Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xerox Holdings CorpXRX · Entity 5610 | Director | May 20, 2026 | May 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Xerox Holdings Corp
Report date May 20, 2026 · Filed May 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 160,431 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 87,209 · Balance 160,431 F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2: The DSUs will vest on May 20, 2027. F3: Balance adjusted to reflect 2,941 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period.
F2: The DSUs will vest on May 20, 2027.
F3: Balance adjusted to reflect 2,941 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 23, 2026 00:08 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 87,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237395 · ownership.xml · nonDerivative · entry 1 ROESE JOHN · CIK 0001260856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,431 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 20, 2027. F3 · balance_after: Balance adjusted to reflect 2,941 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| May 21, 2025 Filed May 24, 2025 01:21 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 55,226 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077298 · ownership.xml · nonDerivative · entry 1 ROESE JOHN · CIK 0001260856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,073 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 21, 2026. F3 · balance_after: Balance adjusted to reflect 1,695 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| May 21, 2025 Filed Jun 16, 2025 23:27 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 52,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086973 · ownership.xml · nonDerivative · entry 1 ROESE JOHN · CIK 0001260856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,281 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 21, 2026. F4 · shares: This amendment is being filed to correct an inadvertent clerical error in reporting the number of DSUs awarded on May 21, 2025. The correct number of DSUs awarded is 52,434, not 55,226, as was originally reported on the Form 4 filed on May 23, 2025. F3 · balance_after: Balance adjusted to reflect 1,695 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. F4 · balance_after: This amendment is being filed to correct an inadvertent clerical error in reporting the number of DSUs awarded on May 21, 2025. The correct number of DSUs awarded is 52,434, not 55,226, as was originally reported on the Form 4 filed on May 23, 2025. Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:20 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 16,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064754 · ownership.xml · nonDerivative · entry 1 ROESE JOHN · CIK 0001260856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,152 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 22, 2025. 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.