Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncASGN · Entity 4808 | Board Advisor | December 22, 2017 | December 27, 2017 |
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.
Everforth Inc
Report date December 22, 2017 · Filed December 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,575 |
Reported balance
After 2017-12-22 transaction · row 1
1 source rowRow 1 · 2017-12-22 · Grant · Acquired 816 · Balance 44,575 F1: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 60,504 |
Reported balance
Holding disclosure · report date 2017-12-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,504 |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| December 22, 2017 Filed Dec 27, 2017 22:01 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001388670-17-000020 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,575 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:46 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001388670-17-000018 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,759 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 22:31 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 50,000 | $54.19 | $2,709,260.00 |
DisclosureSEC source: 0001388670-17-000016 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,202 F1 · price: The $54.18523 share price is a weighted average of numerous open market trades made at prices ranging from $54.00 to $54.65. Read SEC document |
| May 02, 2017 Filed May 3, 2017 23:26 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 31,400 | $51.53 | $1,618,123.64 |
DisclosureSEC source: 0001388670-17-000014 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,202 F1 · price: The $51.53255 share price is a weighted average of numerous open market trades made at prices ranging from $51.50 to $51.78. Read SEC document |
| April 28, 2017 Filed May 1, 2017 21:41 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 118,150 | $52.01 | $6,144,922.43 |
DisclosureSEC source: 0001388670-17-000012 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,602 F1 · price: The $52.00945 share price is a weighted average of numerous open market trades made at prices ranging from $51.60 to $52.73. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,438 | $46.64 | $67,068.32 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 8 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,752 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 7 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,190 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 860 | $46.64 | $40,110.40 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 6 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,761 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 5 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,621 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 812 | $46.64 | $37,871.68 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 4 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,570 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 3 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,382 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 2,157 | $46.64 | $100,602.48 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 2 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,444 F2 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:09 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001388670-17-000010 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,601 F1 · shares: The acquired shares vested upon certification of performance targets on February 9, 2017, for performance awards previously granted to the executive officer. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 859 | $43.24 | $37,143.16 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 7 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,458 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,438 | $43.24 | $62,179.12 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 6 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,317 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,438 | $43.24 | $62,179.12 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 5 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,755 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 2,157 | $43.24 | $93,268.68 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 4 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,193 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 1,289 | $43.24 | $55,736.36 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 3 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,350 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 2,157 | $43.24 | $93,268.68 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 2 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,639 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 01:57 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 7,910 | $43.24 | $342,028.40 |
DisclosureSEC source: 0001388670-17-000008 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · Advisor, Board of Directors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,796 F1 · shares: Mr. McGowan elected to satisfy his tax withholding obligations upon vesting by having the issuer withhold a number of vested shares equal to that of his tax liability. Read SEC document |
| January 02, 2017 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 864 | $44.16 | $38,154.24 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 7 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,706 F3 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| January 02, 2017 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 947 | $44.16 | $41,819.52 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 6 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,570 F3 · shares: Executive officer elected to satisfy tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the executive officer's tax liability. Read SEC document |
| December 30, 2016 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 17,140 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 5 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,517 F2 · shares: On December 30, 2016, the Compensation Committee of the Board of Directors of the issuer eliminated performance targets for these restricted stock unit grants, and these grants vest on January 6, 2017. Read SEC document |
| December 30, 2016 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 24,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 4 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,377 F2 · shares: On December 30, 2016, the Compensation Committee of the Board of Directors of the issuer eliminated performance targets for these restricted stock unit grants, and these grants vest on January 6, 2017. Read SEC document |
| December 30, 2016 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 5,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 3 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,597 F2 · shares: On December 30, 2016, the Compensation Committee of the Board of Directors of the issuer eliminated performance targets for these restricted stock unit grants, and these grants vest on January 6, 2017. Read SEC document |
| December 15, 2016 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | GiftCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 2 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,472 F1 · shares: Shares gifted. Read SEC document |
| December 13, 2016 Filed Jan 6, 2017 02:06 UTC | Everforth Inc ASGN · Entity 4808 | GiftCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000019 · wf-form4_148366840312298.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,812 F1 · shares: Shares gifted. Read SEC document |
| September 13, 2016 Filed Sep 14, 2016 20:49 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 4,000 | $37.17 | $148,673.20 |
DisclosureSEC source: 0001388670-16-000038 · edgardoc.xml · nonDerivative · entry 1 McGowan Michael · CIK 0001388670 · COO, OAI; Pres, OGR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,106 F1 · shares: The $37.1683 share price is a weighted average of numerous open market trades made at prices ranging from $37.14 to $37.21. 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.