721 shares Expires 2028-05-17 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. F6 · derivative.exercise_date: Shares subject to the option vest in four equal semiannual installments beginning on November 17, 2018. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass B Common Stock · Derivative | 144,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · derivative · entry 11 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 144,423 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. F5 · derivative.exercise_price: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. F5 · derivative.exercise_date: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. F5 · derivative.expiration_date: One share of the Issuer's Class B common stock (the "Class B Common Stock"), was issued for each limited liability company unit of Pluralsight Holdings, LLC (each an "LLC Unit") held by the reporting person pursuant to a reclassification of Pluralsight Holdings, LLC that occurred prior to the Issuer's initial public offering. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer one-to-one voting rights on the holders thereof. Each share of Class B Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 35,335 | $22.50 | $795,037.50 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 10 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4 · ownership.nature: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 35,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 9 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 35,335 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: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4 · ownership.nature: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 14,600 | $22.50 | $328,500.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 8 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4 · ownership.nature: The shares are held of record by Bear Mountain Ranch Asset Management, LLC, of which the reporting person is a managing member. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 26,907 | $22.50 | $605,407.50 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 7 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Tax withholdingClass A Common Stock | 53,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 6 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,907 F1 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F3 · shares: The shares listed as disposed of were withheld by the Issuer to cover the Reporting Person's exercise price in connection with the vesting of options previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 80,721 | $15.00 | $1,210,815.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 5 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,721 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: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 144,423 | $22.50 | $3,249,517.50 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 4 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 144,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 3 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,423 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: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 15,040 | $22.50 | $338,400.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 2 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class B Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F2 · shares: These shares represent unvested restricted share units ("RSUs"), which will vest in full upon the earlier of the one-year anniversary of the grant date, May 5, 2020, or the day prior to our next annual meeting of stockholders, and will be settled with shares of Class A Common Stock, subject to the Reporting Person's continued service on the Issuer's Board of Directors through such date. In connection with the Offer, the unvested RSUs fully vested pursuant to the Issuer's Outside Director Compensation Policy and were cancelled and converted into the right to receive a cash payment of $338,400, which represents $22.50 for each outstanding unvested unit. 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.