Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phoenix Education Partners, Inc.PXED · Entity 4921 | Chief Academic Off. & Provost | October 08, 2026 | October 13, 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.
Phoenix Education Partners, Inc.
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 62,682 |
Ending reported balance
After 2026-10-12 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-10-08 · Tax withholding · Disposed 5,634 · Balance 62,682 F1: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Row 2 · 2026-10-09 · Exercise / conversion · Acquired 19,453 · Balance 82,135 F2: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Row 3 · 2026-10-09 · Sale · Disposed 19,453 · Balance 62,682 F3: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. The shares were sold in multiple transactions at prices ranging from $25.51 to $26.09, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote to this Form 4. Row 4 · 2026-10-12 · Exercise / conversion · Acquired 850 · Balance 63,532 F2: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Row 5 · 2026-10-12 · Sale · Disposed 850 · Balance 62,682 F4: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.79 · Expires 2028-01-22 | Direct | 88,419 |
Reported balance
After 2026-10-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-10-09 · Exercise / conversion · Disposed 19,453 · Balance 88,419 F2: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.79 · Expires 2028-01-22 | Direct | 87,569 |
Reported balance
After 2026-10-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-12 · Exercise / conversion · Disposed 850 · Balance 87,569 F2: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
F2: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026.
F3: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. The shares were sold in multiple transactions at prices ranging from $25.51 to $26.09, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote to this Form 4.
F4: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026.
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 |
|---|---|---|---|---|---|---|
| October 12, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 850 | Not disclosed Strike: $3.79 | Not disclosed |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · derivative · entry 7 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,569 Underlying: Common Stock · 850 shares Expires 2028-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. F2 · price: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. F2 · derivative.underlying_shares: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Read SEC document |
| October 12, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | SaleCommon Stock, par value $0.01 per share | 850 | $25.00 | $21,250.00 |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · nonDerivative · entry 5 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,682 F4 · kind: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Read SEC document |
| October 12, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionCommon Stock, par value $0.01 per share | 850 | $3.79 | $3,221.50 |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · nonDerivative · entry 4 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,532 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,453 | Not disclosed Strike: $3.79 | Not disclosed |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · derivative · entry 6 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,419 Underlying: Common Stock · 19,453 shares Expires 2028-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. F2 · price: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. F2 · derivative.underlying_shares: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | SaleCommon Stock, par value $0.01 per share | 19,453 | $25.89 | $503,638.17 |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · nonDerivative · entry 3 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,682 F3 · kind: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. The shares were sold in multiple transactions at prices ranging from $25.51 to $26.09, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote to this Form 4. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionCommon Stock, par value $0.01 per share | 19,453 | $3.79 | $73,726.87 |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · nonDerivative · entry 2 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Represents the exercise of stock options pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2026. Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 20:52 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Tax withholdingCommon Stock, par value $0.01 per share | 5,634 | $26.15 | $147,329.10 |
DisclosureSEC source: 0000950142-26-002742 · es260842218_4-woodsj.xml · nonDerivative · entry 1 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,682 F1 · kind: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:07 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,052 | Not disclosed Strike: $11.04 | Not disclosed |
DisclosureSEC source: 0000950142-26-001283 · es260775211_4-woodsj.xml · derivative · entry 3 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,052 shares Expires 2026-08-31 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 · kind: The stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") were exercised by the Reporting Person because such stock options were scheduled to expire prior to the expiration of certain restrictions on transfer of the Issuer's common stock by the Reporting Person, as previously disclosed in connection with the Issuer's initial public offering. The Reporting Person remains subject to such restrictions, which will expire on October 8, 2026. No shares of the Issuer's common stock were sold by the Reporting Person in connection with this transaction. F1 · price: The stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") were exercised by the Reporting Person because such stock options were scheduled to expire prior to the expiration of certain restrictions on transfer of the Issuer's common stock by the Reporting Person, as previously disclosed in connection with the Issuer's initial public offering. The Reporting Person remains subject to such restrictions, which will expire on October 8, 2026. No shares of the Issuer's common stock were sold by the Reporting Person in connection with this transaction. F1 · derivative.underlying_shares: The stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") were exercised by the Reporting Person because such stock options were scheduled to expire prior to the expiration of certain restrictions on transfer of the Issuer's common stock by the Reporting Person, as previously disclosed in connection with the Issuer's initial public offering. The Reporting Person remains subject to such restrictions, which will expire on October 8, 2026. No shares of the Issuer's common stock were sold by the Reporting Person in connection with this transaction. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:07 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Tax withholdingCommon Stock, par value $0.01 per share | 34,296 | $29.96 | $1,027,508.16 |
DisclosureSEC source: 0000950142-26-001283 · es260775211_4-woodsj.xml · nonDerivative · entry 2 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,316 Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:07 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | Exercise / conversionCommon Stock, par value $0.01 per share | 60,052 | $11.04 | $662,974.08 |
DisclosureSEC source: 0000950142-26-001283 · es260775211_4-woodsj.xml · nonDerivative · entry 1 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,612 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. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 61,602 | Not disclosed Strike: $10.61 | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · derivative · entry 7 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,602 Underlying: Common Stock · 61,602 shares Expires 2030-08-31 F4 · price: Consists of (i) 6,858 stock options granted under the University Equity Plan that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO and (ii) 54,744 stock options granted under the University Equity Plan that vest and become exercisable for shares of the Issuer's common stock on the twelve-month anniversary of the closing of the IPO. F4 · derivative.exercise_date: Consists of (i) 6,858 stock options granted under the University Equity Plan that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO and (ii) 54,744 stock options granted under the University Equity Plan that vest and become exercisable for shares of the Issuer's common stock on the twelve-month anniversary of the closing of the IPO. F4 · derivative.underlying_shares: Consists of (i) 6,858 stock options granted under the University Equity Plan that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO and (ii) 54,744 stock options granted under the University Equity Plan that vest and become exercisable for shares of the Issuer's common stock on the twelve-month anniversary of the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 61,602 | Not disclosed Strike: $10.61 | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · derivative · entry 6 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,602 Underlying: Common Stock · 61,602 shares Expires 2033-02-17 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,704 | Not disclosed Strike: $5.23 | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · derivative · entry 5 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,704 Underlying: Common Stock · 7,704 shares Expires 2029-02-06 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 107,872 | Not disclosed Strike: $3.79 | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · derivative · entry 4 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,872 Underlying: Common Stock · 107,872 shares Expires 2028-01-22 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,052 | Not disclosed Strike: $11.04 | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · derivative · entry 3 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,052 Underlying: Common Stock · 60,052 shares Expires 2026-08-31 F3 · price: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. F3 · derivative.underlying_shares: Consists of stock options granted under The University of Phoenix, Inc. Management Equity Plan (the "University Equity Plan") that became exercisable for shares of the Issuer's common stock in connection with the closing of the IPO. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantCommon Stock, par value $0.01 per share | 39,060 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · nonDerivative · entry 2 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,560 F2 · price: Consists of restricted stock units granted under the Phoenix Education Partners, Inc. 2025 Omnibus Incentive Plan (the "Omnibus Incentive Plan") that will vest and become exercisable for shares of the Issuer's common stock in accordance with the following: (i) 1/3 of such units shall vest on the first anniversary of the date of grant and (ii) the remaining 2/3 of such units shall vest in eight?equal installments on each three-month anniversary thereafter over two years. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 20:48 UTC | Phoenix Education Partners, Inc. PXED · Entity 4921 | GrantCommon Stock, par value $0.01 per share | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-002802 · es250691621_4-woodsj.xml · nonDerivative · entry 1 Woods John Terrence · CIK 0002085188 · Chief Academic Off. & Provost 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 F1 · price: Consists of shares of common stock in The University of Phoenix, Inc. held by the Reporting Person that became shares of common stock of the Issuer in connection with the closing of the Issuer's initial public offering (the "IPO"). 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.