Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Huron Consulting Group Inc.HURN · Entity 4332 | Director | March 01, 2026 | March 03, 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.
Huron Consulting Group Inc.
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,154 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Tax withholding · Disposed 220 · Balance 32,881 F1: Shares withheld in order to satisfy tax liability associated with vesting of restricted shares. Row 2 · 2026-03-01 · Grant · Acquired 1,273 · Balance 34,154 F2: Consists of restricted stock units granted to the reporting person on March 1, 2026, which restricted stock units will vest in four equal installments beginning on March 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Family LLC | 3,855 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,855 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld in order to satisfy tax liability associated with vesting of restricted shares.
F2: Consists of restricted stock units granted to the reporting person on March 1, 2026, which restricted stock units will vest in four equal installments beginning on March 1, 2027.
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 |
|---|---|---|---|---|---|---|
| September 05, 2018 Filed Sep 6, 2018 15:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionCommon Stock | 10,000 | $23.43 | $234,300.00 |
DisclosureSEC source: 0001567619-18-002186 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,397 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F2 · shares: Common stock acquired upon the exercise of options granted May 3, 2010. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 15:32 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $23.43 | $0.00 |
DisclosureSEC source: 0001140361-18-027547 · doc1.xml · derivative · entry 5 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 10,000 shares Expires 2020-05-03 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 15:32 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 7,500 | $40.55 | $304,125.00 |
DisclosureSEC source: 0001140361-18-027547 · doc1.xml · nonDerivative · entry 3 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,397 F3 · kind: Automatic sale pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.30 to $41.10. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 (4) to this Form 4. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 15:32 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 10,000 | $40.55 | $405,500.00 |
DisclosureSEC source: 0001140361-18-027547 · doc1.xml · nonDerivative · entry 2 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,897 F1 · kind: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.30 to $41.10. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 (4) to this Form 4. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 15:32 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionCommon Stock | 10,000 | $23.43 | $234,300.00 |
DisclosureSEC source: 0001140361-18-027547 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,897 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F2 · shares: Common stock acquired upon the exercise of options granted May 3, 2010. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 10:17 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 2,793 | $36.65 | $102,363.45 |
DisclosureSEC source: 0001140361-18-013782 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,897 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 13:22 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $23.43 | $0.00 |
DisclosureSEC source: 0001140361-18-012206 · doc1.xml · derivative · entry 5 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 10,000 shares Expires 2020-05-03 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 13:22 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 7,500 | $34.94 | $262,050.00 |
DisclosureSEC source: 0001140361-18-012206 · doc1.xml · nonDerivative · entry 3 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,690 F3 · kind: Automatic sale pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.65 to $35.35. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 (4) to this Form 4. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 13:22 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | SaleCommon Stock | 10,000 | $34.94 | $349,400.00 |
DisclosureSEC source: 0001140361-18-012206 · doc1.xml · nonDerivative · entry 2 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,190 F1 · kind: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.65 to $35.35. The undersigned undertakes to provide Huron Consulting Group Inc. ("Huron"), any security holder of Huron 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 (4) to this Form 4. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 13:22 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Exercise / conversionCommon Stock | 10,000 | $23.43 | $234,300.00 |
DisclosureSEC source: 0001140361-18-012206 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,190 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: Automatic exercise and sale pursuant to a 10b5-1 trading plan. F2 · shares: Common stock acquired upon the exercise of options granted May 3, 2010. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 16:34 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 3,082 | $35.00 | $107,870.00 |
DisclosureSEC source: 0001140361-18-011661 · doc1.xml · nonDerivative · entry 2 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,190 F2 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 16:34 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 22,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-011661 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,272 F1 · kind: Huron Consulting Group Inc. awarded restricted stock to reporting person. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 09:58 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 5,169 | $40.45 | $209,086.05 |
DisclosureSEC source: 0001140361-18-000305 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,293 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| December 13, 2017 Filed Dec 15, 2017 13:30 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-046360 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,462 F1 · kind: Mr. Roth gifted shares to a charitable foundation. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 13:40 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 19,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-012504 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,462 F1 · kind: Huron Consulting Group Inc. awarded restricted stock to reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 13:03 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 2,421 | $43.45 | $105,192.45 |
DisclosureSEC source: 0001140361-17-010436 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,658 F1 · kind: Shares withheld in order to satisfy tax liability associated with restricted share lapse. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 12:12 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | Tax withholdingCommon Stock | 5,165 | $43.65 | $225,452.25 |
DisclosureSEC source: 0001140361-17-009317 · doc1.xml · nonDerivative · entry 3 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,079 F3 · kind: Shares withheld to satisfy tax liability associated with vesting of performance shares referenced in footnotes 1 and 2. F3 · price: Shares withheld to satisfy tax liability associated with vesting of performance shares referenced in footnotes 1 and 2. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 12:12 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 22,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009317 · doc1.xml · nonDerivative · entry 2 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,244 F2 · shares: Relates to performance shares for which the performance condition has been satisfied, of which 11,021 shares vested on February 23, 2017 and 11,021 shares will vest on December 31, 2017. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 12:12 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 5,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009317 · doc1.xml · nonDerivative · entry 1 Roth James H · CIK 0001356185 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,202 F1 · shares: Relates to the component of a performance share award for which the performance condition has been satisfied. 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.