Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENWORTH FINANCIAL INCGNW · Entity 4085 | EVP & Chief Financial Officer | May 15, 2020 | May 18, 2020 |
| OPENLANE, Inc.OPLN · Entity 4015 | Director | June 05, 2026 | June 08, 2026 |
| TRINET GROUP, INC.TNET · Entity 4202 | EVP & CHIEF FINANCIAL OFFICER | November 15, 2025 | November 18, 2025 |
| TaskUs, Inc.TASK · Entity 5199 | Director | May 21, 2026 | May 26, 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.
GENWORTH FINANCIAL INC
Report date May 15, 2020 · Filed May 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 543,690 |
Ending reported balance
After 2020-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-05-15 · Exercise / conversion · Acquired 90,090 · Balance 584,321 F1: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. Row 2 · 2020-05-15 · Tax withholding · Disposed 40,631 · Balance 543,690 F2: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on May 15, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 180,181 |
Reported balance
After 2020-05-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-05-15 · Exercise / conversion · Disposed 90,090 · Balance 180,181 F1: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis. F3: Restricted Stock Units vested and converted to Class A Common Stock on May 15, 2020. |
| Class A Common StockSEC Table I · non-derivative | Indirectby 401(k) | 1,278.87 |
Reported balance
Holding disclosure · report date 2020-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,278.87 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units settle in Class A Common Stock on a 1:1 basis.
F2: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on May 15, 2020.
F3: Restricted Stock Units vested and converted to Class A Common Stock on May 15, 2020.
OPENLANE, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 6,031 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 6,031 · Balance 6,031 F1: The phantom stock will convert into shares of common stock on a one-for-one basis. F2: Represents director fees deferred in the reporting person's account in the KAR Auction Services, Inc. Directors Deferred Compensation Plan. 6,031 shares of phantom stock vest on June 5, 2027, and are subject to forfeiture until vested. All other shares of phantom stock are vested. F3: The reporting person will receive shares of common stock, on a one-for-one basis, at a future date(s) specified by her subject to the terms and conditions of the KAR Auction Services, Inc. Directors Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock will convert into shares of common stock on a one-for-one basis.
F2: Represents director fees deferred in the reporting person's account in the KAR Auction Services, Inc. Directors Deferred Compensation Plan. 6,031 shares of phantom stock vest on June 5, 2027, and are subject to forfeiture until vested. All other shares of phantom stock are vested.
F3: The reporting person will receive shares of common stock, on a one-for-one basis, at a future date(s) specified by her subject to the terms and conditions of the KAR Auction Services, Inc. Directors Deferred Compensation Plan.
TRINET GROUP, INC.
Report date November 15, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,500 |
Last balance in matching sequence
After 2025-11-15 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2025-11-14 · Grant · Acquired 109 · Balance 86,138 F1: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 2 · 2025-11-15 · Tax withholding · Disposed 429 · Balance 85,709 F3: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 3 · 2025-11-15 · Tax withholding · Disposed 458 · Balance 85,251 F4: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 4 · 2025-11-15 · Tax withholding · Disposed 316 · Balance 84,935 F5: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Row 5 · 2025-11-15 · Tax withholding · Disposed 435 · Balance 84,500 F6: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d).
F2: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria.
F3: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022.
F4: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023.
F5: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024.
F6: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025.
TaskUs, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 56,198 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 12,491 · Balance 56,198 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 12,491 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,037 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Grant · Acquired 28,037 · Balance 28,037 F2: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting.
F2: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting.
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 |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 8, 2026 19:32 UTC | OPENLANE, Inc. OPLN · Entity 4015 | GrantPhantom Stock · Derivative | 6,031 | $36.48 | $220,010.88 |
DisclosureSEC source: 0001549864-26-000004 · wk-form4_1780947145.xml · derivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,031 Underlying: Common Stock · 6,031 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock will convert into shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents director fees deferred in the reporting person's account in the KAR Auction Services, Inc. Directors Deferred Compensation Plan. 6,031 shares of phantom stock vest on June 5, 2027, and are subject to forfeiture until vested. All other shares of phantom stock are vested. F3 · derivative.exercise_date: The reporting person will receive shares of common stock, on a one-for-one basis, at a future date(s) specified by her subject to the terms and conditions of the KAR Auction Services, Inc. Directors Deferred Compensation Plan. F3 · derivative.expiration_date: The reporting person will receive shares of common stock, on a one-for-one basis, at a future date(s) specified by her subject to the terms and conditions of the KAR Auction Services, Inc. Directors Deferred Compensation Plan. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:59 UTC | TaskUs, Inc. TASK · Entity 5199 | GrantRestricted Stock Units · Derivative | 28,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038195 · wk-form4_1779829183.xml · derivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,037 Underlying: Class A Common Stock · 28,037 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 21, 2027 or (b) the date of the 2027 Annual Stockholder Meeting. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:59 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 12,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038195 · wk-form4_1779829183.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,491 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 stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:59 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 12,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038195 · wk-form4_1779829183.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,198 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 435 | $55.70 | $24,229.50 |
DisclosureSEC source: 0001549864-25-000003 · wk-form4_1763508876.xml · nonDerivative · entry 5 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,500 F6 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 316 | $55.70 | $17,601.20 |
DisclosureSEC source: 0001549864-25-000003 · wk-form4_1763508876.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,935 F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 458 | $55.70 | $25,510.60 |
DisclosureSEC source: 0001549864-25-000003 · wk-form4_1763508876.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,251 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 429 | $55.70 | $23,895.30 |
DisclosureSEC source: 0001549864-25-000003 · wk-form4_1763508876.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,709 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 109 | $47.35 | $5,161.15 |
DisclosureSEC source: 0001549864-25-000003 · wk-form4_1763508876.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,138 F1 · shares: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 307 | $66.00 | $20,262.00 |
DisclosureSEC source: 0000937098-25-000138 · wk-form4_1755641617.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,029 F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 223 | $66.00 | $14,718.00 |
DisclosureSEC source: 0000937098-25-000138 · wk-form4_1755641617.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,336 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 364 | $66.00 | $24,024.00 |
DisclosureSEC source: 0000937098-25-000138 · wk-form4_1755641617.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,559 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 303 | $66.00 | $19,998.00 |
DisclosureSEC source: 0000937098-25-000138 · wk-form4_1755641617.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,923 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:16 UTC | TaskUs, Inc. TASK · Entity 5199 | GrantRestricted Stock Units · Derivative | 12,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-25-000089 · wk-form4_1748376977.xml · derivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,491 Underlying: Class A Common Stock · 12,491 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 22, 2026 or (b) the date of the 2026 Annual Stockholder Meeting. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:16 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 14,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-25-000089 · wk-form4_1748376977.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,342 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 stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:16 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 14,342 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-25-000089 · wk-form4_1748376977.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,707 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:47 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 178 | $72.68 | $12,937.04 |
DisclosureSEC source: 0000937098-25-000080 · wk-form4_1747694871.xml · nonDerivative · entry 5 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,226 F6 · shares: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:47 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 306 | $83.88 | $25,667.28 |
DisclosureSEC source: 0000937098-25-000080 · wk-form4_1747694871.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,048 F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 21, 2025. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:47 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 223 | $83.88 | $18,705.24 |
DisclosureSEC source: 0000937098-25-000080 · wk-form4_1747694871.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,354 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:47 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 363 | $83.88 | $30,448.44 |
DisclosureSEC source: 0000937098-25-000080 · wk-form4_1747694871.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,577 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:47 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 302 | $83.88 | $25,331.76 |
DisclosureSEC source: 0000937098-25-000080 · wk-form4_1747694871.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,940 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 22:08 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 13,692 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-25-000046 · wk-form4_1742940487.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,242 F1 · shares: Represents a grant of a restricted stock unit award. The restricted stock unit award is subject to a 4-year vesting schedule: one-sixteenth of the total number of shares vesting quarterly on the 15th day of the second month of each calendar quarter following the grant date. The restricted stock unit award is also subject to accelerated vesting upon certain events. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:46 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 2,659 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-25-000041 · wk-form4_1741218409.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,550 F1 · shares: Represents the portion of a performance-based restricted stock unit award (the "PRSUs") made on March 15, 2024 that was determined to be earned based on performance for the period ending December 31, 2024. The PRSUs will vest as follows: 50% on December 31, 2025 and 50% on December 31, 2026, subject to continued service through each such date and are subject to accelerated vesting upon certain events. Each PRSU represents a contingent right to receive one share of TNET common stock upon vesting. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 256 | $77.59 | $19,863.04 |
DisclosureSEC source: 0000937098-25-000023 · wk-form4_1740008296.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,891 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 393 | $77.59 | $30,492.87 |
DisclosureSEC source: 0000937098-25-000023 · wk-form4_1740008296.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,147 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 302 | $77.59 | $23,432.18 |
DisclosureSEC source: 0000937098-25-000023 · wk-form4_1740008296.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,540 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:10 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 4,114 | $90.68 | $373,057.52 |
DisclosureSEC source: 0000937098-25-000002 · wk-form4_1735945828.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,842 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:10 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 4,280 | $90.68 | $388,110.40 |
DisclosureSEC source: 0000937098-25-000002 · wk-form4_1735945828.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,956 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the performance-based restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:33 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 87 | $77.95 | $6,781.65 |
DisclosureSEC source: 0000937098-24-000186 · wk-form4_1732059214.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,236 F5 · shares: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:33 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 316 | $96.30 | $30,430.80 |
DisclosureSEC source: 0000937098-24-000186 · wk-form4_1732059214.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,149 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:33 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 515 | $96.30 | $49,594.50 |
DisclosureSEC source: 0000937098-24-000186 · wk-form4_1732059214.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,465 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:33 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 429 | $96.30 | $41,312.70 |
DisclosureSEC source: 0000937098-24-000186 · wk-form4_1732059214.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,980 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| September 07, 2024 Filed Sep 10, 2024 21:11 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 1,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-24-000143 · wk-form4_1726002696.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,175 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 stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024. Read SEC document |
| September 07, 2024 Filed Sep 10, 2024 21:11 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 1,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-24-000143 · wk-form4_1726002696.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,365 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 22:40 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 4,683 | $102.96 | $482,177.13 |
DisclosureSEC source: 0000937098-24-000166 · wk-form4_1725403208.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,409 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.8150 to $103.18, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:03 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 316 | $93.34 | $29,495.44 |
DisclosureSEC source: 0000937098-24-000158 · wk-form4_1724105014.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,092 F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:03 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 514 | $93.34 | $47,976.76 |
DisclosureSEC source: 0000937098-24-000158 · wk-form4_1724105014.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,408 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:03 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 428 | $93.34 | $39,949.52 |
DisclosureSEC source: 0000937098-24-000158 · wk-form4_1724105014.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,922 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:03 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,359 | $93.34 | $126,849.06 |
DisclosureSEC source: 0000937098-24-000158 · wk-form4_1724105014.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,350 F1 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on October 15, 2020. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:31 UTC | TaskUs, Inc. TASK · Entity 5199 | GrantRestricted Stock Units · Derivative | 14,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-24-000106 · wk-form4_1716582664.xml · derivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,342 Underlying: Class A Common Stock · 14,342 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 23, 2025 or (b) the date of the 2025 Annual Stockholder Meeting. Read SEC document |
| May 18, 2024 Filed May 21, 2024 20:42 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 12,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-24-000092 · wk-form4_1716324108.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,941 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 stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting. Read SEC document |
| May 18, 2024 Filed May 21, 2024 20:42 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 12,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-24-000092 · wk-form4_1716324108.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,190 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). 100% of the RSUs will vest on the earlier of either (a) May 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting. Read SEC document |
| May 15, 2024 Filed May 17, 2024 23:17 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 315 | $101.03 | $31,824.45 |
DisclosureSEC source: 0000937098-24-000102 · wk-form4_1715987868.xml · nonDerivative · entry 5 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,709 F6 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2024. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2024 Filed May 17, 2024 23:17 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 515 | $101.03 | $52,030.45 |
DisclosureSEC source: 0000937098-24-000102 · wk-form4_1715987868.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,024 F5 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 15, 2023. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2024 Filed May 17, 2024 23:17 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 428 | $101.03 | $43,240.84 |
DisclosureSEC source: 0000937098-24-000102 · wk-form4_1715987868.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,539 F4 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on March 23, 2022. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2024 Filed May 17, 2024 23:17 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,361 | $101.03 | $137,501.83 |
DisclosureSEC source: 0000937098-24-000102 · wk-form4_1715987868.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,967 F3 · shares: Represents the shares withheld for satisfaction of a tax withholding obligation arising as a result of the vesting of a portion of the restricted stock unit award granted on October 15, 2020. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| May 15, 2024 Filed May 17, 2024 23:17 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 146 | $87.37 | $12,756.02 |
DisclosureSEC source: 0000937098-24-000102 · wk-form4_1715987868.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,328 F1 · shares: These shares were acquired under the TriNet Group, Inc. 2014 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:29 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 9,949 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-24-000069 · wk-form4_1710887348.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,182 F1 · shares: Represents a grant of a restricted stock unit award. The restricted stock unit award is subject to a 4-year vesting schedule: one-sixteenth of the total number of shares vesting quarterly on the 15th day of the second month of each calendar quarter following the grant date. The restricted stock unit award is also subject to accelerated vesting upon certain events. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:08 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 16,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-24-000061 · wk-form4_1709766529.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,233 F1 · shares: Represents the portion of a performance-based restricted stock unit award (the "PRSUs") made on March 15, 2023 that was determined to be earned based on performance for the period ending December 31, 2023. The PRSUs will vest as follows: 50% on December 31, 2024 and 50% on December 31, 2025, subject to continued service through each such date and are subject to accelerated vesting upon certain events. Each PRSU represents a contingent right to receive one share of TNET common stock upon vesting. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 23:08 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 4,396 | $122.67 | $539,235.34 |
DisclosureSEC source: 0000937098-24-000045 · wk-form4_1708729688.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,999 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.56 to $122.80, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F2 · balance_after: The total securities beneficially owned includes shares of unvested restricted stock units. It excludes unvested performance-based restricted stock units which will be reported when earned upon achievement of certain performance criteria. 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.