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 |
|---|---|---|---|---|---|---|
| April 06, 2021 Filed Apr 9, 2021 01:40 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 25,240 | $22.50 | $567,900.00 |
DisclosureSEC source: 0001725579-21-000017 · wf-form4_161793242792758.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,040 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 |
| March 15, 2021 Filed Mar 16, 2021 20:43 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 47.578 | $153.19 | $7,288.47 |
DisclosureSEC source: 0001127602-21-010820 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,802.088 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, 2020 Filed Dec 16, 2020 21:17 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 46.01 | $134.42 | $6,184.66 |
DisclosureSEC source: 0001127602-20-031538 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,754.51 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, 2020 Filed Sep 14, 2020 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 51.041 | $120.77 | $6,164.22 |
DisclosureSEC source: 0001127602-20-025060 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,708.5 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 15, 2020 Filed Jun 16, 2020 20:52 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 53.69 | $114.41 | $6,142.67 |
DisclosureSEC source: 0001127602-20-019745 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,657.459 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 14, 2020 Filed May 18, 2020 20:20 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,426 | $84.20 | $120,069.20 |
DisclosureSEC source: 0001179110-20-006199 · edgar.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 13, 2020 Filed May 13, 2020 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,256 | $103.47 | $129,958.32 |
DisclosureSEC source: 0001127602-20-016439 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,603.769 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 |
| May 05, 2020 Filed May 7, 2020 20:36 UTC | Pluralsight, Inc. PS · Entity 140372 | GrantClass A Common Stock | 15,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001012683-20-000002 · wf-form4_158888378852583.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,280 F1 · shares: The reported securities represent restricted stock units, which will vest in full upon the earlier of the one-year anniversary of the grant date 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. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:23 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,961 | $30.90 Strike: $0.00 | $91,494.90 |
DisclosureSEC source: 0000109380-20-000161 · wf-form4_158862376651317.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,680.376 Underlying: Common Stock · 2,961 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 16, 2020 Filed Mar 17, 2020 20:26 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 56.904 | $98.72 | $5,617.56 |
DisclosureSEC source: 0001127602-20-011075 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,347.769 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 13, 2019 Filed Dec 16, 2019 21:28 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 34.894 | $136.50 | $4,763.03 |
DisclosureSEC source: 0001127602-19-035057 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,290.865 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 13, 2019 Filed Sep 13, 2019 20:22 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 38.774 | $122.50 | $4,749.82 |
DisclosureSEC source: 0001127602-19-028342 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,255.971 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 13, 2019 Filed Sep 16, 2019 23:08 UTC | Pluralsight, Inc. PS · Entity 140372 | PurchaseClass A Common Stock | 14,600 | $17.11 | $249,770.96 |
DisclosureSEC source: 0001012683-19-000004 · wf-form4_156867530164269.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 14,600 F1 · price: The sale price represents the weighted average price of the shares purchased, ranging from $17.1068 to $17.1515 per share. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares purchased at each separate price within the range set forth in this Form 4. F2 · 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 |
| June 14, 2019 Filed Jun 17, 2019 20:14 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 38.819 | $122.02 | $4,736.69 |
DisclosureSEC source: 0001127602-19-021813 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,217.197 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 31, 2019 Filed May 31, 2019 21:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,124 | $43.07 Strike: $0.00 | $91,480.68 |
DisclosureSEC source: 0000109380-19-000162 · wf-form4_155933663597767.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,507.972 Underlying: Common Stock · 2,124 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 |
| May 16, 2019 Filed May 17, 2019 20:23 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,069 | $121.51 | $129,894.19 |
DisclosureSEC source: 0001127602-19-019000 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,178.378 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, 2019 Filed May 2, 2019 22:28 UTC | Pluralsight, Inc. PS · Entity 140372 | GrantClass A Common Stock | 5,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001012683-19-000002 · wf-form4_155683610277840.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,240 F1 · shares: The reported securities represent restricted stock units, which will vest in full on the date of the 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. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 20:14 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 35.393 | $123.22 | $4,361.13 |
DisclosureSEC source: 0001127602-19-011796 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,109.378 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, 2018 Filed Dec 18, 2018 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.834 | $103.75 | $3,199.03 |
DisclosureSEC source: 0001127602-18-036550 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,073.985 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, 2018 Filed Sep 18, 2018 20:29 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 25.49 | $125.25 | $3,192.62 |
DisclosureSEC source: 0001127602-18-027892 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,043.151 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 15, 2018 Filed Jun 18, 2018 20:41 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 31.501 | $101.10 | $3,184.75 |
DisclosureSEC source: 0001127602-18-021190 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,017.661 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 01, 2018 Filed Jun 5, 2018 21:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,644 | $55.66 Strike: $0.00 | $91,505.04 |
DisclosureSEC source: 0000109380-18-000183 · wf-form4_152823285105800.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,272.929 Underlying: Common Stock · 1,644 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 |
| May 17, 2018 Filed May 21, 2018 20:11 UTC | Pluralsight, Inc. PS · Entity 140372 | GrantStock Option (right to buy) · Derivative | 80,721 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0000899243-18-013529 · doc4.xml · derivative · entry 2 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,721 Underlying: Class A Common Stock · 80,721 shares Expires 2028-05-17 F2 · derivative.exercise_date: Shares subject to the option vest in four equal semiannual installments beginning on November 16, 2018. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:11 UTC | Pluralsight, Inc. PS · Entity 140372 | GrantClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-013529 · doc4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · shares: The shares are represented by restricted stock units ("RSUs"). 100% of the RSUs will vest on the earlier of: (i) the date of the Issuer's next annual meeting of stockholders or (ii) May 17, 2019. Read SEC document |
| May 16, 2018 Filed May 18, 2018 22:58 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018204 · form4.xml · derivative · entry 3 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,847 Underlying: Common Stock · 1,247 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. F2 · derivative.exercise_price: Restricted stock units granted in 2017 convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: RSUs vested 25% per quarter. F3 · derivative.expiration_date: RSUs vested 25% per quarter. Read SEC document |
| May 16, 2018 Filed May 18, 2018 22:58 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018204 · form4.xml · nonDerivative · entry 2 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,986.16 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 |
| May 16, 2018 Filed May 18, 2018 22:58 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,054 | $94.80 | $99,919.20 |
DisclosureSEC source: 0001127602-18-018204 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,739.16 F1 · shares: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 16:47 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 28.981 | $100.55 | $2,914.04 |
DisclosureSEC source: 0001127602-18-011942 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,685.16 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, 2017 Filed Dec 18, 2017 21:20 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 22.889 | $101.65 | $2,326.67 |
DisclosureSEC source: 0001127602-17-034929 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,656.179 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, 2017 Filed Sep 18, 2017 20:15 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.878 | $75.15 | $2,320.48 |
DisclosureSEC source: 0001127602-17-027621 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,633.29 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 15, 2017 Filed Jun 19, 2017 19:22 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 29.163 | $75.40 | $2,198.89 |
DisclosureSEC source: 0001127602-17-021714 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,602.412 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 02, 2017 Filed Jun 5, 2017 21:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,282 | $40.10 Strike: $0.00 | $91,508.20 |
DisclosureSEC source: 0000109380-17-000175 · wf-form4_149669894522896.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,282 Underlying: Common Stock · 2,282 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 |
| May 17, 2017 Filed May 19, 2017 18:12 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 1,247 | $80.15 | $99,947.05 |
DisclosureSEC source: 0001127602-17-018776 · form4.xml · derivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 Underlying: Common Stock · 1,247 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU is granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · derivative.exercise_date: RSUs vest at 25% on each of August 17, 2017; November 17, 2017; February 17, 2018; and May 16, 2018. F2 · derivative.expiration_date: RSUs vest at 25% on each of August 17, 2017; November 17, 2017; February 17, 2018; and May 16, 2018. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 15:16 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 26.306 | $83.40 | $2,193.92 |
DisclosureSEC source: 0001127602-17-012301 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,573.249 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 31, 2016 Filed Jan 4, 2017 21:04 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 307.303 | $69.15 | $21,250.00 |
DisclosureSEC source: 0001127602-17-000582 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,546.943 F1 · shares: Represents deferred stock units that were awarded in lieu of the quarterly cash retainer and committee fees in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. The deferred stock units are payable in common stock on a one-for-one basis after the director leaves the Board. Read SEC document |
| December 16, 2016 Filed Dec 16, 2016 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 28.828 | $70.00 | $2,017.96 |
DisclosureSEC source: 0001127602-16-070277 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,239.64 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 30, 2016 Filed Oct 4, 2016 20:08 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 400.717 | $53.03 | $21,250.02 |
DisclosureSEC source: 0001127602-16-063991 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,210.812 F1 · shares: Represents deferred stock units that were awarded in lieu of the quarterly cash retainer and committee fees in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. The deferred stock units are payable in common stock on a one-for-one basis after the director leaves the Board. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 18:02 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 34.482 | $56.25 | $1,939.61 |
DisclosureSEC source: 0001127602-16-062897 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,810.095 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 |
| March 12, 2009 Filed Mar 13, 2009 20:22 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 52,462 | $1.58 | $82,889.96 |
DisclosureSEC source: 0001181431-09-015586 · rrd237355.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,761.4 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 22:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 47,589 | $3.19 | $151,808.91 |
DisclosureSEC source: 0001181431-09-004364 · rrd230672.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,223.4 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| March 12, 2008 Filed May 29, 2008 21:19 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 66,341 | $21.90 | $1,452,536.20 |
DisclosureSEC source: 0001181431-08-035275 · rrd208938.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,812.4 Read SEC document |
| January 22, 2008 Filed Jan 25, 2008 00:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 377,579.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-005293 · rrd191637.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,153.4 F1 · shares: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan. Read SEC document |
| July 17, 2007 Filed Jul 19, 2007 20:41 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 277,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-046690 · rrd166273.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,574 F1 · shares: Award of restricted stock pursuant to the Reporting Person's offer letter dated February 23, 2007 that was filed as Exhibit 10.01 to the Issuer's quarterly report on Form 10-Q for the quarter ended March 31, 2007, which was filed with the Securities and Exchange Commission on May 4, 2007. The restricted stock vests 50% on March 12, 2008 and 50% on March 12, 2009. Read SEC document |
| January 27, 2007 Filed Jan 30, 2007 21:58 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 6,500 | $57.75 | $375,375.00 |
DisclosureSEC source: 0001127602-07-000398 · form4.xml · nonDerivative · entry 2 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,280 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted stock award. Read SEC document |
| January 26, 2007 Filed Jan 30, 2007 21:58 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 577 | $57.75 | $33,321.75 |
DisclosureSEC source: 0001127602-07-000398 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,780 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted stock award. Read SEC document |
| January 25, 2007 Filed Jan 29, 2007 21:07 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $57.77 | $0.00 |
DisclosureSEC source: 0001127602-07-000365 · form4.xml · derivative · entry 3 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2017-01-24 F1 · derivative.exercise_date: These options will become exercisable in four equal annual installments (25% on Jan. 25, 2008, 2009, 2010, and 2011, respectively) subject to award requirements including continuous employment. Read SEC document |
| January 25, 2007 Filed Jan 29, 2007 21:07 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 32,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-000365 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,357 F2 · shares: Restricted Stock Award will vest 100% after 3 years subject to the Company's achievement of certain financial performance requirements during the vesting period and other award requirements, including continuous employment. Read SEC document |
| January 24, 2007 Filed Jan 26, 2007 16:58 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 27,000 | $58.06 | $1,567,620.00 |
DisclosureSEC source: 0001127602-07-000310 · form4.xml · nonDerivative · entry 3 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,334 Read SEC document |
| January 24, 2007 Filed Jan 26, 2007 16:58 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 25,000 | $58.14 | $1,453,500.00 |
DisclosureSEC source: 0001127602-07-000310 · form4.xml · nonDerivative · entry 2 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,334 Read SEC document |
| January 24, 2007 Filed Jan 26, 2007 16:58 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 831 | $58.29 | $48,438.99 |
DisclosureSEC source: 0001127602-07-000310 · form4.xml · nonDerivative · entry 1 CRITTENDEN GARY L · CIK 0001012683 · Member, Global Leadership Team 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,334 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted stock award. 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.