Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Latham Group, Inc.SWIM · Entity 5107 | Director | May 01, 2026 | May 04, 2026 |
| XEROX CORPXRX · Entity 12016 | EVP & CHRO | April 06, 2019 | April 09, 2019 |
| Xerox Holdings CorpXRX · Entity 5610 | EVP and CHRO | March 11, 2024 | March 14, 2024 |
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.
Latham Group, Inc.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 130,748 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 17,677 · Balance 130,748 F1: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026.
XEROX CORP
Report date April 06, 2019 · Filed April 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 47,720 |
Reported balance
After 2019-04-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-04-06 · Exercise / conversion · Disposed 583 · Balance 47,720 F1: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 384 |
Ending reported balance
After 2019-04-06 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2019-04-06 · Exercise / conversion · Acquired 583 · Balance 583 F2: Restricted Stock Units vested and converted to shares of Common Stock. Row 3 · 2019-04-06 · Tax withholding · Disposed 199 · Balance 384 F3: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock.
F2: Restricted Stock Units vested and converted to shares of Common Stock.
F3: Shares withheld to pay for taxes on the Restricted Stock Units that have vested.
Xerox Holdings Corp
Report date March 11, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 110,938 |
Reported balance
After 2024-03-11 transaction · row 1
1 source rowRow 1 · 2024-03-11 · Grant · Acquired 71,133 · Balance 110,938 F1: This award of restricted stock units vests in three installments of 33.33%, 33.33% and 33.34% on the first, second and third anniversaries of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: This award of restricted stock units vests in three installments of 33.33%, 33.33% and 33.34% on the first, second and third anniversaries of the date of grant.
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 01, 2026 Filed May 4, 2026 22:27 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon stock, par value $0.0001 per share | 17,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001761233-26-000001 · wk-form4_1777933623.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,748 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:16 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 16,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011780 · form4-05022025_080509.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,071 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2025. Read SEC document |
| May 02, 2024 Filed May 3, 2024 21:20 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 36,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012228 · form4-05032024_090501.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,257 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2024. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 01:30 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Unit | 71,133 | $16.87 | $1,200,013.71 |
DisclosureSEC source: 0000950170-24-031086 · ownership.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,938 F1 · shares: This award of restricted stock units vests in three installments of 33.33%, 33.33% and 33.34% on the first, second and third anniversaries of the date of grant. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 14:44 UTC | Xerox Holdings Corp XRX · Entity 5610 | SaleCommon Stock | 2,460 | $16.75 | $41,205.00 |
DisclosureSEC source: 0000950170-23-046588 · ownership.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,323 F5 · shares: The reported sales of 2,460 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 14:44 UTC | Xerox Holdings Corp XRX · Entity 5610 | SaleCommon Stock | 2,763 | $16.76 | $46,298.21 |
DisclosureSEC source: 0000950170-23-046588 · ownership.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,783 F3 · shares: The reported sales of 2,763 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.75 to $16.79, inclusive. The reporting persons undertakes to provide to Xerox Holdings Corporation, any security holder of Xerox Holdings Corporation, 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 in footnote (3) to this Form 4. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 14:44 UTC | Xerox Holdings Corp XRX · Entity 5610 | SaleCommon Stock | 3,903 | $16.76 | $65,395.16 |
DisclosureSEC source: 0000950170-23-046588 · ownership.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,546 F1 · shares: The reported sales of 3,903 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.75 to $16.79, inclusive. The reporting persons undertakes to provide to Xerox Holdings Corporation, any security holder of Xerox Holdings Corporation, 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 in footnote (2) to this Form 4. Read SEC document |
| July 18, 2023 Filed Jul 19, 2023 23:04 UTC | Xerox Holdings Corp XRX · Entity 5610 | SaleCommon Stock | 5,980 | $16.00 | $95,680.00 |
DisclosureSEC source: 0000950170-23-033572 · ownership.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,449 F1 · shares: The reported sales of 5,980 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 17:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | SaleCommon Stock | 11,000 | $15.97 | $175,615.00 |
DisclosureSEC source: 0000899243-23-015597 · doc4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,429 F1 · shares: The reported sales of 11,000 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.69 to $16.02, inclusive. The reporting persons undertakes to provide to Xerox Holdings Corporation, any security holder of Xerox Holdings Corporation, 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 in footnote (2) to this Form 4. Read SEC document |
| May 02, 2023 Filed May 4, 2023 21:07 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 31,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007320 · form4-05042023_090551.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,719 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2023. Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 23:15 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 16,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000964 · marketforms-58249.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,239 F2 · shares: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 23:15 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 33,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000964 · marketforms-58249.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,617 F1 · shares: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 22:40 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,860 | $16.73 | $31,117.80 |
DisclosureSEC source: 0001214659-23-000779 · marketforms-58219.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,507 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F2 · balance_after: On January 13, 2023, 4,320 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 4,320 RSUs and a corresponding increase of 4,320 shares of common stock acquired upon vesting. Read SEC document |
| January 12, 2023 Filed Jan 14, 2023 02:45 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 3,362 | $16.54 | $55,607.48 |
DisclosureSEC source: 0001214659-23-000654 · marketforms-58190.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,047 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F4 · balance_after: On January 12, 2023, 7,265 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 7,265 RSUs and a corresponding increase of 7,265 shares of common stock acquired upon vesting. Read SEC document |
| January 12, 2023 Filed Feb 21, 2023 23:36 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 3,362 | $16.54 | $55,607.48 |
DisclosureSEC source: 0000899243-23-005723 · doc4a.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,969 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F3 · balance_after: On January 12, 2023, 7,265 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 7,265 RSUs and a corresponding increase of 7,265 shares of common stock acquired upon vesting. Read SEC document |
| January 11, 2023 Filed Jan 14, 2023 02:45 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,587 | $16.60 | $42,944.20 |
DisclosureSEC source: 0001214659-23-000654 · marketforms-58190.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,144 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F2 · balance_after: On January 11, 2023, 5,350 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 5,350 RSUs and a corresponding increase of 5,350 shares of common stock acquired upon vesting. F3 · balance_after: Reflects adjustment upward of 3,078 shares due to administrative error. Read SEC document |
| January 11, 2023 Filed Feb 21, 2023 23:36 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,587 | $16.60 | $42,944.20 |
DisclosureSEC source: 0000899243-23-005723 · doc4a.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,066 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F2 · balance_after: On January 11, 2023, 5,350 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 5,350 RSUs and a corresponding increase of 5,350 shares of common stock acquired upon vesting. Read SEC document |
| December 09, 2022 Filed Dec 14, 2022 02:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 4,519 | $15.75 | $71,174.25 |
DisclosureSEC source: 0001127602-22-027426 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,303 F1 · security: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| May 03, 2022 Filed Jun 17, 2022 20:42 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 6,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-001973 · es220260768_4-mwade.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,339 F2 · shares: Represents RSUs which vest on the first anniversary of May 3, 2022. Read SEC document |
| April 22, 2022 Filed Jun 17, 2022 20:42 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 19,737 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-001973 · es220260768_4-mwade.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,237 F1 · shares: Represents RSUs that vest in three installments (rounded to the nearest whole number), on each anniversary of April 22, 2021. 9,210 RSUs vested on April 22, 2022. 5,263 RSUs will vest on April 22, 2023 and 5,264 RSUs will vest on April 22, 2024. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 20:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,931 | $23.82 | $69,816.42 |
DisclosureSEC source: 0000899243-22-002372 · doc4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,323 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 20:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 7,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002372 · doc4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,254 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 20:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 7,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002372 · doc4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,697 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2022 Filed Jan 19, 2022 00:14 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 916 | $23.93 | $21,919.88 |
DisclosureSEC source: 0000899243-22-002234 · doc4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,079 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 13, 2022 Filed Jan 19, 2022 00:14 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002234 · doc4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,995 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2022 Filed Jan 19, 2022 00:14 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002234 · doc4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,872 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 21:39 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 22,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001525 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,032 F1 · shares: This award of Restricted Stock Units vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date, January 12, 2022. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,101 | $23.82 | $50,045.82 |
DisclosureSEC source: 0001127602-22-001466 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,835 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001466 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,936 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:53 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001466 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,016 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 23:00 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 3,567 | $21.06 | $75,121.02 |
DisclosureSEC source: 0001127602-21-030855 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,586 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 23:00 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030855 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,153 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 23:00 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030855 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,366 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| April 27, 2021 Filed Apr 28, 2021 20:34 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon Stock, par value $0.0001 per share | 2,500 | $19.00 | $47,500.00 |
DisclosureSEC source: 0000950142-21-001477 · es210148093_4-mwade.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of common stock. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 20:42 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantRestricted Stock Units · Derivative | 15,790 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001427 · es210146981_4-mwade.xml · derivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,790 Underlying: Common Stock · 15,790 shares Expires not disclosed F2 · security: The restricted stock units will vest on the first anniversary of April 22, 2021. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units will vest in three equal installments on each anniversary of April 22, 2021. F3 · derivative.expiration_date: The restricted stock units will vest in three equal installments on each anniversary of April 22, 2021. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 20:42 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantRestricted Stock Units · Derivative | 3,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001427 · es210146981_4-mwade.xml · derivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,947 Underlying: Common Stock · 3,947 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest on the first anniversary of April 22, 2021. F2 · derivative.expiration_date: The restricted stock units will vest on the first anniversary of April 22, 2021. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionPerformance Shares · Derivative | 1,918 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013504 · form4.xml · derivative · entry 5 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,703 Underlying: Common Stock · 1,918 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. F6 · derivative.exercise_price: Not applicable. F6 · derivative.exercise_date: Not applicable. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,056 | $25.05 | $51,502.80 |
DisclosureSEC source: 0001127602-21-013504 · form4.xml · nonDerivative · entry 4 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,653 F5 · shares: Shares withheld to pay for taxes on the Performance Shares and Restricted Stock Units that have vested. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013504 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,709 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. F3 · shares: The Performance Share Units were granted based on actual performance results for 2018, and target level performance (100%) for 2019 and 2020. F4 · balance_after: Reflects adjustment of balance due to Performance Shares vesting and converting to Common Stock. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 4,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013504 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,791 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:55 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 4,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013504 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,866 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:56 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,410 | $23.04 | $32,486.40 |
DisclosureSEC source: 0001127602-21-002021 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,660 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:56 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002021 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,070 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:56 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002021 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,997 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:30 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 849 | $22.94 | $19,476.06 |
DisclosureSEC source: 0001127602-21-001794 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,482 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:30 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001794 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,331 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:30 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001794 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,585 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 23:11 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 16,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001618 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,745 F1 · shares: This award of Restricted Stock Units vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date, January 11, 2021. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 22:08 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 20,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031197 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,533 F1 · shares: This award of restricted stock units vests in two installments of 50% and 50% on the first and second anniversaries of the grant date, December 9, 2020. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionPerformance Shares · Derivative | 14,068 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021176 · form4.xml · derivative · entry 6 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,499 Underlying: Common Stock · 14,068 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. F7 · derivative.exercise_price: Not applicable. F7 · derivative.exercise_date: Not applicable. F7 · derivative.expiration_date: Not applicable. 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.