Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | September 30, 2026 | October 02, 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.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 40,989.69 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 538.314 · Balance 40,989.69 F1: The phantom stock units are settled in cash upon the earlier of death or retirement |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units are settled in cash upon the earlier of death or retirement
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Pluralsight, Inc.
Report date April 06, 2021 · Filed April 09, 2021
Jointly reported with Skonnard Consulting, Inc.
Section 16 reporting ended · disclosed 2021-04-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 46,189 |
Reported balance
After 2021-02-12 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2021-02-12 · Exercise / conversion · Acquired 46,189 · Balance 46,189 F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2021-02-12 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2021-02-12 · Gift · Disposed 46,189 · Balance 0 F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 319,128 |
Reported balance
After 2021-04-06 transaction · row 14
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 14 · 2021-04-06 · Exercise / conversion · Acquired 319,128 · Balance 319,128 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2021-04-06 transaction · row 15
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 15 · 2021-04-06 · Other · Disposed 319,128 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 440,477 |
Reported balance
After 2021-04-06 transaction · row 16
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 16 · 2021-04-06 · Exercise / conversion · Acquired 440,477 · Balance 440,477 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F7: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2021-04-06 transaction · row 17
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 17 · 2021-04-06 · Other · Disposed 440,477 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F7: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 988,408 |
Reported balance
After 2021-04-06 transaction · row 18
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 18 · 2021-04-06 · Exercise / conversion · Acquired 988,408 · Balance 988,408 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F8: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2021-04-06 transaction · row 19
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 19 · 2021-04-06 · Other · Disposed 988,408 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F8: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | Direct | 267,425 |
Reported balance
After 2021-04-06 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2021-04-06 · Other · Disposed 31,899 · Balance 267,425 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2021-04-06 · Other · Disposed 267,425 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F3: Includes 153,664 unvested restricted share units ("RSUs") acquired by the Reporting Person under the February 9, 2021 annual executive equity award, pursuant to which two-thirds vest after one year, and the remaining shares vest in two equal quarterly installments thereafter, and the balance of 113,761 unvested RSUs vesting quarterly through January 1, 2024. All unvested RSUs are subject to the Reporting Person's continued service through each vesting date. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $6,017,063, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,981,561 |
Reported balance
After 2021-04-06 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2021-04-06 · Exercise / conversion · Acquired 1,981,561 · Balance 1,981,561 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2021-04-06 · Other · Disposed 1,981,561 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,566,166 |
Reported balance
After 2021-04-06 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2021-04-06 · Exercise / conversion · Acquired 1,566,166 · Balance 1,566,166 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). |
| Class A Common StockSEC Table I · non-derivative | Direct | 522,055 |
Reported balance
After 2021-04-06 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2021-04-06 · Tax withholding · Disposed 1,044,111 · Balance 522,055 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4: The shares listed as disposed of were withheld by the Issuer to cover the Reporting Person's exercise price in connection with the vesting of options previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | Direct | 290,784 |
Reported balance
After 2021-04-06 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2021-04-06 · Tax withholding · Disposed 231,271 · Balance 290,784 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F5: The shares listed as disposed of were withheld by the Issuer to satisfy the Reporting Person's tax liability in connection with the vesting of option units previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 10
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 10 · 2021-04-06 · Other · Disposed 290,784 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote. | 0 |
Last balance in matching sequence
After 2021-04-06 transaction · row 13
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 11 · 2021-04-06 · Other · Disposed 329,827 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F6: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. Row 12 · 2021-04-06 · Exercise / conversion · Acquired 9,732,644 · Balance 9,732,644 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F6: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. Row 13 · 2021-04-06 · Other · Disposed 9,732,644 · Balance 0 F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F6: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. |
| Class C Common StockSEC Table II · derivative / convertible security | IndirectSee footnote. | 319,128 |
Reported balance
After 2021-02-12 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2021-02-12 · Exercise / conversion · Disposed 46,189 · Balance 319,128 F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. |
| Class C Common StockSEC Table II · derivative / convertible security | IndirectSee footnote. | 0 |
Reported balance
After 2021-04-06 transaction · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · 2021-04-06 · Exercise / conversion · Disposed 9,732,644 · Balance 0 F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F6: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. |
| Class C Common StockSEC Table II · derivative / convertible security | IndirectSee footnote. | 0 |
Reported balance
After 2021-04-06 transaction · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · 2021-04-06 · Exercise / conversion · Disposed 319,128 · Balance 0 F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. |
| Class C Common StockSEC Table II · derivative / convertible security | IndirectSee footnote. | 0 |
Reported balance
After 2021-04-06 transaction · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 2021-04-06 · Exercise / conversion · Disposed 440,477 · Balance 0 F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F7: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee. |
| Class C Common StockSEC Table II · derivative / convertible security | IndirectSee footnote. | 0 |
Reported balance
After 2021-04-06 transaction · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · 2021-04-06 · Exercise / conversion · Disposed 988,408 · Balance 0 F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F8: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries. |
| Class C Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2021-04-06 · Exercise / conversion · Disposed 1,981,561 · Balance 0 F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F10: Includes 218,384 of LLC Holding Units that represent single-trigger acceleration upon the consummation of the merger. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2021-04-06 · Other · Disposed 375,000 · Balance 0 F11: Each RSU represents a contingent right to receive one share of Class C Common Stock and one LLC Unit. 25% of the RSUs vested on July 25, 2018 and an additional 6.25% vest each three months thereafter. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $8,437,500, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2028-05-17 | Direct | 0 |
Reported balance
After 2021-04-06 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2021-04-06 · Exercise / conversion · Disposed 1,566,166 · Balance 0 F12: Shares subject to the option vest in four equal semiannual installments beginning on November 17, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power.
F2: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options).
F3: Includes 153,664 unvested restricted share units ("RSUs") acquired by the Reporting Person under the February 9, 2021 annual executive equity award, pursuant to which two-thirds vest after one year, and the remaining shares vest in two equal quarterly installments thereafter, and the balance of 113,761 unvested RSUs vesting quarterly through January 1, 2024. All unvested RSUs are subject to the Reporting Person's continued service through each vesting date. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $6,017,063, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms.
F4: The shares listed as disposed of were withheld by the Issuer to cover the Reporting Person's exercise price in connection with the vesting of options previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person.
F5: The shares listed as disposed of were withheld by the Issuer to satisfy the Reporting Person's tax liability in connection with the vesting of option units previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person.
F6: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner.
F7: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee.
F8: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries.
F9: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election.
F10: Includes 218,384 of LLC Holding Units that represent single-trigger acceleration upon the consummation of the merger.
F11: Each RSU represents a contingent right to receive one share of Class C Common Stock and one LLC Unit. 25% of the RSUs vested on July 25, 2018 and an additional 6.25% vest each three months thereafter. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $8,437,500, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms.
F12: Shares subject to the option vest in four equal semiannual installments beginning on November 17, 2018.
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 30, 2026 Filed Oct 2, 2026 00:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 538.314 | $62.65 Strike: $0.00 | $33,725.37 |
DisclosureSEC source: 0000109380-26-000120 · wk-form4_1790887118.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,989.69 Underlying: Common Stock · 538.314 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 432.198 | $69.19 Strike: $0.00 | $29,903.78 |
DisclosureSEC source: 0000109380-26-000100 · wk-form4_1782937915.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,169.226 Underlying: Common Stock · 432.198 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,055 | $63.26 Strike: $0.00 | $129,999.30 |
DisclosureSEC source: 0000109380-26-000072 · wk-form4_1777927939.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,449.911 Underlying: Common Stock · 2,055 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 540.121 | $55.54 Strike: $0.00 | $29,998.32 |
DisclosureSEC source: 0001738460-26-000002 · wk-form4_1775087039.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,394.911 Underlying: Common Stock · 540.121 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| December 30, 2025 Filed Dec 31, 2025 21:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 510.164 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-25-000143 · wk-form4_1767217300.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,587.061 Underlying: Common Stock · 510.164 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| October 03, 2025 Filed Oct 21, 2025 20:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 523.549 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-25-000126 · wk-form4_1761078716.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,763.941 Underlying: Common Stock · 523.549 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:34 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 509.262 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-25-000091 · wk-form4_1751488406.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,946.173 Underlying: Common Stock · 509.262 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| May 02, 2025 Filed May 6, 2025 20:40 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,789 | $46.61 Strike: $0.00 | $129,995.29 |
DisclosureSEC source: 0000109380-25-000075 · wk-form4_1746564018.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,124.306 Underlying: Common Stock · 2,789 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 20:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 582.817 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-25-000055 · wk-form4_1743799355.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,335.306 Underlying: Common Stock · 582.817 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 506.256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-25-000002 · wk-form4_1735854936.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,513.932 Underlying: Common Stock · 506.256 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:58 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 578.013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-24-000128 · wk-form4_1727816299.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,792.32 Underlying: Common Stock · 578.013 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 20:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 551.815 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-24-000114 · wk-form4_1719867400.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,963.523 Underlying: Common Stock · 551.815 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,874 | $41.76 | $120,018.24 |
DisclosureSEC source: 0000109380-24-000097 · wk-form4_1714431588.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,146.344 Underlying: Common Stock · 2,874 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 549.83 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-24-000087 · wk-form4_1712089899.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,272.344 Underlying: Common Stock · 549.83 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 22:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 558.654 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-24-000002 · wk-form4_1704406326.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,472.649 Underlying: Common Stock · 558.654 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| October 04, 2023 Filed Oct 5, 2023 20:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 718.806 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-23-000165 · wk-form4_1696539094.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,641.287 Underlying: Common Stock · 718.806 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| June 29, 2023 Filed Jul 5, 2023 20:34 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 873.101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-23-000147 · wk-form4_1688589261.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,351.81 Underlying: Common Stock · 873.101 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| May 05, 2023 Filed May 9, 2023 21:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 4,419 | $23.76 Strike: $0.00 | $104,995.44 |
DisclosureSEC source: 0000109380-23-000135 · wk-form4_1683667316.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,478.709 Underlying: Common Stock · 4,419 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 00:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 813.643 | $0.00 | $0.00 |
DisclosureSEC source: 0001817025-23-000004 · primary_doc.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,059.709 Underlying: Common Stock · 813.643 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| December 29, 2022 Filed Jan 3, 2023 23:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 484.89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-23-000004 · wf-form4_167278811955965.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,113.658 Underlying: Common Stock · 484.89 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 21:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 458.211 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-22-000179 · wf-form4_166500450185714.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,395.822 Underlying: Common Stock · 458.211 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 21:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 514.005 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-22-000164 · wf-form4_165705730911783.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,937.611 Underlying: Common Stock · 514.005 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 21:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,858 | $56.51 Strike: $0.00 | $104,995.58 |
DisclosureSEC source: 0000109380-22-000142 · wf-form4_165126928619417.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,327.012 Underlying: Common Stock · 1,858 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 23:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 303.287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000109380-22-000129 · wf-form4_164868216811967.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,469.012 Underlying: Common Stock · 303.287 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 22:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 334.961 | $63.13 Strike: $0.00 | $21,146.09 |
DisclosureSEC source: 0000109380-22-000003 · wf-form4_164124835456365.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,095.863 Underlying: Common Stock · 334.961 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| September 29, 2021 Filed Oct 1, 2021 21:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 335.266 | $63.74 Strike: $0.00 | $21,369.85 |
DisclosureSEC source: 0000109380-21-000223 · wf-form4_163312530292782.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,694.077 Underlying: Common Stock · 335.266 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| June 29, 2021 Filed Jun 30, 2021 23:13 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 346.903 | $52.70 Strike: $0.00 | $18,281.79 |
DisclosureSEC source: 0000109380-21-000210 · wf-form4_162509479314801.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,278.14 Underlying: Common Stock · 346.903 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 30, 2021 Filed May 3, 2021 21:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,882 | $55.80 Strike: $0.00 | $105,015.60 |
DisclosureSEC source: 0000109380-21-000185 · wf-form4_162007663496847.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,866.028 Underlying: Common Stock · 1,882 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 988,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 27 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Class A Common Stock · 988,408 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. F9 · derivative.exercise_price: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.exercise_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.expiration_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F8 · ownership.nature: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 440,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 26 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Class A Common Stock · 440,477 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. F9 · derivative.exercise_price: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.exercise_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.expiration_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F7 · ownership.nature: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 319,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 25 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Class A Common Stock · 319,128 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. F9 · derivative.exercise_price: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.exercise_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.expiration_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F1 · ownership.nature: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 9,732,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 24 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 Underlying: Class A Common Stock · 9,732,644 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. F9 · derivative.exercise_price: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.exercise_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.expiration_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F6 · ownership.nature: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,566,166 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 23 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,566,166 shares Expires 2028-05-17 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. F12 · derivative.exercise_date: Shares subject to the option vest in four equal semiannual installments beginning on November 17, 2018. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherRestricted Share Units · Derivative | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 22 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class C Common Stock · 375,000 shares Expires not disclosed F11 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class C Common Stock and one LLC Unit. 25% of the RSUs vested on July 25, 2018 and an additional 6.25% vest each three months thereafter. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $8,437,500, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. F11 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class C Common Stock and one LLC Unit. 25% of the RSUs vested on July 25, 2018 and an additional 6.25% vest each three months thereafter. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $8,437,500, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. F11 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class C Common Stock and one LLC Unit. 25% of the RSUs vested on July 25, 2018 and an additional 6.25% vest each three months thereafter. In connection with the Offer, the unvested RSUs were cancelled and converted into the contingent right to receive a cash payment of $8,437,500, which represents $22.50 for each outstanding unvested unit, which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 1,981,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · derivative · entry 21 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,981,561 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. F9 · derivative.exercise_price: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.exercise_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F9 · derivative.expiration_date: The shares of Class C Common Stock (i) confer no incidents of economic ownership on the holders thereof, (ii) only confer ten-to-one voting rights on the Reporting Person, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held limited liability company units of Pluralsight Holdings, LLC (each, an "LLC Unit"). Each share of Class C Common Stock and corresponding LLC Unit is redeemable or exchangeable for one share of Class A Common Stock at the option of the holder (for which the Issuer may substitute cash) and has no expiration date. The Class C Common Stock is also convertible into Class B Common Stock on a one-for-one basis at the Reporting Person's election. F10 · derivative.underlying_shares: Includes 218,384 of LLC Holding Units that represent single-trigger acceleration upon the consummation of the merger. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 988,408 | $22.50 | $22,239,180.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 19 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F8 · ownership.nature: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 988,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 18 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 988,408 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 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F8 · ownership.nature: The shares are held of record by the True Nord Trust, of which members of the Reporting Person's immediate family are beneficiaries. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 440,477 | $22.50 | $9,910,732.50 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 17 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F7 · ownership.nature: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 440,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 16 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 440,477 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 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F7 · ownership.nature: The shares are held of record by the Skonnard Family GRAT 2021, of which the Reporting Person is trustee. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 319,128 | $22.50 | $7,180,380.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 15 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F1 · ownership.nature: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 319,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 14 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 319,128 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 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F1 · ownership.nature: The shares are held of record by the Aaron and Monica Skonnard Revocable Trust, of which the Reporting Person is a co-trustee, and for which the Reporting Person has sole voting and dispositive power. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 9,732,644 | $22.50 | $218,984,490.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 13 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F6 · ownership.nature: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 9,732,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 12 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 9,732,644 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 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F6 · ownership.nature: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 329,827 | $22.50 | $7,421,107.50 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 11 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F6 · ownership.nature: The shares are held of record by Skonnard Consulting, Inc. of which the Reporting Person is an owner. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 290,784 | $22.50 | $6,542,640.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 10 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Tax withholdingClass A Common Stock | 231,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 9 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,784 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F5 · shares: The shares listed as disposed of were withheld by the Issuer to satisfy the Reporting Person's tax liability in connection with the vesting of option units previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Tax withholdingClass A Common Stock | 1,044,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 8 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,055 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). F4 · shares: The shares listed as disposed of were withheld by the Issuer to cover the Reporting Person's exercise price in connection with the vesting of options previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e) and these shares were not issued to or sold by the Reporting Person. Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 1,566,166 | $15.00 | $23,492,490.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 7 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566,166 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 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass A Common Stock | 1,981,561 | $22.50 | $44,585,122.50 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 6 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). Read SEC document |
| April 06, 2021 Filed Apr 9, 2021 01:13 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 1,981,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-21-000015 · wf-form4_161793080319906.xml · nonDerivative · entry 5 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner Skonnard Consulting, Inc. · CIK 0001740693 · Relation to Reporting Person Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,981,561 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 · kind: Disposed of pursuant to the cash tender offer (the "Offer") made pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated March 7, 2021, by and among Lake Holdings, LP, Lake Guarantor, LLC, Lake Merger Sub I, Inc., Lake Merger Sub II, LLC, Pluralsight, Inc., and Pluralsight Holdings, LLC ("Holdings"), a copy of which is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on March 8, 2021. In connection with the Offer, the Reporting Person redeemed LLC Units and corresponding Class C Common Stock for Class A Common Stock in accordance with the Fourth Amended and Restated Limited Liability Company Agreement of Holdings, and exercised vested options, and tendered in the Offer all of such Reporting Person's Class A Common Stock (including shares issuable with respect to the redemption of LLC Units and the exercise of vested options). 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.