Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| New Oriental Education & Technology Group Inc.EDU · Entity 8942 | Director | July 15, 2026 | July 16, 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.
New Oriental Education & Technology Group Inc.
Report date July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| ADSSEC Table I · non-derivative | Direct | 274,901 |
Reported balance
After 2026-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-15 · Exercise / conversion · Acquired 150,000 · Balance 274,901 F1: These ADSs, each representing ten underlying common shares, were acquired upon vesting and settlement of restricted share units. |
| ADSSEC Table I · non-derivative | Direct | 206,591 |
Reported balance
After 2026-07-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-16 · Tax withholding · Disposed 68,310 · Balance 206,591 F2: Represents ADSs sold pursuant to a sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted share units. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 3,000,000 |
Reported balance
After 2026-07-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-15 · Exercise / conversion · Disposed 1,500,000 · Balance 3,000,000 F3: Each restricted share unit represents a contingent right to receive 1/10 ADS of the Issuer. F4: These restricted shares units were vested on July 15, 2026 and do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These ADSs, each representing ten underlying common shares, were acquired upon vesting and settlement of restricted share units.
F2: Represents ADSs sold pursuant to a sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted share units.
F3: Each restricted share unit represents a contingent right to receive 1/10 ADS of the Issuer.
F4: These restricted shares units were vested on July 15, 2026 and do not have an expiration 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 |
|---|---|---|---|---|---|---|
| July 16, 2026 Filed Jul 16, 2026 06:28 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | Tax withholdingADS | 68,310 | $49.91 | $3,409,352.10 |
DisclosureSEC source: 0001968269-26-000002 · primary_doc.xml · nonDerivative · entry 2 Yu Michael Minhong · CIK 0001968269 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,591 F2 · security: Represents ADSs sold pursuant to a sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted share units. Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 06:28 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | Exercise / conversionRestricted Share Units · Derivative | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001968269-26-000002 · primary_doc.xml · derivative · entry 3 Yu Michael Minhong · CIK 0001968269 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000,000 Underlying: ADS · 150,000 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. F3 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive 1/10 ADS of the Issuer. F4 · derivative.exercise_date: These restricted shares units were vested on July 15, 2026 and do not have an expiration date. F4 · derivative.expiration_date: These restricted shares units were vested on July 15, 2026 and do not have an expiration date. Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 06:28 UTC | New Oriental Education & Technology Group Inc. EDU · Entity 8942 | Exercise / conversionADS | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001968269-26-000002 · primary_doc.xml · nonDerivative · entry 1 Yu Michael Minhong · CIK 0001968269 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,901 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 · security: These ADSs, each representing ten underlying common shares, were acquired upon vesting and settlement of restricted share 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.