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 |
|---|---|---|---|---|---|---|
| January 28, 2019 Filed Jan 30, 2019 23:27 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000010 · wf-form4_154889081556512.xml · nonDerivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO, & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,514 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The reported shares represent a one-for-one exchange of the Issuer's Class C Common Stock to Class A Common Stock following the January 28, 2019 settlement date. Read SEC document |
| January 28, 2019 Filed Feb 14, 2019 21:55 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | ConversionClass C Common Stock · Derivative | 80,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000014 · wf-form4a_155018129644890.xml · derivative · entry 3 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: 2,177,685 Underlying: Class A Common Stock · 80,744 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| January 28, 2019 Filed Feb 14, 2019 21:55 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | SaleClass A Common Stock | 80,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000014 · wf-form4a_155018129644890.xml · nonDerivative · entry 2 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: 514 F1 · shares: The reported shares were sold to satisfy the Reporting Person's tax liability in connection with the vesting of RSUs. Read SEC document |
| January 28, 2019 Filed Feb 14, 2019 21:55 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 130,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000014 · wf-form4a_155018129644890.xml · nonDerivative · entry 1 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: 131,258 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 09, 2019 Filed Jan 9, 2019 21:58 UTC | Pluralsight, Inc. PS · Entity 140372 | SaleClass A Common Stock | 56,370 | $26.06 | $1,469,013.47 |
DisclosureSEC source: 0001738460-19-000002 · wf-form4_154707108238718.xml · nonDerivative · entry 3 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: 50,687 F1 · kind: The sale transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 14, 2018. F3 · price: The sale price represents the weighted average price of the shares sold ranging from $26.00 to $26.17 per share. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 21:58 UTC | Pluralsight, Inc. PS · Entity 140372 | SaleClass A Common Stock | 100 | $26.00 | $2,600.00 |
DisclosureSEC source: 0001738460-19-000002 · wf-form4_154707108238718.xml · nonDerivative · entry 2 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: 107,057 F1 · kind: The sale transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 14, 2018. Read SEC document |
| January 07, 2019 Filed Jan 9, 2019 21:58 UTC | Pluralsight, Inc. PS · Entity 140372 | SaleClass A Common Stock | 18,130 | $26.06 | $472,400.72 |
DisclosureSEC source: 0001738460-19-000002 · wf-form4_154707108238718.xml · nonDerivative · entry 1 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: 107,157 F1 · kind: The sale transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 14, 2018. F2 · price: The sale price represents the weighted average price of the shares sold ranging from $26.00 to $26.13 per share. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| December 31, 2018 Filed Jan 29, 2019 22:51 UTC | Pluralsight, Inc. PS · Entity 140372 | GiftClass B Common Stock · Derivative | 36,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000008 · wf-form4_154880227970271.xml · derivative · entry 3 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: 10,546,042 Underlying: Class A Common Stock · 36,000 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately prior to the transfer the shares of Class C Common Stock automatically converted into an equal number of fully-paid nonassessable shares of the Issuer's Class B Common Stock. F4 · derivative.exercise_date: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately prior to the transfer the shares of Class C Common Stock automatically converted into an equal number of fully-paid nonassessable shares of the Issuer's Class B Common Stock. F4 · derivative.expiration_date: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately prior to the transfer the shares of Class C Common Stock automatically converted into an equal number of fully-paid nonassessable shares of the Issuer's Class B Common Stock. F3 · ownership.nature: The shares are held of record by Skonnard Consulting, Inc., of which the Reporting Person is an owner. Read SEC document |
| December 31, 2018 Filed Jan 29, 2019 22:51 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass C Common Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000008 · wf-form4_154880227970271.xml · derivative · entry 2 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: 10,582,042 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · kind: The Reporting Person transferred 50,000 shares of Class C Common Stock to Skonnard Consulting, Inc., of which the Reporting Person is an owner. F1 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F3 · ownership.nature: The shares are held of record by Skonnard Consulting, Inc., of which the Reporting Person is an owner. Read SEC document |
| December 31, 2018 Filed Jan 29, 2019 22:51 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass C Common Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000008 · wf-form4_154880227970271.xml · derivative · entry 1 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: 2,120,929 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · kind: The Reporting Person transferred 50,000 shares of Class C Common Stock to Skonnard Consulting, Inc., of which the Reporting Person is an owner. F1 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 21:40 UTC | Pluralsight, Inc. PS · Entity 140372 | SaleClass A Common Stock | 400 | $26.03 | $10,412.00 |
DisclosureSEC source: 0001738460-18-000004 · wf-form4_154413239832917.xml · nonDerivative · entry 1 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: 125,287 F1 · kind: The sale transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 14, 2018. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 23:02 UTC | Pluralsight, Inc. PS · Entity 140372 | Tax withholdingClass A Common Stock | 409 | $24.09 | $9,852.81 |
DisclosureSEC source: 0001738460-18-000002 · wf-form4_154396451400191.xml · nonDerivative · entry 1 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: 125,687 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the award of Class A Common Stock pursuant to the Issuer's 2018 Employee Stock Purchase Plan equivalent program (the "ESPP Equivalent Program"). F2 · balance_after: Includes 923 shares the Reporting Person was granted pursuant to the ESPP Equivalent program. Read SEC document |
| November 16, 2018 Filed Nov 21, 2018 01:47 UTC | Pluralsight, Inc. PS · Entity 140372 | SaleClass A Common Stock | 25,000 | $22.14 | $553,417.50 |
DisclosureSEC source: 0001209191-18-059604 · doc4.xml · nonDerivative · entry 1 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: 125,173 F1 · kind: The sale transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 14, 2018. F2 · price: The sale price represents the weighted average price of the shares sold ranging from $22.00 to $22.29 per share. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 12, 2018 Filed Nov 15, 2018 02:48 UTC | Pluralsight, Inc. PS · Entity 140372 | OtherClass C Common Stock · Derivative | 413,638 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028972 · doc4.xml · derivative · entry 3 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120,756 Underlying: Class A Common Stock · 413,638 shares Expires not disclosed F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F3 · kind: The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the vesting of RSUs. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| November 12, 2018 Filed Nov 15, 2018 02:48 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 937,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028972 · doc4.xml · derivative · entry 2 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,534,394 Underlying: Class A Common Stock · 937,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| November 12, 2018 Filed Nov 15, 2018 02:48 UTC | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionRestricted Share Units · Derivative | 937,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028972 · doc4.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,062,500 Underlying: Class C Common Stock · 937,500 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. F1 · derivative.exercise_price: Each Restricted Share Unit ("RSU"s) represents a contingent right to receive one share of the Issuer's Class C Common Stock and one limited liability company unit of Pluralsight Holdings, LLC. 25% of the RSUs vested on September 29, 2018 and an additional 6.25% vest each three months thereafter. F1 · derivative.exercise_date: Each Restricted Share Unit ("RSU"s) represents a contingent right to receive one share of the Issuer's Class C Common Stock and one limited liability company unit of Pluralsight Holdings, LLC. 25% of the RSUs vested on September 29, 2018 and an additional 6.25% vest each three months thereafter. F1 · derivative.expiration_date: Each Restricted Share Unit ("RSU"s) represents a contingent right to receive one share of the Issuer's Class C Common Stock and one limited liability company unit of Pluralsight Holdings, LLC. 25% of the RSUs vested on September 29, 2018 and an additional 6.25% vest each three months thereafter. Read SEC document |
| November 12, 2018 Filed Jan 24, 2019 00:31 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000006 · wf-form4a_154828988942580.xml · derivative · entry 4 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: 2,170,929 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F4 · kind: Represent shares of Class C Common Stock exchanged on a one-for-one basis into shares of Class A Common Stock. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| November 12, 2018 Filed Jan 24, 2019 00:31 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | Tax withholdingClass C Common Stock · Derivative | 413,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000006 · wf-form4a_154828988942580.xml · derivative · entry 3 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: 2,270,929 Underlying: Class A Common Stock · 413,638 shares Expires not disclosed F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F3 · kind: The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the vesting of RSUs. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| November 12, 2018 Filed Jan 24, 2019 00:31 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass C Common Stock · Derivative | 937,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000006 · wf-form4a_154828988942580.xml · derivative · entry 2 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: 2,684,567 Underlying: Class A Common Stock · 937,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. F2 · 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 holders thereof, and (iii) may only be issued, on a one-for-one basis, to the Reporting Person and his associated entities who held LLC Units. Each share of Class C Common Stock and corresponding LLC Unit is 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. Read SEC document |
| November 12, 2018 Filed Jan 24, 2019 00:31 UTC Amendment | Pluralsight, Inc. PS · Entity 140372 | Exercise / conversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001738460-19-000006 · wf-form4a_154828988942580.xml · nonDerivative · entry 1 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: 100,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reported shares represent a one-for-one exchange of the Issuer's Class C Common Stock to Class A Common Stock following the November 12, 2018 settlement date. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:05 UTC | Pluralsight, Inc. PS · Entity 140372 | GrantEmployee Stock Option (right to buy) · Derivative | 1,566,166 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0000899243-18-013524 · doc4.xml · derivative · entry 1 Skonnard Aaron · CIK 0001738460 · Director · Co-Founder, CEO & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566,166 Underlying: Class A Common Stock · 1,566,166 shares Expires 2028-05-17 F1 · derivative.exercise_date: Shares subject to the option vest in four equal semiannual installments beginning on November 16, 2018. 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.