Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RE/MAX Holdings, Inc.RMAX · Entity 9537 | President | August 04, 2017 | August 07, 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.
RE/MAX Holdings, Inc.
Report date August 04, 2017 · Filed August 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,397 |
Reported balance
After 2017-08-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-08-04 · Sale · Disposed 1,200 · Balance 18,397 F1: Includes 12,103 unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 12,103 unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| August 04, 2017 Filed Aug 7, 2017 15:24 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleClass A Common Stock | 1,200 | $60.00 | $72,000.00 |
DisclosureSEC source: 0001209191-17-047859 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,397 F1 · balance_after: Includes 12,103 unvested restricted stock units. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 18:31 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleClass A Common Stock | 200 | $60.00 | $12,000.00 |
DisclosureSEC source: 0001209191-17-046809 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,597 F1 · balance_after: Includes 12,103 unvested restricted stock units. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 19:12 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 821 | $59.45 | $48,808.45 |
DisclosureSEC source: 0001209191-17-025324 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,797 F1 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of restricted stock units on April 1, 2017. F2 · balance_after: Includes 12,103 unvested restricted stock units. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 19:18 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 2,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019446 · doc4.xml · nonDerivative · entry 2 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,618 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 6, 2017, the reporting person was granted performance-based RSUs which will vest, if at all, following the performance period of January 1, 2017 through December 31, 2019. The number set forth above is the target amount. The number of RSUs that vest will range from 0-150% of such amount. F4 · balance_after: Includes 14,671 unvested RSUs. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 19:18 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019446 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,912 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 6, 2017, the reporting person was granted restricted stock units ("RSUs") which vest in three equal annual installments beginning on March 1, 2018. F2 · balance_after: Includes 11,965 unvested RSUs. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:39 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 803 | $57.50 | $46,172.50 |
DisclosureSEC source: 0001209191-17-017837 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,108 F1 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of restricted stock units on March 1, 2017. F2 · balance_after: Includes 10,161 unvested restricted stock units granted pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan which are scheduled to vest as follows: 5,137 vest in equal installments on April 1, 2017 and 2018 and 5,024 vest in equal installments on March 1, 2018 and 2019. Read SEC document |
| December 05, 2016 Filed Dec 5, 2016 19:36 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GiftClass A Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153526 · doc4.xml · nonDerivative · entry 3 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,911 F3 · price: The reporting person made a bona fide gift of shares for which he received no consideration. F2 · balance_after: Includes 12,672 unvested restricted stock units granted pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan which are scheduled to vest as follows: 5,137 vest in equal installments on April 1, 2017 and 2018 and 7,535 vest in equal installments on March 1, 2017, 2018 and 2019. Read SEC document |
| December 05, 2016 Filed Dec 5, 2016 19:36 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleClass A Common Stock | 700 | $53.00 | $37,100.00 |
DisclosureSEC source: 0001209191-16-153526 · doc4.xml · nonDerivative · entry 2 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,511 F2 · balance_after: Includes 12,672 unvested restricted stock units granted pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan which are scheduled to vest as follows: 5,137 vest in equal installments on April 1, 2017 and 2018 and 7,535 vest in equal installments on March 1, 2017, 2018 and 2019. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 19:36 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 726 | $49.00 | $35,574.00 |
DisclosureSEC source: 0001209191-16-153526 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,211 F1 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of restricted stock units on December 1, 2016. F2 · balance_after: Includes 12,672 unvested restricted stock units granted pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan which are scheduled to vest as follows: 5,137 vest in equal installments on April 1, 2017 and 2018 and 7,535 vest in equal installments on March 1, 2017, 2018 and 2019. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 20:42 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleClass A Common Stock | 1,000 | $48.80 | $48,800.00 |
DisclosureSEC source: 0001209191-16-150349 · doc4.xml · nonDerivative · entry 1 LEWIS GEOFFREY D · CIK 0001247928 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,937 F1 · balance_after: Includes 14,945 unvested restricted stock units granted pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan which are scheduled to vest as follows: (i) 2,273 vest on December 1, 2016, (ii) 5,137 vest in equal installments on April 1, 2017 and 2018 and (iii) 7,535 vest in equal installments on March 1, 2017, 2018 and 2019. 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.