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 |
|---|---|---|---|---|---|---|
| February 15, 2024 Filed Feb 20, 2024 23:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 363 | $113.15 | $41,073.45 |
DisclosureSEC source: 0000937098-24-000033 · wk-form4_1708470824.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,395 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 |
| February 15, 2024 Filed Feb 20, 2024 23:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 302 | $113.15 | $34,171.30 |
DisclosureSEC source: 0000937098-24-000033 · wk-form4_1708470824.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,758 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 |
| February 15, 2024 Filed Feb 20, 2024 23:13 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,003 | $113.15 | $113,489.45 |
DisclosureSEC source: 0000937098-24-000033 · wk-form4_1708470824.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,060 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 |
| December 31, 2023 Filed Jan 3, 2024 23:10 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 4,187 | $118.93 | $497,959.91 |
DisclosureSEC source: 0000937098-24-000007 · wk-form4_1704323402.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,063 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 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, 2023 Filed Jan 3, 2024 23:10 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 7,407 | $118.93 | $880,914.51 |
DisclosureSEC source: 0000937098-24-000007 · wk-form4_1704323402.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,250 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 15, 2021. 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 20, 2023 Filed Nov 22, 2023 23:05 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-23-000221 · wk-form4_1700694336.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,657 F1 · kind: The transaction reported involved a gift by the Reporting Person of 1,000 shares of common stock to a charitable donor advised fund. 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, 2023 Filed Nov 17, 2023 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 110 | $77.21 | $8,493.10 |
DisclosureSEC source: 0000937098-23-000209 · wk-form4_1700264268.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,657 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, 2023 Filed Nov 17, 2023 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 503 | $112.79 | $56,733.37 |
DisclosureSEC source: 0000937098-23-000209 · wk-form4_1700264268.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,547 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, 2023 Filed Nov 17, 2023 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 419 | $112.79 | $47,259.01 |
DisclosureSEC source: 0000937098-23-000209 · wk-form4_1700264268.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,050 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 15, 2023 Filed Nov 17, 2023 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,327 | $112.79 | $149,672.33 |
DisclosureSEC source: 0000937098-23-000209 · wk-form4_1700264268.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,469 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 |
| September 07, 2023 Filed Sep 7, 2023 22:15 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 1,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-23-000109 · wk-form4_1694124789.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,175 Underlying: Class A Common Stock · 1,138 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, 2023 Filed Sep 7, 2023 22:15 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 1,138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-23-000109 · wk-form4_1694124789.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,249 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 31, 2023 Filed Sep 5, 2023 22:07 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Disposition to issuerCommon Stock | 4,015 | $107.00 | $429,605.00 |
DisclosureSEC source: 0000937098-23-000180 · wk-form4_1693951623.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,808 F3 · shares: The share amount reported is based on an estimate of the number of shares accepted by the Issuer in the Issuer's fixed price tender offer, the results of which are reported in the Issuer's press release dated August 31, 2023. F3 · price: The share amount reported is based on an estimate of the number of shares accepted by the Issuer in the Issuer's fixed price tender offer, the results of which are reported in the Issuer's press release dated August 31, 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 31, 2023 Filed Sep 5, 2023 22:07 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 4,253 | $111.49 | $474,149.96 |
DisclosureSEC source: 0000937098-23-000180 · wk-form4_1693951623.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,823 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.41 to $111.53, 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 31, 2023 Filed Sep 8, 2023 22:28 UTC Amendment | TRINET GROUP, INC. TNET · Entity 4202 | Disposition to issuerCommon Stock | 4,027 | $107.00 | $430,889.00 |
DisclosureSEC source: 0000937098-23-000189 · wk-form4a_1694212086.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,796 F1 · shares: This amended Form 4 is being filed to reflect the actual number of shares of Common Stock accepted by the Issuer in the Issuer's fixed price tender offer. The initial Form 4 (filed on September 5, 2023) that this filing amends was based on an estimate of the number of shares accepted by the Issuer in the Issuer's fixed price tender offer, the results of which are reported in the Issuer's press release dated August 31, 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, 2023 Filed Aug 17, 2023 22:20 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 504 | $106.51 | $53,681.04 |
DisclosureSEC source: 0000937098-23-000159 · wk-form4_1692310812.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,076 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. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 22:20 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 419 | $106.51 | $44,627.69 |
DisclosureSEC source: 0000937098-23-000159 · wk-form4_1692310812.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,580 F2 · 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. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 22:20 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,327 | $106.51 | $141,338.77 |
DisclosureSEC source: 0000937098-23-000159 · wk-form4_1692310812.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,999 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. Read SEC document |
| May 18, 2023 Filed May 18, 2023 20:18 UTC | TaskUs, Inc. TASK · Entity 5199 | GrantRestricted Stock Units · Derivative | 12,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-23-000070 · wf-form4_168444109757769.xml · derivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,941 Underlying: Class A Common Stock · 12,941 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 18, 2024 or (b) the date of the 2024 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 18, 2024 or (b) the date of the 2024 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 18, 2024 or (b) the date of the 2024 Annual Stockholder Meeting. Read SEC document |
| May 18, 2023 Filed May 18, 2023 20:18 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 7,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-23-000070 · wf-form4_168444109757769.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 · 7,265 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) June 14, 2023 or (b) the date of the 2023 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) June 14, 2023 or (b) the date of the 2023 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) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting. Read SEC document |
| May 18, 2023 Filed May 18, 2023 20:18 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 7,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-23-000070 · wf-form4_168444109757769.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,111 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) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 503 | $91.76 | $46,155.28 |
DisclosureSEC source: 0000937098-23-000121 · wf-form4_168436163763405.xml · nonDerivative · entry 4 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,326 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. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 419 | $91.76 | $38,447.44 |
DisclosureSEC source: 0000937098-23-000121 · wf-form4_168436163763405.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,829 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. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,250 | $91.76 | $114,700.00 |
DisclosureSEC source: 0000937098-23-000121 · wf-form4_168436163763405.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,248 F2 · 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. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 217 | $58.71 | $12,740.07 |
DisclosureSEC source: 0000937098-23-000121 · wf-form4_168436163763405.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,498 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). Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:11 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 16,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-23-000060 · wf-form4_167909109561171.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,281 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. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 23:20 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 16,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-23-000050 · wf-form4_167771279034576.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,047 F1 · shares: Represents the portion of a performance-based restricted stock unit award (the "PRSUs") made on March 23, 2022 that was determined to be earned based on performance for the period ending December 31, 2022. The PRSUs will vest as follows: 50% on December 31, 2023 and 50% on December 31, 2024, 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. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 292 | $78.83 | $23,018.36 |
DisclosureSEC source: 0000937098-23-000032 · wf-form4_167667685191604.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,159 F2 · 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. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:34 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 978 | $78.83 | $77,095.74 |
DisclosureSEC source: 0000937098-23-000032 · wf-form4_167667685191604.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,451 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. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:28 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 7,407 | $67.80 | $502,194.60 |
DisclosureSEC source: 0000937098-23-000006 · wf-form4_167286767116759.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,429 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 15, 2021. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 419 | $69.24 | $29,011.56 |
DisclosureSEC source: 0000937098-22-000233 · wf-form4_166872685948106.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,836 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. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,322 | $69.24 | $91,535.28 |
DisclosureSEC source: 0000937098-22-000233 · wf-form4_166872685948106.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,255 F2 · 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. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:14 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 193 | $59.19 | $11,423.67 |
DisclosureSEC source: 0000937098-22-000233 · wf-form4_166872685948106.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,577 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). Read SEC document |
| September 13, 2022 Filed Sep 14, 2022 21:39 UTC | TaskUs, Inc. TASK · Entity 5199 | PurchaseClass A Common Stock | 4,000 | $18.36 | $73,430.40 |
DisclosureSEC source: 0001829864-22-000123 · wf-form4_166319157124956.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,846 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $18.14 to $18.45, inclusive. The Reporting Person will provide, upon the request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 22:47 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 1,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-22-000117 · wf-form4_166276361928685.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,313 Underlying: Class A Common Stock · 1,138 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). F2 · derivative.exercise_date: On September 7, 2021, the Reporting Person was granted 3,451 RSUs that vest annually over three years as follows: 33% on September 7, 2022; 33% on September 7, 2023; and 34% on September 7, 2024. F2 · derivative.expiration_date: On September 7, 2021, the Reporting Person was granted 3,451 RSUs that 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, 2022 Filed Sep 9, 2022 22:47 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 1,138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-22-000117 · wf-form4_166276361928685.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,846 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). Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:11 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 419 | $91.43 | $38,309.17 |
DisclosureSEC source: 0000937098-22-000201 · wf-form4_166077425352986.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,384 F2 · 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. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:11 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,322 | $91.43 | $120,870.46 |
DisclosureSEC source: 0000937098-22-000201 · wf-form4_166077425352986.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,803 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. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 20:53 UTC | TaskUs, Inc. TASK · Entity 5199 | GrantRestricted Stock Units · Derivative | 7,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-22-000074 · wf-form4_165541281411853.xml · derivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,265 Underlying: Class A Common Stock · 7,265 shares Expires not disclosed F2 · derivative.exercise_price: 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting and upon vesting, will each be settled by delivery of one share of Class A common stock or cash (or a combination thereof). F2 · derivative.exercise_date: 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting and upon vesting, will each be settled by delivery of one share of Class A common stock or cash (or a combination thereof). F2 · derivative.expiration_date: 100% of the RSUs will vest on the earlier of either (a) June 14, 2023 or (b) the date of the 2023 Annual Stockholder Meeting and upon vesting, will each be settled by delivery of one share of Class A common stock or cash (or a combination thereof). Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 20:53 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 1,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-22-000074 · wf-form4_165541281411853.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,708 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: Represents restricted stock units ("RSUs") originally granted on April 1, 2022, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). F1 · derivative.exercise_date: Represents restricted stock units ("RSUs") originally granted on April 1, 2022, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). F1 · derivative.expiration_date: Represents restricted stock units ("RSUs") originally granted on April 1, 2022, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 20:53 UTC | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 1,708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-22-000074 · wf-form4_165541281411853.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,708 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: Represents restricted stock units ("RSUs") originally granted on April 1, 2022, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). Read SEC document |
| June 14, 2022 Filed Aug 5, 2022 21:24 UTC Amendment | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionRestricted Stock Units · Derivative | 1,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001829864-22-000096 · wf-form4a_165973462977076.xml · derivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,708 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: Represents restricted stock units ("RSUs") originally granted on September 7, 2021, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). The Form 4 filed on June 16, 2022 inadvertently reported the original grant date as April 1, 2022. This amendment corrects that error. F1 · derivative.exercise_date: Represents restricted stock units ("RSUs") originally granted on September 7, 2021, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). The Form 4 filed on June 16, 2022 inadvertently reported the original grant date as April 1, 2022. This amendment corrects that error. F1 · derivative.expiration_date: Represents restricted stock units ("RSUs") originally granted on September 7, 2021, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). The Form 4 filed on June 16, 2022 inadvertently reported the original grant date as April 1, 2022. This amendment corrects that error. Read SEC document |
| June 14, 2022 Filed Aug 5, 2022 21:24 UTC Amendment | TaskUs, Inc. TASK · Entity 5199 | Exercise / conversionClass A Common Stock | 1,708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829864-22-000096 · wf-form4a_165973462977076.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,708 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: Represents restricted stock units ("RSUs") originally granted on September 7, 2021, which fully vested on June 14, 2022 and upon vesting, were to be settled by the delivery of one share of Class A common stock or cash (or a combination thereof). The Form 4 filed on June 16, 2022 inadvertently reported the original grant date as April 1, 2022. This amendment corrects that error. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:27 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 419 | $80.61 | $33,775.59 |
DisclosureSEC source: 0000937098-22-000141 · wf-form4_165282642073282.xml · nonDerivative · entry 3 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,125 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. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:27 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,319 | $80.61 | $106,324.59 |
DisclosureSEC source: 0000937098-22-000141 · wf-form4_165282642073282.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,544 F2 · 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. Read SEC document |
| May 13, 2022 Filed May 17, 2022 22:27 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 183 | $68.52 | $12,539.16 |
DisclosureSEC source: 0000937098-22-000141 · wf-form4_165282642073282.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,863 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). Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:50 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 13,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-22-000085 · wf-form4_164824140678028.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,680 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 thesecond month of each calendar quarter following the grant date. The restricted stock unit award is also subject to accelerated vesting upon certain events. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 23:46 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantCommon Stock | 29,876 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-22-000075 · wf-form4_164678316454174.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,170 F1 · shares: Represents the portion of a performance-based restricted stock unit award (the "PRSUs") made on March 15, 2021 that was determined to be earned based on performance for the period ending December 31, 2021. The PRSUs will vest as follows: 50% on December 31, 2022 and 50% on December 31, 2023, 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:26 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 958 | $84.41 | $80,864.78 |
DisclosureSEC source: 0000937098-22-000055 · wf-form4_164514033506275.xml · nonDerivative · entry 1 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,294 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 23:38 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Tax withholdingCommon Stock | 1,310 | $108.44 | $142,056.40 |
DisclosureSEC source: 0000937098-21-000260 · wf-form4_163719226448705.xml · nonDerivative · entry 2 TUMINELLI KELLY L · CIK 0001549864 · EVP & CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,252 F2 · 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. 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.