Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHOLASTIC CORPSCHL · Entity 5192 | Director · EVP & CHIEF STRATEGY OFFICER | October 01, 2026 | October 05, 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.
SCHOLASTIC CORP
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,442 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 2,844 · Balance 71,442 F1: Represents shares withheld to cover taxes owed upon the vesting of 5,839 restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectEstate of M. Richard Robinson | 289,623 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 289,623 F2: As previously disclosed, Ms. Lucchese is a preliminary executor of the Estate of M. Richard Robinson, Jr. These securities are held by the Estate of M. Richard Robinson, Jr. Ms. Lucchese disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes owed upon the vesting of 5,839 restricted stock units.
F2: As previously disclosed, Ms. Lucchese is a preliminary executor of the Estate of M. Richard Robinson, Jr. These securities are held by the Estate of M. Richard Robinson, Jr. Ms. Lucchese disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| September 01, 2020 Filed Sep 3, 2020 20:07 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Exercise / conversionRestricted Stock Units · Derivative | 4,773 | $16.88 | $80,568.24 |
DisclosureSEC source: 0001179110-20-009527 · edgar.xml · derivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,773 shares Expires 2023-09-01 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. F1 · derivative.exercise_price: Acquired under the Scholastic Corporation Management Stock Purchase Plan in lieu of cash bonus; to be converted into shares of Common Stock on a one-for-one basis upon expiration of the deferral period selected by the reporting person. Vests on third anniversary of the award date. Price is equal to 75% of the lowest closing price for the underlying Common Stock in the fiscal quarter ended August 31, 2020. F1 · shares: Acquired under the Scholastic Corporation Management Stock Purchase Plan in lieu of cash bonus; to be converted into shares of Common Stock on a one-for-one basis upon expiration of the deferral period selected by the reporting person. Vests on third anniversary of the award date. Price is equal to 75% of the lowest closing price for the underlying Common Stock in the fiscal quarter ended August 31, 2020. Read SEC document |
| September 25, 2019 Filed Sep 26, 2019 21:18 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 277 | $38.19 | $10,578.63 |
DisclosureSEC source: 0001179110-19-010673 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,683 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 873 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 873 restricted stock units. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:44 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 191 | $39.05 | $7,458.55 |
DisclosureSEC source: 0001179110-19-010598 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,960 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 603 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 603 restricted stock units. Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 21:11 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 212 | $40.03 | $8,486.36 |
DisclosureSEC source: 0001179110-19-010538 · edgar.xml · nonDerivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,151 F2 · shares: Represents shares withheld to cover taxes owed upon the vesting of 670 restricted stock units. F2 · price: Represents shares withheld to cover taxes owed upon the vesting of 670 restricted stock units. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 21:11 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 216 | $38.26 | $8,264.16 |
DisclosureSEC source: 0001179110-19-010538 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,363 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 680 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 680 restricted stock units. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:59 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Exercise / conversionRestricted Stock Units · Derivative | 2,469 | $30.38 | $75,008.22 |
DisclosureSEC source: 0001179110-19-010071 · edgar.xml · derivative · entry 3 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,469 shares Expires 2019-09-03 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. F1 · derivative.exercise_price: Restricted stock units ("RSUs") acquired by the reporting person on 9/1/2015 under the MSPP in lieu of cash bonus; converted into shares of Common Stock on a one-for-one basis on 9/3/2019, the first business day following expiration of the deferral period selected by the reporting person. RSU price is equal to 75% of the lowest closing price for the underlying Common Stock in the fiscal quarter ended August 31, 2015. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:59 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 781 | $35.09 | $27,405.29 |
DisclosureSEC source: 0001179110-19-010071 · edgar.xml · nonDerivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,579 F1 · shares: Restricted stock units ("RSUs") acquired by the reporting person on 9/1/2015 under the MSPP in lieu of cash bonus; converted into shares of Common Stock on a one-for-one basis on 9/3/2019, the first business day following expiration of the deferral period selected by the reporting person. RSU price is equal to 75% of the lowest closing price for the underlying Common Stock in the fiscal quarter ended August 31, 2015. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:59 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Exercise / conversionCommon Stock | 2,469 | $35.09 | $86,637.21 |
DisclosureSEC source: 0001179110-19-010071 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,360 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 · shares: Restricted stock units ("RSUs") acquired by the reporting person on 9/1/2015 under the MSPP in lieu of cash bonus; converted into shares of Common Stock on a one-for-one basis on 9/3/2019, the first business day following expiration of the deferral period selected by the reporting person. RSU price is equal to 75% of the lowest closing price for the underlying Common Stock in the fiscal quarter ended August 31, 2015. Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 22:13 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantEmployee stock option (right to buy) · Derivative | 8,540 | $0.00 Strike: $42.94 | $0.00 |
DisclosureSEC source: 0001179110-18-011692 · edgar.xml · derivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,540 Underlying: Common Stock · 8,540 shares Expires 2028-09-25 F1 · derivative.exercise_date: The grant becomes exercisable in four equal annual installments beginning with the first anniversary of the date of grant. Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 22:13 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantCommon Stock | 3,493 | $42.94 | $149,989.42 |
DisclosureSEC source: 0001179110-18-011692 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,891 Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 20:39 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 246 | $43.03 | $10,585.38 |
DisclosureSEC source: 0001179110-18-011671 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,398 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. Read SEC document |
| September 21, 2018 Filed Sep 24, 2018 20:24 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 191 | $43.12 | $8,235.92 |
DisclosureSEC source: 0001179110-18-011628 · edgar.xml · nonDerivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,644 F2 · shares: Represents shares withheld to cover taxes owed upon the vesting of 602 restricted stock units. F2 · price: Represents shares withheld to cover taxes owed upon the vesting of 602 restricted stock units. Read SEC document |
| September 20, 2018 Filed Sep 24, 2018 20:24 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 212 | $42.73 | $9,058.76 |
DisclosureSEC source: 0001179110-18-011628 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,835 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 670 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 670 restricted stock units. Read SEC document |
| September 19, 2018 Filed Sep 20, 2018 20:50 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 216 | $42.83 | $9,251.28 |
DisclosureSEC source: 0001179110-18-011585 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,047 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 680 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 680 restricted stock units. Read SEC document |
| September 25, 2017 Filed Sep 26, 2017 20:24 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 269 | $36.28 | $9,759.32 |
DisclosureSEC source: 0001179110-17-012709 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,263 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 20:41 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 209 | $35.17 | $7,350.53 |
DisclosureSEC source: 0001179110-17-012614 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,532 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 603 restricted stock units. Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 21:39 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 232 | $38.61 | $8,957.52 |
DisclosureSEC source: 0001179110-17-012570 · edgar.xml · nonDerivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,741 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 670 restricted stock units. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 21:39 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantEmployee stock option (right to buy) · Derivative | 23,468 | $0.00 Strike: $38.60 | $0.00 |
DisclosureSEC source: 0001179110-17-012570 · edgar.xml · derivative · entry 3 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,468 Underlying: Common Stock · 23,468 shares Expires 2027-09-19 F2 · derivative.exercise_date: The grant becomes exercisable in four equal annual installments beginning with the first anniversary of the date of grant. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 21:39 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantCommon Stock | 2,720 | $38.60 | $104,992.00 |
DisclosureSEC source: 0001179110-17-012570 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,973 Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 21:27 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 194 | $39.04 | $7,573.76 |
DisclosureSEC source: 0001179110-17-012515 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,253 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 560 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 560 restricted stock units. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:20 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 2,720 | $0.00 Strike: $33.60 | $0.00 |
DisclosureSEC source: 0001179110-16-032955 · edgar.xml · derivative · entry 3 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,720 shares Expires 2016-12-12 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: Employee stock options vest ratably over a four year period beginning with the first anniversary after the date of grant. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:20 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 1,965 | $46.53 | $91,431.45 |
DisclosureSEC source: 0001179110-16-032955 · edgar.xml · nonDerivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,447 F2 · shares: Reflects shares removed to cover taxes upon the auto-exercise of stock options. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:20 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Exercise / conversionCommon Stock | 2,720 | $33.60 | $91,392.00 |
DisclosureSEC source: 0001179110-16-032955 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,412 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. F1 · shares: Reflects the auto-exercise of employee stock options upon expiration. Read SEC document |
| September 23, 2016 Filed Sep 26, 2016 20:32 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 313 | $38.69 | $12,109.97 |
DisclosureSEC source: 0001179110-16-030025 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,681 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. Read SEC document |
| September 23, 2016 Filed Oct 6, 2016 22:17 UTC Amendment | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 302 | $38.69 | $11,684.38 |
DisclosureSEC source: 0001179110-16-030560 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,692 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. F2 · shares: This form is being amended because an incorrect number of shares were withheld by the Company's service provider. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 775 restricted stock units. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 20:03 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 234 | $38.56 | $9,023.04 |
DisclosureSEC source: 0001179110-16-029925 · edgar.xml · nonDerivative · entry 3 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,994 F2 · shares: Represents shares withheld to cover taxes owed upon the vesting of 602 restricted stock units F2 · price: Represents shares withheld to cover taxes owed upon the vesting of 602 restricted stock units Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:03 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantEmployee stock option (right to buy) · Derivative | 19,806 | $0.00 Strike: $39.16 | $0.00 |
DisclosureSEC source: 0001179110-16-029925 · edgar.xml · derivative · entry 4 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,806 Underlying: Common Stock · 19,806 shares Expires 2026-09-20 F3 · derivative.exercise_date: The grant becomes exercisable in four equal annual installments beginning with the first anniversary of the date of grant. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:03 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantCommon Stock | 2,681 | $39.16 | $104,987.96 |
DisclosureSEC source: 0001179110-16-029925 · edgar.xml · nonDerivative · entry 2 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,228 Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:03 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 218 | $39.21 | $8,547.78 |
DisclosureSEC source: 0001179110-16-029925 · edgar.xml · nonDerivative · entry 1 Lucchese Iole · CIK 0001676522 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,547 F1 · shares: Represents shares withheld to cover taxes owed upon the vesting of 559 restricted stock units. F1 · price: Represents shares withheld to cover taxes owed upon the vesting of 559 restricted stock units. 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.