Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Addus HomeCare CorpADUS · Entity 4454 | Chief Human Resources Officer | June 08, 2017 | June 12, 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.
Addus HomeCare Corp
Report date June 08, 2017 · Filed June 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,086 |
Ending reported balance
After 2017-06-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-06-08 · Exercise / conversion · Acquired 5,245 · Balance 17,331 Row 2 · 2017-06-08 · Sale · Disposed 5,245 · Balance 12,086 F1: This price represents the weighted average purchase price of multiple transactions on the reported date at prices that ranged between $38.30 and $38.75. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the issuer, or a security holder of the issuer. Row 3 · 2017-06-09 · Exercise / conversion · Acquired 1,005 · Balance 13,091 Row 4 · 2017-06-09 · Sale · Disposed 1,005 · Balance 12,086 F2: This price represents the weighted average purchase price of multiple transactions on the reported date at prices that ranged between $38.85 and $39.025. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the issuer, or a security holder of the issuer. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2026-06-01 | Direct | 19,755 |
Reported balance
After 2017-06-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-06-08 · Exercise / conversion · Disposed 5,245 · Balance 19,755 F3: The options vest in equal installments on each of the first four anniversaries of the grant date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2026-06-01 | Direct | 18,750 |
Reported balance
After 2017-06-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-06-09 · Exercise / conversion · Disposed 1,005 · Balance 18,750 F3: The options vest in equal installments on each of the first four anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This price represents the weighted average purchase price of multiple transactions on the reported date at prices that ranged between $38.30 and $38.75. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the issuer, or a security holder of the issuer.
F2: This price represents the weighted average purchase price of multiple transactions on the reported date at prices that ranged between $38.85 and $39.025. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the issuer, or a security holder of the issuer.
F3: The options vest in equal installments on each of the first four anniversaries 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 |
|---|---|---|---|---|---|---|
| June 09, 2017 Filed Jun 12, 2017 21:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,005 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039214 · doc4.xml · derivative · entry 6 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 1,005 shares Expires 2026-06-01 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: The options vest in equal installments on each of the first four anniversaries of the grant date. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 21:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 1,005 | $38.94 | $39,134.70 |
DisclosureSEC source: 0001209191-17-039214 · doc4.xml · nonDerivative · entry 4 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,086 F2 · price: This price represents the weighted average purchase price of multiple transactions on the reported date at prices that ranged between $38.85 and $39.025. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 21:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | Exercise / conversionCommon Stock | 1,005 | $20.00 | $20,100.00 |
DisclosureSEC source: 0001209191-17-039214 · doc4.xml · nonDerivative · entry 3 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,091 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 |
| June 08, 2017 Filed Jun 12, 2017 21:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,245 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039214 · doc4.xml · derivative · entry 5 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,755 Underlying: Common Stock · 5,245 shares Expires 2026-06-01 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: The options vest in equal installments on each of the first four anniversaries of the grant date. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 21:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 5,245 | $38.51 | $201,984.95 |
DisclosureSEC source: 0001209191-17-039214 · doc4.xml · nonDerivative · entry 2 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,086 F1 · price: This price represents the weighted average purchase price of multiple transactions on the reported date at prices that ranged between $38.30 and $38.75. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 21:08 UTC | Addus HomeCare Corp ADUS · Entity 4454 | Exercise / conversionCommon Stock | 5,245 | $20.00 | $104,900.00 |
DisclosureSEC source: 0001209191-17-039214 · doc4.xml · nonDerivative · entry 1 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,331 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 |
| June 02, 2017 Filed Jun 6, 2017 21:21 UTC | Addus HomeCare Corp ADUS · Entity 4454 | SaleCommon Stock | 689 | $38.15 | $26,285.35 |
DisclosureSEC source: 0001209191-17-038182 · doc4.xml · nonDerivative · entry 1 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,086 F1 · kind: This transaction reflects the sale of shares for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted pursuant to the Company's 2009 Long-Term Incentive Plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:38 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantEmployee Stock Option (right to buy) · Derivative | 6,740 | $0.00 Strike: $34.05 | $0.00 |
DisclosureSEC source: 0001209191-17-018757 · doc4.xml · derivative · entry 2 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,740 Underlying: Common Stock · 6,740 shares Expires 2027-03-03 F2 · derivative.exercise_date: The options vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:38 UTC | Addus HomeCare Corp ADUS · Entity 4454 | GrantCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018757 · doc4.xml · nonDerivative · entry 1 BELGER BRENDA A · CIK 0001229526 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,775 F1 · shares: The shares vest in equal installments on each of the first three anniversaries of the grant date. 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.