Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Chief Technology Officer | October 14, 2021 | October 15, 2021 |
| AMERICAN PUBLIC EDUCATION INCAPEI · Entity 5082 | Chief Inno & Tech Officer | August 12, 2026 | August 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.
2U, Inc.
Report date October 14, 2021 · Filed October 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,670 |
Reported balance
After 2021-10-14 transaction · row 1
1 source rowRow 1 · 2021-10-14 · Sale · Disposed 55,897 · Balance 113,670 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.98 to $34.38, inclusive. The reporting person undertakes to provide to 2U, Inc., any security holder of 2U, 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 footnote (2) to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2021.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.98 to $34.38, inclusive. The reporting person undertakes to provide to 2U, Inc., any security holder of 2U, 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 footnote (2) to this Form 4.
AMERICAN PUBLIC EDUCATION INC
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 44,729 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Sale · Disposed 1,313 · Balance 44,729 F1: The sales reported in this Form 4 were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan adopted on May 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan adopted on May 13, 2026.
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 |
|---|---|---|---|---|---|---|
| January 31, 2018 Filed Feb 20, 2018 17:34 UTC | 2U, Inc. TWOU · Entity 89183 | Tax withholdingCommon Stock | 2,667 | $74.27 | $198,078.09 |
DisclosureSEC source: 0001179110-18-002418 · edgar.xml · nonDerivative · entry 2 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,219 Read SEC document |
| December 22, 2017 Filed Dec 26, 2017 19:56 UTC | 2U, Inc. TWOU · Entity 89183 | SaleCommon Stock | 9,545 | $62.86 | $599,998.70 |
DisclosureSEC source: 0001179110-17-015868 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,726 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.53 to $63.45, inclusive. The reporting person undertakes to provide to 2U, Inc., any security holder of 2U, 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 footnote (2) to this Form 4. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:40 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,112 | $0.00 Strike: $25.52 | $0.00 |
DisclosureSEC source: 0001179110-17-008825 · edgar.xml · derivative · entry 6 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,503 Underlying: Common Stock · 13,112 shares Expires 2025-04-01 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. F5 · derivative.exercise_date: 25% of the underlying shares vested on April 1, 2016, and the remaining shares will vest in 36 equal monthly installments thereafter, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:40 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,695 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008825 · edgar.xml · derivative · entry 5 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,421 Underlying: Common Stock · 13,695 shares Expires 2024-03-06 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. F4 · derivative.exercise_date: 25% of the shares underlying this option vested on January 31, 2015 and the remaining shares vest in 36 equal monthly installments thereafter, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:40 UTC | 2U, Inc. TWOU · Entity 89183 | SaleCommon Stock | 16,295 | $43.80 | $713,721.00 |
DisclosureSEC source: 0001179110-17-008825 · edgar.xml · nonDerivative · entry 4 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,271 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.41 to $44.39, inclusive. The reporting person undertakes to provide to 2U, Inc., any security holder of 2U, 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 ranges set forth in footnote (2) and footnote (3) to this Form 4. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:40 UTC | 2U, Inc. TWOU · Entity 89183 | SaleCommon Stock | 10,512 | $44.60 | $468,835.20 |
DisclosureSEC source: 0001179110-17-008825 · edgar.xml · nonDerivative · entry 3 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,566 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.41 to $44.75, inclusive. The reporting person undertakes to provide to 2U, Inc., any security holder of 2U, 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 ranges set forth in footnote (2) and footnote (3) to this Form 4. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:40 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionCommon Stock | 13,112 | $25.52 | $334,618.24 |
DisclosureSEC source: 0001179110-17-008825 · edgar.xml · nonDerivative · entry 2 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,078 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2017. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:40 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionCommon Stock | 13,695 | $11.00 | $150,645.00 |
DisclosureSEC source: 0001179110-17-008825 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,966 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 18:55 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 31,342 | $0.00 Strike: $39.66 | $0.00 |
DisclosureSEC source: 0001179110-17-005791 · edgar.xml · derivative · entry 3 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,342 Underlying: Common Stock · 31,342 shares Expires 2027-04-03 F3 · derivative.exercise_date: The option award will vest as follows: 25% of the underlying shares will vest on April 1, 2018, and the remaining 75% of the underlying shares will vest in equal monthly installments each month thereafter for 36 months, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 18:55 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 15,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005791 · edgar.xml · nonDerivative · entry 2 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,271 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The restricted stock unit award will vest as to one-fourth of the underlying shares on each of April 1, 2018, 2019, 2020 and 2021, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 18:55 UTC | 2U, Inc. TWOU · Entity 89183 | Tax withholdingCommon Stock | 1,413 | $40.11 | $56,675.43 |
DisclosureSEC source: 0001179110-17-005791 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,143 Read SEC document |
| April 03, 2017 Filed Feb 20, 2018 17:34 UTC | 2U, Inc. TWOU · Entity 89183 | Tax withholdingCommon Stock | 2,840 | $40.11 | $113,912.40 |
DisclosureSEC source: 0001179110-18-002418 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,886 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 18:13 UTC | 2U, Inc. TWOU · Entity 89183 | Tax withholdingCommon Stock | 2,966 | $34.04 | $100,962.64 |
DisclosureSEC source: 0001179110-17-001541 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,556 Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 19:59 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,672 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-16-033367 · edgar.xml · derivative · entry 5 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,116 Underlying: Common Stock · 4,672 shares Expires 2024-03-06 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. F3 · derivative.exercise_date: 25% of the shares underlying this option vested on January 31, 2015 and the remaining shares vest in 36 equal monthly installments thereafter, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 19:59 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,565 | $0.00 Strike: $25.52 | $0.00 |
DisclosureSEC source: 0001179110-16-033367 · edgar.xml · derivative · entry 4 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,615 Underlying: Common Stock · 1,565 shares Expires 2025-04-01 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. F2 · derivative.exercise_date: 25% of the underlying shares vested on April 1, 2016, and the remaining shares will vest in 36 equal monthly installments thereafter, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 19:59 UTC | 2U, Inc. TWOU · Entity 89183 | SaleCommon Stock | 6,237 | $33.00 | $205,821.00 |
DisclosureSEC source: 0001179110-16-033367 · edgar.xml · nonDerivative · entry 3 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,522 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 19:59 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionCommon Stock | 4,672 | $11.00 | $51,392.00 |
DisclosureSEC source: 0001179110-16-033367 · edgar.xml · nonDerivative · entry 2 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,759 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 19:59 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionCommon Stock | 1,565 | $25.52 | $39,938.80 |
DisclosureSEC source: 0001179110-16-033367 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,087 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 16:50 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,336 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030034 · edgar.xml · derivative · entry 5 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,788 Underlying: Common Stock · 2,336 shares Expires 2024-03-06 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. F4 · derivative.exercise_date: 25% of the shares underlying this option vested on January 31, 2015 and the remaining shares vest in 36 equal monthly installments thereafter, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 16:50 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,132 | $0.00 Strike: $5.75 | $0.00 |
DisclosureSEC source: 0001179110-16-030034 · edgar.xml · derivative · entry 4 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,589 Underlying: Common Stock · 3,132 shares Expires 2023-02-25 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. F3 · derivative.exercise_date: 25% of the shares underlying this option vested on February 25, 2014 and the remaining shares vest in 36 equal monthly installments thereafter, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 16:50 UTC | 2U, Inc. TWOU · Entity 89183 | SaleCommon Stock | 5,468 | $36.58 | $200,019.44 |
DisclosureSEC source: 0001179110-16-030034 · edgar.xml · nonDerivative · entry 3 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,522 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.00 to $36.75, inclusive. The reporting person undertakes to provide to 2U, Inc., any security holder of 2U, 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 ranges set forth in footnote (2) to this Form 4. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 16:50 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionCommon Stock | 2,336 | $11.00 | $25,696.00 |
DisclosureSEC source: 0001179110-16-030034 · edgar.xml · nonDerivative · entry 2 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,990 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 16:50 UTC | 2U, Inc. TWOU · Entity 89183 | Exercise / conversionCommon Stock | 3,132 | $5.75 | $18,009.00 |
DisclosureSEC source: 0001179110-16-030034 · edgar.xml · nonDerivative · entry 1 Kenigsberg James · CIK 0001603516 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,654 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. 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.