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 | 193,754 |
Reported balance
After 2017-12-22 transaction · row 1
1 source rowRow 1 · 2017-12-22 · Grant · Acquired 816 · Balance 193,754 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. |
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 22:16 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001550339-17-000027 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,754 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 |
| October 27, 2017 Filed Oct 30, 2017 22:35 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 44,520 | $60.07 | $2,674,378.73 |
DisclosureSEC source: 0001550339-17-000025 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,938 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $60.0714 share price is a weighted average of numerous open market trades made at prices ranging from $60.00 to $60.24. Read SEC document |
| October 26, 2017 Filed Oct 26, 2017 21:15 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 126,744 | $58.64 | $7,432,496.30 |
DisclosureSEC source: 0001550339-17-000023 · edgardoc.xml · nonDerivative · entry 2 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,458 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F3 · price: The $58.6418 share price is a weighted average of numerous open market trades made at prices ranging from $57.72 to $60.11. Read SEC document |
| October 24, 2017 Filed Oct 26, 2017 21:15 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 2,322 | $57.02 | $132,411.12 |
DisclosureSEC source: 0001550339-17-000023 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,202 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $57.0246 share price is a weighted average of numerous open market trades made at prices ranging from $57.00 to $57.0400. Read SEC document |
| October 20, 2017 Filed Oct 20, 2017 20:45 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 26,414 | $57.07 | $1,507,460.19 |
DisclosureSEC source: 0001550339-17-000021 · edgardoc.xml · nonDerivative · entry 2 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,524 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F3 · price: The $57.0705 share price is a weighted average of numerous open market trades made at prices ranging from $57.00 to $57.20. Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 20:45 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 48,480 | $56.23 | $2,726,040.10 |
DisclosureSEC source: 0001550339-17-000021 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,938 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $56.2302 share price is a weighted average of numerous open market trades made at prices ranging from $56.00 to $56.45. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 21:33 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 1,520 | $56.01 | $85,139.00 |
DisclosureSEC source: 0001550339-17-000019 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,418 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $56.0125 share price is a weighted average of numerous open market trades made at prices ranging from $56.00 to $56.0800. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:03 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001550339-17-000017 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,938 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 |
| May 01, 2017 Filed May 1, 2017 21:33 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 50,000 | $50.85 | $2,542,390.00 |
DisclosureSEC source: 0001550339-17-000015 · edgardoc.xml · nonDerivative · entry 2 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,381 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F3 · price: The $50.8478 share price is a weighted average of numerous open market trades made at prices ranging from $50.44 to $51.41. Read SEC document |
| April 27, 2017 Filed May 1, 2017 21:33 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 100,000 | $51.29 | $5,129,330.00 |
DisclosureSEC source: 0001550339-17-000015 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,381 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $51.2933 share price is a weighted average of numerous open market trades made at prices ranging from $50.01 to $51.92. Read SEC document |
| April 25, 2017 Filed Apr 26, 2017 22:17 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 80,981 | $49.35 | $3,996,639.10 |
DisclosureSEC source: 0001550339-17-000013 · edgardoc.xml · nonDerivative · entry 2 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,381 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F3 · price: The $49.3528 share price is a weighted average of numerous open market trades made at prices ranging from $49.00 to $49.61. Read SEC document |
| April 24, 2017 Filed Apr 26, 2017 22:17 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 19,019 | $49.02 | $932,320.89 |
DisclosureSEC source: 0001550339-17-000013 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Board Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,362 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $49.0205 share price is a weighted average of numerous open market trades made at prices ranging from $49.00 to $49.0800. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 23:18 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 25,380 | $48.06 | $1,219,722.19 |
DisclosureSEC source: 0001550339-17-000011 · edgardoc.xml · nonDerivative · entry 2 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,381 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F3 · price: The $48.0584 share price is a weighted average of numerous open market trades made at prices ranging from $48.00 to $48.15. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 23:18 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 24,620 | $48.07 | $1,183,416.93 |
DisclosureSEC source: 0001550339-17-000011 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,761 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $48.0673 share price is a weighted average of numerous open market trades made at prices ranging from $48.00 to $48.49. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:40 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 48,779 | $47.08 | $2,296,442.15 |
DisclosureSEC source: 0001550339-17-000009 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,381 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $47.0785 share price is a weighted average of numerous open market trades made at prices ranging from $47.00 to $47.19. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:35 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 1,221 | $47.08 | $57,485.53 |
DisclosureSEC source: 0001550339-17-000004 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,160 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $47.0807 share price is a weighted average of numerous open market trades made at prices ranging from $47.00 to $47.16. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 22:45 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 50,000 | $46.24 | $2,311,965.00 |
DisclosureSEC source: 0001550339-17-000002 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,381 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/16. F2 · price: The $46.2393 share price is a weighted average of numerous open market trades made at prices ranging from $46.00 to $46.45. Read SEC document |
| December 21, 2016 Filed Jan 24, 2017 21:51 UTC | Everforth Inc ASGN · Entity 4808 | GiftCommon Stock | 5,285 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000029 · wf-form5_148529465575502.xml · nonDerivative · entry 2 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840,381 F1 · shares: Shares gifted. Read SEC document |
| December 09, 2016 Filed Jan 24, 2017 21:51 UTC | Everforth Inc ASGN · Entity 4808 | GiftCommon Stock | 1,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000029 · wf-form5_148529465575502.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845,666 F1 · shares: Shares gifted. Read SEC document |
| December 08, 2016 Filed Dec 8, 2016 22:49 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 100,000 | $45.03 | $4,502,940.00 |
DisclosureSEC source: 0001550339-16-000015 · edgardoc.xml · nonDerivative · entry 1 Veatch Jeffrey E. · CIK 0001550339 · Non-Exec Observer of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847,390 F1 · shares: The $45.0294 share price is the weighted average of numerous open market trades made at prices ranging from $45.00 to $45.13. 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.