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 |
|---|---|---|---|---|---|---|
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 4,779 | $15.15 | $72,401.85 |
DisclosureSEC source: 0001127602-20-021176 · form4.xml · nonDerivative · entry 5 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,171 F6 · shares: Shares withheld to pay taxes on Performance Shares that have vested. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 14,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021176 · form4.xml · nonDerivative · entry 4 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,950 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. F4 · shares: Performance Shares vesting and converted to shares of Common Stock. 11,095 Performance Shares were awarded at target on July 1, 2017, but due to performance paid out at 126.8% of target. The total number of Performance Shares paid out is shown. F5 · balance_after: Reflects adjustment of balance due to Performance Shares vesting and converting to Common Stock. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,257 | $15.15 | $19,043.55 |
DisclosureSEC source: 0001127602-20-021176 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,882 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021176 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,139 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 |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021176 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,534 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 06, 2020 Filed Apr 8, 2020 20:41 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 199 | $18.71 | $3,723.29 |
DisclosureSEC source: 0001127602-20-013500 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,440 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 20:41 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013500 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,639 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 20:41 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013500 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,233 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 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F2 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 02:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,409 | $36.78 | $51,823.02 |
DisclosureSEC source: 0001127602-20-001706 · form4.xml · nonDerivative · entry 4 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,562 F4 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 02:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001706 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,971 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. F2 · price: Restricted Stock Units vested and converted to shares of Common Stock. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 02:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001706 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,773 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. F2 · price: Restricted Stock Units vested and converted to shares of Common Stock. F3 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2020 Filed Jan 16, 2020 02:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 8,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001706 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,360 F1 · shares: This award of restricted stock units vests in three installments of 25%, 25% and 50% on the first, second and third anniversaries of the date of grant, January 13, 2020. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionPerformance Shares · Derivative | 7,153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · derivative · entry 9 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,441 Underlying: Common Stock · 7,153 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_date: Not applicable. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 7,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 8 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,056 F5 · shares: Shares withheld to pay for taxes on the performance shares and Restricted Stock Units that have vested. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,529 | $36.81 | $93,092.49 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 7 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,703 F5 · shares: Shares withheld to pay for taxes on the performance shares and Restricted Stock Units that have vested. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,430 | $36.81 | $89,448.30 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 6 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,242 F5 · shares: Shares withheld to pay for taxes on the performance shares and Restricted Stock Units that have vested. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 17,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 5 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,672 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. F4 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 17,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 4 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,816 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: Restricted Stock Units vested and converted to shares of Common Stock. F4 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 7,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,158 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. F4 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 7,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,330 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: Restricted Stock Units vested and converted to shares of Common Stock. F4 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 16, 2019 Filed Jan 24, 2020 23:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 7,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002368 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,715 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 · shares: Reflects vesting of performance shares granted on July 1, 2016 which converted to shares of Common Stock upon vesting. F2 · balance_after: Reflects adjustment of balance due to performance shares vesting and converting to Common Stock. Read SEC document |
| April 06, 2019 Filed Apr 9, 2019 22:15 UTC | XEROX CORP XRX · Entity 12016 | Tax withholdingCommon Stock | 199 | $33.38 | $6,642.62 |
DisclosureSEC source: 0001127602-19-015124 · form4.xml · nonDerivative · entry 3 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| April 06, 2019 Filed Apr 9, 2019 22:15 UTC | XEROX CORP XRX · Entity 12016 | Exercise / conversionCommon Stock | 583 | $33.38 | $19,460.54 |
DisclosureSEC source: 0001127602-19-015124 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 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. Read SEC document |
| April 06, 2019 Filed Apr 9, 2019 22:15 UTC | XEROX CORP XRX · Entity 12016 | Exercise / conversionRestricted Stock Units | 583 | $33.38 | $19,460.54 |
DisclosureSEC source: 0001127602-19-015124 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,720 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, 2019 Filed Jan 16, 2019 23:15 UTC | XEROX CORP XRX · Entity 12016 | GrantRestricted Stock Units | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002208 · form4.xml · nonDerivative · entry 2 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,303 F2 · shares: This award of restricted stock units vests in three installments of 25%, 25% and 50% on the first, second and third anniversaries of the date of grant, January 14, 2019. Read SEC document |
| January 14, 2019 Filed Jan 16, 2019 23:15 UTC | XEROX CORP XRX · Entity 12016 | GrantRestricted Stock Units | 2,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002208 · form4.xml · nonDerivative · entry 1 Morno-Wade Suzan · CIK 0001761233 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,953 F1 · shares: On April 6, 2018, the Compensation Committee of the Board of Directors (the "Committee") granted 2018 performance share awards under the Issuer's E-LTIP program. Because of the then-pending Fujifilm transaction and other factors, the Committee determined to establish performance goals for 2018 for one-third of the awarded target shares but to defer establishing vesting conditions for the balance of the awards until a later date. The Committee has determined that, effective January 14, 2019, the balance of the awards will be subject to service-based vesting conditions and will pay out at target. The serviced-based portion of the awards are being reported on this Form 4. These awards will vest in full on April 6, 2021. 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.