Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MAXIMUS, INC.MMS · Entity 4224 | Director | February 27, 2026 | March 02, 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.
MAXIMUS, INC.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIn Trust | 45,500 |
Reported balance
After 2026-02-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-27 · Gift · Disposed 7,000 · Balance 45,500 F1: Reflects the gift of common stock to a family member. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the gift of common stock to a family member.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 2, 2026 21:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085518 · ownership.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 45,500 F1 · shares: Reflects the gift of common stock to a family member. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 00:10 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-072499 · ownership.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 52,500 F1 · shares: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 01:46 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-305694 · ownership.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 55,500 F1 · shares: Reflects the gift of common stock to a family member. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:00 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034874 · ownership.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 67,500 F1 · shares: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| November 21, 2023 Filed Nov 22, 2023 15:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 2,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-23-000104 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 70,000 F1 · security: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| December 30, 2021 Filed Dec 30, 2021 22:41 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,949 | $80.84 | $1,046,807.52 |
DisclosureSEC source: 0001032220-21-000147 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 72,987.688 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 08,2021 F4 · price: The weighted average sales price for prices ranging from $80.66 to $81.22. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 22:41 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,949 | $80.14 | $1,037,673.29 |
DisclosureSEC source: 0001032220-21-000147 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 85,936.688 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 08,2021 F3 · price: The weighted average sales price for prices ranging from $80.00 to $80.195. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 22:41 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,949 | $80.05 | $1,036,531.19 |
DisclosureSEC source: 0001032220-21-000147 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 98,885.688 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 08,2021 F2 · price: The weighted average sales price for prices ranging from $80.00 to $80.15. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 22:26 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 6,234 | $83.20 | $518,668.80 |
DisclosureSEC source: 0001032220-21-000116 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,834.688 F1 · shares: These shares were surrendered to satisfy the withholding tax due in connection with the recent vesting of restricted stock units. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 16:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 43.691 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-21-000102 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,633.003 Underlying: Common Stock · 43.691 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| June 17, 2021 Filed Jun 17, 2021 21:34 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $90.34 | $993,791.70 |
DisclosureSEC source: 0001032220-21-000081 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 104,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 17,2021. F4 · price: The weighted average sales price for prices ranging from $89.65 to $92.07. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 21:34 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $91.92 | $1,102,996.80 |
DisclosureSEC source: 0001032220-21-000081 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 115,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 17,2021. F3 · price: The weighted average sales price for prices ranging from $91.23 to $92.96. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:34 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $93.40 | $1,120,778.40 |
DisclosureSEC source: 0001032220-21-000081 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 127,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 17,2021. F2 · price: The weighted average sales price for prices ranging from $93.03 to $93.73. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 23:28 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 40.936 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-21-000064 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,589.312 Underlying: Common Stock · 40.936 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| March 25, 2021 Filed Mar 25, 2021 22:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $86.45 | $950,943.40 |
DisclosureSEC source: 0001032220-21-000037 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 139,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 12,2021. F4 · price: The weighted average sales price for prices ranging from $85.50 to $87.39. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 22:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $87.42 | $1,049,092.80 |
DisclosureSEC source: 0001032220-21-000037 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 150,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 12,2021. F3 · price: The weighted average sales price for prices ranging from $86.95 to $87.99. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 22:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $87.13 | $1,045,597.20 |
DisclosureSEC source: 0001032220-21-000037 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 162,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 12,2021. F2 · price: The weighted average sales price for prices ranging from $86.53 to $87.49. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 00:53 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 46.512 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-21-000014 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,548.376 Underlying: Common Stock · 46.512 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| December 10, 2020 Filed Dec 10, 2020 23:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $71.27 | $784,006.30 |
DisclosureSEC source: 0001032220-20-000131 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 174,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2020. F4 · price: The weighted average sales price for prices ranging from $70.37 to $71.93. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 23:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $72.23 | $866,726.40 |
DisclosureSEC source: 0001032220-20-000131 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 185,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2020. F3 · price: The weighted average sales price for prices ranging from $70.97 to $72.66. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 23:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $70.72 | $848,695.20 |
DisclosureSEC source: 0001032220-20-000131 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 197,435.685 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2020. F2 · price: The weighted average sales price for prices ranging from $70.24 to $71.075. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 19:18 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 52.442 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000122 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,501.864 Underlying: Common Stock · 52.442 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 15, 2020 Filed Dec 4, 2020 22:43 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000129 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,435 F1 · security: The reporting person made a gift of these shares to an IRC 501(c)(3) Charitable organization. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 21:13 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,639 | $68.41 | $796,223.99 |
DisclosureSEC source: 0001032220-20-000093 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,835.685 F1 · security: These shares were surrendered to satisfy the withholding tax due in connection with the recent vesting of restricted stock units. F2 · balance_after: In addition, the reporting person holds 13,449.422 shares that are restricted and subject to future vesting pursuant to the terms of a grant of restricted stock previously made by the issuer to the reporting person. The reporting person does not have voting or dispositive power over these shares of restricted stock. Read SEC document |
| September 10, 2020 Filed Sep 10, 2020 21:37 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $72.50 | $797,473.60 |
DisclosureSEC source: 0001032220-20-000088 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 200,887 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 07, 2020. F4 · price: The weighted average sales price for prices ranging from $71.71. to $74.13. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 21:37 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $73.83 | $885,984.00 |
DisclosureSEC source: 0001032220-20-000088 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 211,887 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 07, 2020. F3 · price: The weighted average sales price for prices ranging from $73.53 to $74.19. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 21:37 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $73.68 | $884,205.60 |
DisclosureSEC source: 0001032220-20-000088 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 223,887 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 07, 2020. F2 · price: The weighted average sales price for prices ranging from $73.37 to $74.22. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 14:46 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 140.438 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000087 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,036.658 Underlying: Common Stock · 140.438 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| July 24, 2020 Filed Dec 4, 2020 22:43 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000129 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,135 F1 · security: The reporting person made a gift of these shares to an IRC 501(c)(3) Charitable organization. Read SEC document |
| June 11, 2020 Filed Jun 11, 2020 21:20 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,466 | $68.98 | $721,939.45 |
DisclosureSEC source: 0001032220-20-000062 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 235,887 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2020. F4 · price: The weighted average sales price for prices ranging from $68.055 to $70.91. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 21:20 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,466 | $72.82 | $762,184.36 |
DisclosureSEC source: 0001032220-20-000062 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 246,353 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2020. F3 · price: The weighted average sales price for prices ranging from $72.34 to $73.335. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:20 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,466 | $72.84 | $762,370.65 |
DisclosureSEC source: 0001032220-20-000062 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 256,819 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2020. F2 · price: The weighted average sales price for prices ranging from $72.165 to $73.74. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 18:26 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 150.636 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000056 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896.22 Underlying: Common Stock · 150.636 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 23:55 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $59.23 | $651,484.90 |
DisclosureSEC source: 0001032220-20-000027 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 267,286 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2020. F2 · price: The weighted average sales price for prices ranging from $59.01 to $60.51. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:15 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $60.59 | $727,126.80 |
DisclosureSEC source: 0001032220-20-000023 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 278,286 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2020. F3 · price: The weighted average sales price for prices ranging from $59.79 to $61.49. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:15 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $61.24 | $734,827.20 |
DisclosureSEC source: 0001032220-20-000023 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 290,286 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2020. F2 · price: The weighted average sales price for prices ranging from $59.55 to $62.54. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 19:24 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 171.387 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-20-000017 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,745.584 Underlying: Common Stock · 171.387 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| December 12, 2019 Filed Dec 12, 2019 19:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,028 | $73.33 | $808,683.24 |
DisclosureSEC source: 0001032220-19-000120 · primary_doc.xml · nonDerivative · entry 4 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 302,285 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2019. F5 · price: The weighted average sales price for prices ranging from $72.89 to $73.77. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 19:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,028 | $73.10 | $806,146.80 |
DisclosureSEC source: 0001032220-19-000120 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 313,313 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2019. F4 · price: The weighted average sales price for prices ranging from $72.95 to $73.48. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 19:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 1,444 | $73.78 | $106,538.32 |
DisclosureSEC source: 0001032220-19-000120 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 324,341 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2019. F3 · price: The weighted average sales price for prices ranging from $73.65 to $74.00. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 19:56 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,145 | $73.90 | $823,615.50 |
DisclosureSEC source: 0001032220-19-000120 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 325,785 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2019. F2 · price: The weighted average sales price for prices ranging from $73.67 to $74.09. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 15:00 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 144.145 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000106 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,574.197 Underlying: Common Stock · 144.145 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 16:08 UTC | MAXIMUS, INC. MMS · Entity 4224 | Tax withholdingCommon Stock | 18,121 | $77.26 | $1,400,028.46 |
DisclosureSEC source: 0001032220-19-000088 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,930 F1 · security: These shares were surrendered to satisfy the withholding tax due in connection with the recent vesting of restricted stock units. F2 · balance_after: In addition, the reporting person holds 38,430 shares that are restricted and subject to future vesting pursuant to the terms of a grant of restricted stock previously made by the issuer to the reporting person. The reporting person does not have voting or dispositive power over these shares of restricted stock. Read SEC document |
| September 12, 2019 Filed Sep 12, 2019 21:13 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $80.40 | $884,376.90 |
DisclosureSEC source: 0001032220-19-000085 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,874.254 F1 · security: These sales were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2019. F4 · price: The weighted average sales price for prices ranging from $79.91 to $80.95. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 21:13 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $78.45 | $941,396.40 |
DisclosureSEC source: 0001032220-19-000085 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,874.254 F1 · security: These sales were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2019. F3 · price: The weighted average sales price for prices ranging from $78.20 to $78.70. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 21:13 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $78.04 | $936,500.40 |
DisclosureSEC source: 0001032220-19-000085 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,874.254 F1 · security: These sales were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2019. F2 · price: The weighted average sales price for prices ranging from $77.465 to $78.65. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 18:08 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 254.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000083 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,607.247 Underlying: Common Stock · 254.59 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| July 22, 2019 Filed Jul 22, 2019 21:46 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000064 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,874.254 F1 · security: The reporting person made a gift of these shares to an IRC 501(c)(3) Charitable organization. Read SEC document |
| June 13, 2019 Filed Jun 13, 2019 21:15 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $75.34 | $828,721.30 |
DisclosureSEC source: 0001032220-19-000061 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,874.254 F1 · security: These sales were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2019. F4 · price: The weighted average sales price for prices ranging from $75.09 to $75.71. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| June 12, 2019 Filed Jun 13, 2019 21:15 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $74.67 | $896,085.60 |
DisclosureSEC source: 0001032220-19-000061 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,874.254 F1 · security: These sales were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2019. F3 · price: The weighted average sales price for prices ranging from $74.32 to $74.90. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. 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.