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 |
|---|---|---|---|---|---|---|
| September 30, 2016 Filed Oct 4, 2016 12:00 UTC | MAXIMUS, INC. MMS · Entity 4224 | Tax withholdingCommon Stock | 36,871 | $56.56 | $2,085,423.76 |
DisclosureSEC source: 0001032220-16-000234 · primary_doc.xml · nonDerivative · entry 1 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,115 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 133,893 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 |
| May 24, 2014 Filed Jun 2, 2017 18:38 UTC Amendment | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 10,000 | $63.51 | $635,100.00 |
DisclosureSEC source: 0001032220-17-000073 · primary_doc.xml · nonDerivative · entry 2 MONTONI RICHARD A · CIK 0001254635 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,214 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 $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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.