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 |
|---|---|---|---|---|---|---|
| June 11, 2019 Filed Jun 13, 2019 21:15 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $74.07 | $888,848.40 |
DisclosureSEC source: 0001032220-19-000061 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,874.254 F1 · security: These sales were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2019. F2 · price: The weighted average sales price for prices ranging from $73.695 to $74.96. 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 |
| May 31, 2019 Filed Jun 3, 2019 15:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 273.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000050 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,352.657 Underlying: Common Stock · 273.96 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 14, 2019 Filed Mar 14, 2019 22:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 11,000 | $71.08 | $781,834.90 |
DisclosureSEC source: 0001032220-19-000027 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,874 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 2019. F4 · price: The weighted average sales price for prices ranging from $70.87 to $71.28. 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 13, 2019 Filed Mar 14, 2019 22:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $71.15 | $853,816.80 |
DisclosureSEC source: 0001032220-19-000027 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,874 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 2019. F3 · price: The weighted average sales price for prices ranging from $70.61 to $71.28. 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 12, 2019 Filed Mar 14, 2019 22:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 12,000 | $70.69 | $848,220.00 |
DisclosureSEC source: 0001032220-19-000027 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,874 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 2019. F2 · price: The weighted average sales price for prices ranging from $70.42 to $71.35. 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, 2019 Filed Mar 1, 2019 21:07 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 275.196 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000024 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,078.697 Underlying: Common Stock · 275.196 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 04, 2018 Filed Dec 7, 2018 14:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 30,000 | $72.03 | $2,160,900.00 |
DisclosureSEC source: 0001032220-18-000105 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,874.254 Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 18:07 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 272.535 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000098 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,803.501 Underlying: Common Stock · 272.535 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 27, 2018 Filed Nov 28, 2018 16:53 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000093 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,874.254 F2 · security: The reporting person made a gift of these shares to an IRC 501(c) (3) Charitable organization. Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 16:53 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 29,107 | $68.29 | $1,987,717.03 |
DisclosureSEC source: 0001032220-18-000093 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,474.254 F1 · price: The weighted average sales price for prices ranging from $68.06 to $68.785. 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 28, 2018 Filed Oct 2, 2018 16:24 UTC | MAXIMUS, INC. MMS · Entity 4224 | Tax withholdingCommon Stock | 23,917 | $65.06 | $1,556,040.02 |
DisclosureSEC source: 0001032220-18-000079 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,581.254 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 77,530.966 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 20, 2018 Filed Sep 20, 2018 21:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 14,002 | $64.23 | $899,348.46 |
DisclosureSEC source: 0001032220-18-000074 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,474 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 13, 2018. F4 · price: Weighted average sales price for prices ranging from $63.92 to $64.61. 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 19, 2018 Filed Sep 20, 2018 21:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 15,000 | $64.87 | $973,050.00 |
DisclosureSEC source: 0001032220-18-000074 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 13, 2018. F3 · price: Weighted average sales price for prices ranging from $64.36 to $65.98. 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 18, 2018 Filed Sep 20, 2018 21:01 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 15,000 | $65.81 | $987,150.00 |
DisclosureSEC source: 0001032220-18-000074 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 13, 2018. F2 · price: Weighted average sales price for prices ranging from $65.49 to $66.01. 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, 2018 Filed Sep 5, 2018 15:57 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 88.286 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000071 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,555.766 Underlying: Common Stock · 88.286 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 |
| May 31, 2018 Filed Jun 4, 2018 18:47 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 96.333 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000047 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,467.48 Underlying: Common Stock · 96.333 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 |
| February 28, 2018 Filed Mar 2, 2018 16:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 87.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000018 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,371.147 Underlying: Common Stock · 87.53 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 |
| February 22, 2018 Filed Feb 22, 2018 21:43 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $68.34 | $683,350.00 |
DisclosureSEC source: 0001032220-18-000015 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 508,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2017. F4 · price: Weighted average sales price for prices ranging from $68.00 to $68.64. 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. F5 · ownership.nature: These shares were held by a family trust, beneficial ownership of which was attributed to the reporting person. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 21:43 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $67.92 | $679,200.00 |
DisclosureSEC source: 0001032220-18-000015 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 518,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2017. F3 · price: Weighted average sales price for prices ranging from $67.09 to $68.29. 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. F5 · ownership.nature: These shares were held by a family trust, beneficial ownership of which was attributed to the reporting person. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:43 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $67.42 | $674,200.00 |
DisclosureSEC source: 0001032220-18-000015 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 528,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2017. F2 · price: Weighted average sales price for prices ranging from $66.95 to $67.84. 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. F5 · ownership.nature: These shares were held by a family trust, beneficial ownership of which was attributed to the reporting person. Read SEC document |
| December 07, 2017 Filed Dec 7, 2017 23:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $69.91 | $699,100.00 |
DisclosureSEC source: 0001032220-17-000148 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 538,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2017. F4 · price: Weighted average sales price for prices ranging from $69.50 to $70.27. 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. F5 · ownership.nature: These shares were held by a family trust, beneficial ownership of which was attributed to the reporting person. Read SEC document |
| December 06, 2017 Filed Dec 7, 2017 23:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $68.80 | $688,000.00 |
DisclosureSEC source: 0001032220-17-000148 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 548,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2017. F3 · price: Weighted average sales price for prices ranging from $68.80 to $69.01. 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. F5 · ownership.nature: These shares were held by a family trust, beneficial ownership of which was attributed to the reporting person. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 23:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $69.04 | $690,400.00 |
DisclosureSEC source: 0001032220-17-000148 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In Trust Disclosed balance after: 558,476 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 14, 2017. F2 · price: Weighted average sales price for prices ranging from $68.25 to $69.385. 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. F5 · ownership.nature: These shares were held by a family trust, beneficial ownership of which was attributed to the reporting person. Read SEC document |
| December 04, 2017 Filed Feb 22, 2019 19:52 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-19-000016 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,874 F1 · security: The reporting person made a gift of these shares to an IRC 501(c)(3) Charitable organization. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 17:04 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 84.814 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000133 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,283.617 Underlying: Common Stock · 84.814 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 29, 2017 Filed Oct 2, 2017 20:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | Tax withholdingCommon Stock | 30,757 | $64.50 | $1,983,826.50 |
DisclosureSEC source: 0001032220-17-000111 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,475.454 F1 · shares: 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 130,198.803 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 |
| August 31, 2017 Filed Sep 5, 2017 15:21 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 147.537 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000102 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,419.411 Underlying: Common Stock · 147.537 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 |
| August 17, 2017 Filed Aug 17, 2017 21:42 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 9,203 | $60.17 | $553,744.51 |
DisclosureSEC source: 0001032220-17-000093 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,012 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2017. F4 · price: Weighted average sales price for prices ranging from $59.85 to $60.35. 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 16, 2017 Filed Aug 17, 2017 21:42 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.08 | $600,800.00 |
DisclosureSEC source: 0001032220-17-000093 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,215 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2017. F3 · price: Weighted average sales price for prices ranging from $59.91 to $60.44. 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 15, 2017 Filed Aug 17, 2017 21:42 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.86 | $608,600.00 |
DisclosureSEC source: 0001032220-17-000093 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,215 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2017. F2 · price: Weighted average sales price for prices ranging from $60.72 to $61.25. 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 31, 2017 Filed Jun 2, 2017 18:42 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 144.34 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000074 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,271.87 Underlying: Common Stock · 144.34 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 |
| May 25, 2017 Filed May 25, 2017 22:19 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $61.91 | $619,100.00 |
DisclosureSEC source: 0001032220-17-000058 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F4 · price: Weighted average sales price for prices ranging from $61.41 to $62.21. 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 25, 2017 Filed Jun 2, 2017 18:38 UTC Amendment | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $61.91 | $619,100.00 |
DisclosureSEC source: 0001032220-17-000073 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,214 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F4 · price: Weighted average sales price for prices ranging from $61.41 to $62.21. 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 24, 2017 Filed May 25, 2017 22:19 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $63.51 | $635,100.00 |
DisclosureSEC source: 0001032220-17-000058 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F3 · price: Weighted average sales price for prices ranging from $63.02 to $63.78. 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 23, 2017 Filed May 25, 2017 22:19 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $63.01 | $630,100.00 |
DisclosureSEC source: 0001032220-17-000058 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F2 · price: Weighted average sales price for prices ranging from $62.58 to $63.28. 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 23, 2017 Filed Jun 2, 2017 18:38 UTC Amendment | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $63.01 | $630,100.00 |
DisclosureSEC source: 0001032220-17-000073 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579,214 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F2 · price: Weighted average sales price for prices ranging from $62.58 to $63.28. 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 09, 2017 Filed Mar 9, 2017 21:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.29 | $602,900.00 |
DisclosureSEC source: 0001032220-17-000026 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Dec 12, 2016. F4 · price: Weighted average sales price for prices ranging from $59.945 to $60.95. 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 |
| March 09, 2017 Filed Jun 2, 2017 17:06 UTC Amendment | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.29 | $602,900.00 |
DisclosureSEC source: 0001032220-17-000072 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,214 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F4 · price: Weighted average sales price for prices ranging from $59.945 to $60.95. 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 |
| March 08, 2017 Filed Mar 9, 2017 21:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.89 | $608,900.00 |
DisclosureSEC source: 0001032220-17-000026 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Dec 12, 2016. F3 · price: Weighted average sales price for prices ranging from $60.47 to $61.25. 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 08, 2017 Filed Jun 2, 2017 17:06 UTC Amendment | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.89 | $608,900.00 |
DisclosureSEC source: 0001032220-17-000072 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,214 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F3 · price: Weighted average sales price for prices ranging from $60.47 to $61.25. 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 07, 2017 Filed Mar 9, 2017 21:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.59 | $605,900.00 |
DisclosureSEC source: 0001032220-17-000026 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Dec 12, 2016. F2 · price: Weighted average sales price for prices ranging from $59.95 to $60.87. 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 07, 2017 Filed Jun 2, 2017 17:06 UTC Amendment | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $60.59 | $605,900.00 |
DisclosureSEC source: 0001032220-17-000072 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,214 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2016. F2 · price: Weighted average sales price for prices ranging from $59.95 to $60.87. 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, 2017 Filed Mar 1, 2017 20:46 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 150.058 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000022 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,128 Underlying: Common Stock · 150.058 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 22, 2016 Filed Jun 2, 2017 16:34 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 4,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000071 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,215 F1 · security: The reporting person made a gift of these shares to an IRC 501(c)(3) Charitable organization. Read SEC document |
| December 16, 2016 Filed Jun 2, 2017 16:34 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000071 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,915 F1 · security: The reporting person made a gift of these shares to an IRC 501(c)(3) Charitable organization. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 20:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 161.813 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-16-000260 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,977 Underlying: Common Stock · 161.813 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 25, 2016 Filed Nov 25, 2016 17:45 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 9,000 | $56.91 | $512,190.00 |
DisclosureSEC source: 0001032220-16-000250 · primary_doc.xml · nonDerivative · entry 3 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2016. Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 17:45 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 8,000 | $57.25 | $457,984.00 |
DisclosureSEC source: 0001032220-16-000250 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2016. F3 · price: Weighted average sales price for prices ranging from $56.85 to $57.40. 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 22, 2016 Filed Nov 25, 2016 17:45 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 8,000 | $56.86 | $454,880.00 |
DisclosureSEC source: 0001032220-16-000250 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,114 F1 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2016. F2 · price: Weighted average sales price for prices ranging from $55.995 to $57.27. 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 08, 2016 Filed Nov 10, 2016 13:39 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 64,923 | $0.00 Strike: $53.91 | $0.00 |
DisclosureSEC source: 0001032220-16-000238 · primary_doc.xml · derivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,923 Underlying: Common Stock · 64,923 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted Stock Units vest based upon the following schedule, subject to deferred vesting for a longer period at the election of individual, as permitted by the terms of the award: Shares Vest Date 12985 09/30/2017 12985 09/30/2018 12985 09/30/2019 12984 09/30/2020 12984 09/30/2021 Expiration date not applicable to RSUs F2 · derivative.expiration_date: Restricted Stock Units vest based upon the following schedule, subject to deferred vesting for a longer period at the election of individual, as permitted by the terms of the award: Shares Vest Date 12985 09/30/2017 12985 09/30/2018 12985 09/30/2019 12984 09/30/2020 12984 09/30/2021 Expiration date not applicable to RSUs F3 · balance_after: Reporting person also holds restricted stock units with respect to an additional 133,892 shares of common stock with varying vesting schedules. 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.