Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phoenix Education Partners, Inc.PXED · Entity 4921 | Director · Chief Executive Officer | October 08, 2026 | October 13, 2026 |
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.
Phoenix Education Partners, Inc.
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 185,588 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Tax withholding · Disposed 20,801 · Balance 185,588 F1: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of 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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Tax withholdingCommon Stock, par value $0.01 per share | 20,801 | $26.15 | $543,946.15 |
DisclosureSEC source: 0000950142-26-002738 · es260842129_4-lynne.xml · nonDerivative · entry 1 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,588 F1 · kind: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 20:15 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,260 | Not disclosed Strike: $11.04 | Not disclosed |
DisclosureSEC source: 0000950142-26-002442 · es260824604_4-lynne.xml · derivative · entry 3 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,260 shares Expires 2026-08-31 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. F1 · kind: The stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") were exercised by the Reporting Person because such stock options were scheduled to expire prior to the expiration of certain restrictions on transfer of the Issuer's common stock by the Reporting Person, as previously disclosed in connection with the Issuer's initial public offering. The Reporting Person remains subject to such restrictions, which will expire on October 8, 2026. No shares of the Issuer's common stock were sold by the Reporting Person in connection with this transaction. F1 · price: The stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") were exercised by the Reporting Person because such stock options were scheduled to expire prior to the expiration of certain restrictions on transfer of the Issuer's common stock by the Reporting Person, as previously disclosed in connection with the Issuer's initial public offering. The Reporting Person remains subject to such restrictions, which will expire on October 8, 2026. No shares of the Issuer's common stock were sold by the Reporting Person in connection with this transaction. F1 · derivative.underlying_shares: The stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") were exercised by the Reporting Person because such stock options were scheduled to expire prior to the expiration of certain restrictions on transfer of the Issuer's common stock by the Reporting Person, as previously disclosed in connection with the Issuer's initial public offering. The Reporting Person remains subject to such restrictions, which will expire on October 8, 2026. No shares of the Issuer's common stock were sold by the Reporting Person in connection with this transaction. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 20:15 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Tax withholdingCommon Stock, par value $0.01 per share | 45,249 | $28.74 | $1,300,456.26 |
DisclosureSEC source: 0000950142-26-002442 · es260824604_4-lynne.xml · nonDerivative · entry 2 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,389 Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 20:15 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionCommon Stock, par value $0.01 per share | 75,260 | $11.04 | $830,870.40 |
DisclosureSEC source: 0000950142-26-002442 · es260824604_4-lynne.xml · nonDerivative · entry 1 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,638 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 |
| October 09, 2025 Filed Oct 14, 2025 20:37 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 277,200 | Not disclosed Strike: $10.61 | Not disclosed |
DisclosureSEC source: 0000950142-25-002795 · es250691614_4-lynne.xml · derivative · entry 6 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,200 Underlying: Common Stock · 277,200 shares Expires 2030-08-31 F4 · price: Consists of (i) 118,593 stock options granted under the University Equity Plan that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO and (ii) 158,607 stock options granted under the University Equity Plan that vest and become exercisable for shares of the Issuer's common stock on the twelve-month anniversary of the closing of the IPO. F4 · derivative.exercise_date: Consists of (i) 118,593 stock options granted under the University Equity Plan that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO and (ii) 158,607 stock options granted under the University Equity Plan that vest and become exercisable for shares of the Issuer's common stock on the twelve-month anniversary of the closing of the IPO. F4 · derivative.underlying_shares: Consists of (i) 118,593 stock options granted under the University Equity Plan that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO and (ii) 158,607 stock options granted under the University Equity Plan that vest and become exercisable for shares of the Issuer's common stock on the twelve-month anniversary of the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:37 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 277,200 | Not disclosed Strike: $10.61 | Not disclosed |
DisclosureSEC source: 0000950142-25-002795 · es250691614_4-lynne.xml · derivative · entry 5 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,200 Underlying: Common Stock · 277,200 shares Expires 2033-02-17 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:37 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 115,584 | Not disclosed Strike: $5.23 | Not disclosed |
DisclosureSEC source: 0000950142-25-002795 · es250691614_4-lynne.xml · derivative · entry 4 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,584 Underlying: Common Stock · 115,584 shares Expires 2028-11-12 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:37 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 75,260 | Not disclosed Strike: $11.04 | Not disclosed |
DisclosureSEC source: 0000950142-25-002795 · es250691614_4-lynne.xml · derivative · entry 3 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,260 Underlying: Common Stock · 75,260 shares Expires 2026-08-31 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:37 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantCommon Stock, par value $0.01 per share | 152,340 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-002795 · es250691614_4-lynne.xml · nonDerivative · entry 2 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,378 F2 · price: Consists of restricted stock units granted under the Phoenix Education Partners, Inc. 2025 Omnibus Incentive Plan (the "Omnibus Incentive Plan") that will vest and become exercisable for shares of the Issuer's common stock in accordance with the following: (i) 1/3 of such units shall vest on the first anniversary of the date of grant and (ii) the remaining 2/3 of such units shall vest in eight?equal installments on each three-month anniversary thereafter over two years. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:37 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantCommon Stock, par value $0.01 per share | 24,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-002795 · es250691614_4-lynne.xml · nonDerivative · entry 1 Lynne Christopher Mark · CIK 0002085223 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,038 F1 · price: Consists of shares of common stock in The University of Phoenix, Inc. held by the Reporting Person that became shares of common stock of the Issuer in connection with the closing of the Issuer's initial public offering (the "IPO"). 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.