Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stride, Inc.LRN · Entity 4119 | EVP, Business Operations | November 15, 2017 | November 16, 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.
Stride, Inc.
Report date November 15, 2017 · Filed November 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,292 |
Ending reported balance
After 2017-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-11-15 · Grant · Acquired 8,213 · Balance 124,210 F1: Acquisition is in connection with the September 21, 2015 award and achievement of performance objectives. Row 2 · 2017-11-15 · Tax withholding · Disposed 3,918 · Balance 120,292 F2: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition is in connection with the September 21, 2015 award and achievement of performance objectives.
F2: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day.
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 |
|---|---|---|---|---|---|---|
| November 15, 2017 Filed Nov 16, 2017 23:48 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 3,918 | $15.11 | $59,200.98 |
DisclosureSEC source: 0001179110-17-014250 · edgar.xml · nonDerivative · entry 2 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,292 F2 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 23:48 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 8,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-014250 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,210 F1 · kind: Acquisition is in connection with the September 21, 2015 award and achievement of performance objectives. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:57 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 2,385 | $16.08 | $38,350.80 |
DisclosureSEC source: 0001179110-17-013782 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,997 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 21:31 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 30,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012638 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,382 F1 · kind: These shares are restricted and will vest as follows: 80% vest semi-annually, with 20% vesting in the first year and 40% vesting in each of the next two years following the grant date. The remaining 20% will only begin vesting upon the achievement of a performance objective. Upon certification of the extent to which the performance objective was achieved, the shares will vest as follows: 20% will vest immediately and 40% will vest semi-annually in each of the following two years. Read SEC document |
| September 08, 2017 Filed Sep 12, 2017 21:37 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 530 | $17.51 | $9,280.30 |
DisclosureSEC source: 0001179110-17-012207 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,872 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 20:59 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,060 | $17.01 | $18,030.60 |
DisclosureSEC source: 0001179110-17-011838 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,402 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| August 06, 2017 Filed Aug 8, 2017 20:50 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 2,053 | $18.09 | $37,138.77 |
DisclosureSEC source: 0001179110-17-011231 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,462 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:25 UTC | Stride, Inc. LRN · Entity 4119 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,231 | $0.00 Strike: $12.25 | $0.00 |
DisclosureSEC source: 0001179110-17-006649 · edgar.xml · derivative · entry 3 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 25,231 shares Expires 2022-11-03 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_date: Shares vest 25% on the one-year anniversary of the grant date and the remaining 75% vest quarterly for the following three years. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:25 UTC | Stride, Inc. LRN · Entity 4119 | SaleCommon Stock | 25,231 | $20.55 | $518,497.05 |
DisclosureSEC source: 0001179110-17-006649 · edgar.xml · nonDerivative · entry 2 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,515 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.62, inclusive. The reporting person undertakes to provide to K12 Inc., any security holder of K12 Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:25 UTC | Stride, Inc. LRN · Entity 4119 | Exercise / conversionCommon Stock | 25,231 | $12.25 | $309,079.75 |
DisclosureSEC source: 0001179110-17-006649 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,746 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 03, 2017 Filed May 4, 2017 20:13 UTC | Stride, Inc. LRN · Entity 4119 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,269 | $0.00 Strike: $12.25 | $0.00 |
DisclosureSEC source: 0001179110-17-006558 · edgar.xml · derivative · entry 4 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,731 Underlying: Common Stock · 12,269 shares Expires 2022-11-03 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. F3 · derivative.exercise_date: Shares vest 25% on the one-year anniversary of the grant date and the remaining 75% vest quarterly for the following three years. Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:13 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,628 | $20.32 | $33,080.96 |
DisclosureSEC source: 0001179110-17-006558 · edgar.xml · nonDerivative · entry 3 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,515 F2 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:13 UTC | Stride, Inc. LRN · Entity 4119 | SaleCommon Stock | 12,269 | $20.54 | $252,005.26 |
DisclosureSEC source: 0001179110-17-006558 · edgar.xml · nonDerivative · entry 2 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,143 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.56, inclusive. The reporting person undertakes to provide to K12 Inc., any security holder of K12 Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:13 UTC | Stride, Inc. LRN · Entity 4119 | Exercise / conversionCommon Stock | 12,269 | $12.25 | $150,295.25 |
DisclosureSEC source: 0001179110-17-006558 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,412 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 |
| February 24, 2017 Filed Feb 27, 2017 22:04 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,031 | $18.08 | $18,640.48 |
DisclosureSEC source: 0001179110-17-003263 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,143 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 22:06 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 2,285 | $18.37 | $41,975.45 |
DisclosureSEC source: 0001179110-17-001912 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,174 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 20:14 UTC | Stride, Inc. LRN · Entity 4119 | Tax withholdingCommon Stock | 1,655 | $10.90 | $18,039.50 |
DisclosureSEC source: 0001179110-16-031234 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,459 F1 · kind: Represents the number of shares withheld by the Company upon the vesting of restricted shares to cover the executive's withholding tax on income associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of K12 common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of K12 common stock on the most recent prior market day. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:33 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 4,750 | $10.53 | $50,017.50 |
DisclosureSEC source: 0001179110-16-031150 · edgar.xml · nonDerivative · entry 1 Zarella Joseph · CIK 0001640130 · EVP, Business Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,114 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.