Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xerox Holdings CorpXRX · Entity 5610 | See Remarks | September 11, 2026 | September 15, 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.
Xerox Holdings Corp
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 656,479 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Exercise / conversion · Disposed 13,305 · Balance 656,479 F1: On May 21, 2025 the reporting person was granted an award of 159,652 Restricted Stock Units, which vests in in nine installments with one-third (33.33%) vesting on March 11, 2026, and the remainder vesting equally over the following eight (8) quarters. |
| Common StockSEC Table I · non-derivative | Direct | 133,199 |
Reported balance
After 2026-09-11 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-11 · Exercise / conversion · Acquired 13,305 · Balance 133,199 F1: On May 21, 2025 the reporting person was granted an award of 159,652 Restricted Stock Units, which vests in in nine installments with one-third (33.33%) vesting on March 11, 2026, and the remainder vesting equally over the following eight (8) quarters. F2: Restricted Stock Units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 125,748 |
Reported balance
After 2026-09-11 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-11 · Tax withholding · Disposed 7,451 · Balance 125,748 F3: Of the 13,305 Restricted Stock Units that vested, 7,451 were withheld and disposed of for taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 21, 2025 the reporting person was granted an award of 159,652 Restricted Stock Units, which vests in in nine installments with one-third (33.33%) vesting on March 11, 2026, and the remainder vesting equally over the following eight (8) quarters.
F2: Restricted Stock Units convert into common stock on a one-for-one basis.
F3: Of the 13,305 Restricted Stock Units that vested, 7,451 were withheld and disposed of for taxes.
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 11, 2022 Filed Jan 13, 2022 21:51 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 789 | $23.82 | $18,793.98 |
DisclosureSEC source: 0001127602-22-001463 · form4.xml · nonDerivative · entry 3 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,765 F3 · shares: Shares withheld to pay taxes for Restricted Stock Units that have vested. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001463 · form4.xml · nonDerivative · entry 2 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,554 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001463 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,230 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: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:58 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,838 | $21.06 | $38,708.28 |
DisclosureSEC source: 0001127602-21-030852 · form4.xml · nonDerivative · entry 3 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,146 F3 · shares: Shares withheld to pay taxes for Restricted Stock Units that have vested. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:58 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030852 · form4.xml · nonDerivative · entry 2 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,984 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:58 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030852 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,638 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: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionPerformance Shares · Derivative | 4,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013501 · form4.xml · derivative · entry 6 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,152 Underlying: Common Stock · 4,676 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. F7 · derivative.exercise_price: Not applicable. F7 · derivative.exercise_date: Not applicable. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,338 | $25.05 | $58,566.90 |
DisclosureSEC source: 0001127602-21-013501 · form4.xml · nonDerivative · entry 5 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,702 F6 · shares: Shares withheld to pay for taxes on Performance Shares that have vested. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 4,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013501 · form4.xml · nonDerivative · entry 4 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,040 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. F4 · shares: The Performance Share Units were granted based on actual performance results for 2018, and target level performance (100%) for 2019 and 2020. F5 · balance_after: Reflects adjustment of balance due to Performance Shares vesting and converting to Common Stock. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 559 | $25.05 | $14,002.95 |
DisclosureSEC source: 0001127602-21-013501 · form4.xml · nonDerivative · entry 3 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,364 F3 · shares: Shares withheld to pay taxes for Restricted Stock Units that have vested. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013501 · form4.xml · nonDerivative · entry 2 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,923 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013501 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,920 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: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 23:34 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 16,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003551 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,037 F1 · shares: These Restricted Stock Units vest 33%, 33% and 34% on the first, second and third anniversaries of the grant date, February 1, 2021. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 617 | $23.04 | $14,215.68 |
DisclosureSEC source: 0001127602-21-002018 · form4.xml · nonDerivative · entry 3 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,806 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002018 · form4.xml · nonDerivative · entry 2 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,423 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002018 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,215 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: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:27 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 338 | $22.94 | $7,753.72 |
DisclosureSEC source: 0001127602-21-001790 · form4.xml · nonDerivative · entry 3 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,302 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:27 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001790 · form4.xml · nonDerivative · entry 2 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,640 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:27 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001790 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,336 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: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 23:08 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 4,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001615 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,011 F1 · shares: This award of Restricted Stock Units vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date, January 11, 2021. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 22:21 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 6,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031206 · form4.xml · nonDerivative · entry 1 Gueden Jacques-Edouard · CIK 0001826154 · President, EMEA Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,744 F1 · shares: This award of restricted stock units vests in two installments of 50% and 50% on the first and second anniversaries of the grant date, December 9, 2020. 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.