Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRINET GROUP, INC.TNET · Entity 4202 | Director | August 04, 2026 | August 06, 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.
TRINET GROUP, INC.
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 86,449 |
Reported balance
After 2026-08-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 5,773 · Balance 86,449 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.08 to $69.0650, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein. F2: Shares held directly by the Lowell Revocable Living Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust. |
| Common StockSEC Table I · non-derivative | Direct | 4,735 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,735 F3: The total securities beneficially owned includes shares of unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.08 to $69.0650, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein.
F2: Shares held directly by the Lowell Revocable Living Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.
F3: The total securities beneficially owned includes shares of 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 |
|---|---|---|---|---|---|---|
| February 17, 2018 Filed Feb 20, 2018 23:18 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionCommon Stock | 7,588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000937098-18-000033 · wf-form4_151916870872828.xml · nonDerivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,588 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 · price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 23:40 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantRestricted Stock Units · Derivative | 4,836 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-18-000016 · wf-form4_151873803892182.xml · derivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,836 Underlying: Common Stock · 4,836 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of TNET common stock. F2 · derivative.exercise_date: The Restricted Stock Units will vest 100% on February 14, 2019. The Restricted Stock Units are also subject to accelerated vesting upon certain events. F2 · derivative.expiration_date: The Restricted Stock Units will vest 100% on February 14, 2019. The Restricted Stock Units are also subject to accelerated vesting upon certain events. Read SEC document |
| August 04, 2017 Filed Aug 7, 2017 20:31 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 20,000 | $39.15 | $783,010.00 |
DisclosureSEC source: 0000937098-17-000176 · wf-form4_150213786715376.xml · nonDerivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 134,663 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.84 to $39.66, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein. F2 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| May 10, 2017 Filed May 11, 2017 21:07 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 8,558 | $31.06 | $265,802.07 |
DisclosureSEC source: 0000937098-17-000117 · wf-form4_149453682731124.xml · nonDerivative · entry 2 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 154,663 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.80 to $31.30, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein. F2 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:07 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 21,442 | $31.09 | $666,726.12 |
DisclosureSEC source: 0000937098-17-000117 · wf-form4_149453682731124.xml · nonDerivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 163,221 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.725 to $31.295, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein. F2 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 22:06 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 16,807 | $29.20 | $490,824.91 |
DisclosureSEC source: 0000937098-17-000081 · wf-form4_148961559569350.xml · nonDerivative · entry 2 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 184,663 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.945 to $29.49, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein. F2 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 22:06 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 29,209 | $29.27 | $854,827.67 |
DisclosureSEC source: 0000937098-17-000081 · wf-form4_148961559569350.xml · nonDerivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 201,470 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.11 to $29.36, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, 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 herein. F2 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantRestricted Stock Units · Derivative | 7,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000050 · wf-form4_148780666811472.xml · derivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,588 Underlying: Common Stock · 7,588 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Units represents a contingent right to receive one share of TNET common stock. F2 · derivative.exercise_date: The Restricted Stock Units will vest 100% on February 17, 2018. The Restricted Stock Units are also subject to accelerated vesting upon certain events. F2 · derivative.expiration_date: The Restricted Stock Units will vest 100% on February 17, 2018. The Restricted Stock Units are also subject to accelerated vesting upon certain events. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:39 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionRestricted Stock Units · Derivative | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000020 · wf-form4_148651076582867.xml · derivative · entry 6 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,663 shares Expires not disclosed 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. F2 · derivative.exercise_price: Restricted Stock Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The Restricted Stock Units vested 100% on February 5, 2017. The Restricted Stock Units are also subject to accelerated vesting upon certain events. F3 · derivative.expiration_date: The Restricted Stock Units vested 100% on February 5, 2017. The Restricted Stock Units are also subject to accelerated vesting upon certain events. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:39 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000020 · wf-form4_148651076582867.xml · nonDerivative · entry 5 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 230,679 F1 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:39 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000020 · wf-form4_148651076582867.xml · nonDerivative · entry 4 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:39 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionCommon Stock | 14,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000937098-17-000020 · wf-form4_148651076582867.xml · nonDerivative · entry 3 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,663 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. F2 · price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| March 17, 2016 Filed Feb 7, 2017 23:39 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000020 · wf-form4_148651076582867.xml · nonDerivative · entry 2 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 216,016 F1 · ownership.nature: The insider and his wife are trustees of the trust and share voting and dispositive power over the shares held by the trust. Read SEC document |
| March 17, 2016 Filed Feb 7, 2017 23:39 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000020 · wf-form4_148651076582867.xml · nonDerivative · entry 1 LOWELL WAYNE B · CIK 0001263523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.