Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | Director | January 23, 2026 | January 27, 2026 |
| JONES LANG LASALLE INCJLL · Entity 3326 | Director | October 01, 2026 | October 02, 2026 |
| PAYCHEX INCPAYX · Entity 249 | Sr. Vice President, CFO | July 14, 2023 | July 18, 2023 |
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.
FRANKLIN COVEY CO
Report date January 23, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 12,087 |
Reported balance
After 2026-01-23 transaction · row 1
1 source rowRow 1 · 2026-01-23 · Grant · Acquired 5,778 · Balance 12,087 |
JONES LANG LASALLE INC
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,336 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 94 · Balance 8,336 F1: Represents shares elected to receive in lieu of annual cash retainer payable quarterly in advance for the fourth quarter of the fiscal year 2026, in accordance with prior election under the non-executive director compensation program. The receipt of these shares has been deferred pursuant to the Jones Lang LaSalle Inc Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to receive in lieu of annual cash retainer payable quarterly in advance for the fourth quarter of the fiscal year 2026, in accordance with prior election under the non-executive director compensation program. The receipt of these shares has been deferred pursuant to the Jones Lang LaSalle Inc Deferred Compensation Plan.
PAYCHEX INC
Report date July 14, 2023 · Filed July 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,136 |
Ending reported balance
After 2023-07-17 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-07-14 · Tax withholding · Disposed 3,293 · Balance 75,982 F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Row 2 · 2023-07-15 · Grant · Acquired 3,227 · Balance 79,209 F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Row 3 · 2023-07-15 · Grant · Acquired 10,952 · Balance 90,161 F3: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Row 4 · 2023-07-17 · Exercise / conversion · Acquired 16,224 · Balance 106,385 Row 5 · 2023-07-17 · Sale · Disposed 16,224 · Balance 90,161 Row 6 · 2023-07-17 · Sale · Disposed 4,025 · Balance 86,136 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 0 |
Reported balance
After 2023-07-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-07-17 · Exercise / conversion · Disposed 16,224 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 21,563 |
Reported balance
After 2023-07-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-07-15 · Grant · Acquired 21,563 · Balance 21,563 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 28,064 |
Reported balance
Holding disclosure · report date 2023-07-14 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 28,064 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 21,405 |
Reported balance
Holding disclosure · report date 2023-07-14 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 21,405 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units.
F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
F3: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan.
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 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 44,381 | $73.36 | $3,255,790.16 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 6 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 44,381 | $31.34 | $1,390,900.54 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 5 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,533 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 |
| July 11, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 15,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 4 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 F4 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | OtherStock Option · Derivative | 34,087 | $0.00 Strike: $60.84 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 23 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,318 Underlying: Common Stock · 34,087 shares Expires 2026-07-05 F5 · balance_after: Updated balance reflects cancellation of unvested options following Performance Period. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 18,998 | $73.30 | $1,392,553.40 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,649 F3 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 13,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,647 F2 · shares: Grant of restricted stock from the 2016 LTIP award, based on achievement of multi-year performance metrics, pursuant to the Amended and Restated 2002 Stock Incentive Plan Read SEC document |
| November 21, 2019 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | GiftCommon Stock | 1,425 | $85.75 | $122,193.75 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,767 F1 · shares: Shares were gifted to The Rivera Charitable Fund. Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 20:13 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 476 | $85.72 | $40,802.72 |
DisclosureSEC source: 0001209191-19-042068 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,192 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 20:04 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 43,926 | $85.46 Strike: $85.46 | $3,753,915.96 |
DisclosureSEC source: 0001209191-19-041909 · doc4.xml · derivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,926 Underlying: Common Stock · 43,926 shares Expires 2029-07-09 Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 20:04 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 11,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041909 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,668 F2 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 20:04 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 3,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041909 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,593 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 6,209 | $84.87 | $526,957.83 |
DisclosureSEC source: 0001209191-19-041539 · doc4.xml · nonDerivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,302 Read SEC document |
| July 06, 2019 Filed Jul 9, 2019 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 3,196 | $85.31 | $272,650.76 |
DisclosureSEC source: 0001209191-19-041539 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,511 F2 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| December 10, 2018 Filed Jul 9, 2019 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | GiftCommon Stock | 3,000 | $67.68 | $203,040.00 |
DisclosureSEC source: 0001209191-19-041539 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,707 F1 · shares: Shares were gifted to The Rivera Charitable Fund. Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 20:08 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 687 | $70.37 | $48,344.19 |
DisclosureSEC source: 0001209191-18-042529 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,707 F2 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 20:08 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 42,204 | $69.54 Strike: $69.54 | $2,934,866.16 |
DisclosureSEC source: 0001209191-18-042529 · doc4.xml · derivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,204 Underlying: Common Stock · 42,204 shares Expires 2028-07-10 Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 20:08 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 8,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042529 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,394 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 20:14 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 3,902 | $69.79 | $272,320.58 |
DisclosureSEC source: 0001209191-18-042144 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,106 F2 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| December 12, 2017 Filed Jul 10, 2018 20:14 UTC | PAYCHEX INC PAYX · Entity 249 | GiftCommon Stock | 4,347 | $69.02 | $300,029.94 |
DisclosureSEC source: 0001209191-18-042144 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,008 F1 · shares: Shares were gifted to The Rivera Charitable Fund. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 19:58 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 54,878 | $57.24 Strike: $57.24 | $3,141,216.72 |
DisclosureSEC source: 0001209191-17-045198 · doc4.xml · derivative · entry 4 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,878 Underlying: Common Stock · 54,878 shares Expires 2027-07-11 Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 19:58 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 9,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045198 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,355 F2 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 19:58 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 4,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045198 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,175 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 09, 2017 Filed Jul 10, 2017 20:36 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 5,424 | $57.42 | $311,446.08 |
DisclosureSEC source: 0001209191-17-044587 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,971 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 06, 2017 Filed Jul 10, 2017 20:36 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 413 | $56.97 | $23,528.61 |
DisclosureSEC source: 0001209191-17-044587 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,395 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. 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.