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 | 141,389 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Exercise / conversion · Disposed 4,839 · Balance 141,389 F1: On May 21, 2025 the reporting person was granted an award of 58,056 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 | 17,590 |
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 4,839 · Balance 17,590 F1: On May 21, 2025 the reporting person was granted an award of 58,056 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 | 15,507 |
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 2,083 · Balance 15,507 F3: Of the 4,839 Restricted Stock Units that vested, 2,083 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 58,056 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 4,839 Restricted Stock Units that vested, 2,083 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 |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 15, 2026 20:05 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,083 | $3.43 | $7,144.69 |
DisclosureSEC source: 0001193125-26-391893 · ownership.xml · nonDerivative · entry 3 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,507 F3 · balance_after: Of the 4,839 Restricted Stock Units that vested, 2,083 were withheld and disposed of for taxes. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:05 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 4,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-391893 · ownership.xml · nonDerivative · entry 2 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,590 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: On May 21, 2025 the reporting person was granted an award of 58,056 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 · price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:05 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Unit | 4,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-391893 · ownership.xml · nonDerivative · entry 1 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,389 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: On May 21, 2025 the reporting person was granted an award of 58,056 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. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 23:43 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,083 | $3.47 | $7,228.01 |
DisclosureSEC source: 0001193125-26-271476 · ownership.xml · nonDerivative · entry 3 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,751 F3 · balance_after: Of the 4,838 Restricted Stock Units that vested, 2,083 were withheld and disposed of for taxes. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 23:43 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 4,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-271476 · ownership.xml · nonDerivative · entry 2 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,834 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: On May 21, 2025 the reporting person was granted an award of 58,056 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 · price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 23:43 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Unit | 4,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-271476 · ownership.xml · nonDerivative · entry 1 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,228 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: On May 21, 2025 the reporting person was granted an award of 58,056 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. Read SEC document |
| May 20, 2026 Filed May 22, 2026 22:34 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Unit | 112,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237281 · ownership.xml · nonDerivative · entry 1 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,066 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: This award of restricted stock units vests in nine installments with one-third (33.33%) vesting on March 11, 2027, and the remainder vesting equally over the following eight (8) quarters. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 23:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 9,354 | $1.75 | $16,369.50 |
DisclosureSEC source: 0001193125-26-106688 · ownership.xml · nonDerivative · entry 3 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,996 F3 · balance_after: Of the 19,350 Restricted Stock Units that vested, 9,354 were withheld and disposed of for taxes. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 23:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 19,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-106688 · ownership.xml · nonDerivative · entry 2 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,350 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: On May 21, 2025 the reporting person was granted an award of 58,056 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 · price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 23:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Unit | 19,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-106688 · ownership.xml · nonDerivative · entry 1 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,706 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: On May 21, 2025 the reporting person was granted an award of 58,056 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. Read SEC document |
| May 21, 2025 Filed May 24, 2025 01:37 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Unit | 58,056 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077319 · ownership.xml · nonDerivative · entry 1 Twomey William · CIK 0002054169 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,056 F1 · shares: This award of restricted stock units vests in nine installments with one-third (33.33%) vesting on March 11, 2026, and the remainder vesting equally over the following eight (8) quarters. 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.