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Stevenson Roberton James

Disclosed activity across 1 company

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64471
SEC CIK
0001867798

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Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Addus HomeCare CorpADUS · Entity 4454EVP, Chief HR OfficerFebruary 24, 2026February 26, 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.

Addus HomeCare Corp

Report date February 24, 2026 · Filed February 26, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect14,030 Ending reported balance After 2026-02-25 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-02-24 · Sale · Disposed 567 · Balance 14,314

F1: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F2: Adoption date of referenced 10b5-1(c) plan is: 03/05/2025

Row 2 · 2026-02-25 · Sale · Disposed 284 · Balance 14,030

F1: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F2: Adoption date of referenced 10b5-1(c) plan is: 03/05/2025

Filing footnotes · ownership attribution and instrument terms

F1: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F2: Adoption date of referenced 10b5-1(c) plan is: 03/05/2025

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 25, 2026 Filed Feb 26, 2026 21:33 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 284 $105.36 $29,922.24
Disclosure

SEC source: 0001437749-26-005887 · rdgdoc.xml · nonDerivative · entry 2

Stevenson Roberton James · CIK 0001867798 · EVP, Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,030

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F2 · kind: Adoption date of referenced 10b5-1(c) plan is: 03/05/2025

Read SEC document
February 24, 2026 Filed Feb 26, 2026 21:33 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 567 $107.35 $60,867.45
Disclosure

SEC source: 0001437749-26-005887 · rdgdoc.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP, Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,314

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F2 · kind: Adoption date of referenced 10b5-1(c) plan is: 03/05/2025

Read SEC document
February 23, 2026 Filed Feb 24, 2026 21:02 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 561 $114.91 $64,464.51
Disclosure

SEC source: 0001437749-26-005328 · rdgdoc.xml · nonDerivative · entry 2

Stevenson Roberton James · CIK 0001867798 · EVP, Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,881

F2 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F3 · kind: Adoption date of referenced 10b5-1(c) plan is: 03/05/2025

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:02 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantCommon Stock 2,858 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-005328 · rdgdoc.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP, Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,442

F1 · shares: The shares vest in equal installments on each of February 20, 2027, February 20, 2028, and February 20, 2029, subject to customary provisions for continued service and acceleration on a change in control.

Read SEC document
June 16, 2025 Filed Jun 17, 2025 20:30 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 228 $112.99 $25,761.72
Disclosure

SEC source: 0000950170-25-087402 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,584

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 21:00 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 308 $99.90 $30,769.20
Disclosure

SEC source: 0000950170-25-028998 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,812

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 21:00 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 873 $108.18 $94,441.14
Disclosure

SEC source: 0000950170-25-026596 · ownership.xml · nonDerivative · entry 2

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,120

F2 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:00 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantCommon Stock 3,776 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-026596 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,993

F1 · shares: The shares vest in equal installments on each of February 21, 2026, February 21, 2027, and February 21, 2028, subject to customary provisions for continued service and acceleration on a change in control.

Read SEC document
December 09, 2024 Filed Dec 10, 2024 22:30 UTC Addus HomeCare Corp ADUS · Entity 4454 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,250 $0.00 Strike: $90.87 $0.00
Disclosure

SEC source: 0000950170-24-135051 · ownership.xml · derivative · entry 3

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,750

Underlying: Common Stock · 2,250 shares

Expires 2031-06-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The options vest in equal installments on each of the first four anniversaries of the grant date.

Read SEC document
December 09, 2024 Filed Dec 10, 2024 22:30 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 2,250 $121.00 $272,250.00
Disclosure

SEC source: 0000950170-24-135051 · ownership.xml · nonDerivative · entry 2

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,217

Read SEC document
December 09, 2024 Filed Dec 10, 2024 22:30 UTC Addus HomeCare Corp ADUS · Entity 4454 Exercise / conversionCommon Stock 2,250 $90.87 $204,457.50
Disclosure

SEC source: 0000950170-24-135051 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,467

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 20:05 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 217 $116.13 $25,200.21
Disclosure

SEC source: 0000950170-24-074834 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,217

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
April 01, 2024 Filed Apr 2, 2024 20:05 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 109 $103.93 $11,328.37
Disclosure

SEC source: 0000950170-24-040136 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,434

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 26, 2024 Filed Feb 27, 2024 21:10 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 714 $85.95 $61,368.30
Disclosure

SEC source: 0000950170-24-021127 · ownership.xml · nonDerivative · entry 2

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,543

F2 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.94 to $85.96, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:10 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantCommon Stock 3,928 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-021127 · ownership.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,257

F1 · shares: The shares vest in equal installments on each of February 23, 2025, February 23, 2026, and February 23, 2027, subject to customary provisions for continued service and acceleration on a change in control.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 21:02 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 217 $92.61 $20,096.37
Disclosure

SEC source: 0001209191-23-038478 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,329

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
March 31, 2023 Filed Apr 3, 2023 21:21 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 110 $103.44 $11,378.40
Disclosure

SEC source: 0001209191-23-022292 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,546

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 27, 2023 Filed Feb 28, 2023 21:09 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 75 $104.15 $7,811.25
Disclosure

SEC source: 0001209191-23-013632 · doc4.xml · nonDerivative · entry 3

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,656

F2 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 24, 2023 Filed Feb 28, 2023 21:09 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 316 $104.30 $32,958.80
Disclosure

SEC source: 0001209191-23-013632 · doc4.xml · nonDerivative · entry 2

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,731

F2 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.30 to $104.31, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 24, 2023 Filed Feb 28, 2023 21:09 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantCommon Stock 2,151 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-013632 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,047

F1 · shares: The shares vest in equal installments on each of February 24, 2024, February 24, 2025, and February 24, 2026, subject to customary provisions for continued service and acceleration on a change in control.

Read SEC document
June 16, 2022 Filed Jun 17, 2022 20:41 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 142 $76.56 $10,871.52
Disclosure

SEC source: 0001209191-22-037906 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,896

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
March 31, 2022 Filed Apr 1, 2022 21:00 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 72 $90.77 $6,535.44
Disclosure

SEC source: 0001209191-22-022019 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,038

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 25, 2022 Filed Mar 1, 2022 21:59 UTC Addus HomeCare Corp ADUS · Entity 4454 SaleCommon Stock 65 $70.54 $4,585.10
Disclosure

SEC source: 0001209191-22-014089 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,110

F1 · kind: This transaction reflects the sale of shares, made pursuant to a previously established 10b5-1 plan, for the purpose of satisfying tax obligations due upon the vesting of restricted stock awards granted by the Issuer.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 21:06 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantCommon Stock 2,187 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-013120 · doc4.xml · nonDerivative · entry 1

Stevenson Roberton James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,175

F1 · shares: The shares vest in equal installments on each of February 23, 2023, February 23, 2024, and February 23, 2025, subject to customary provisions for continued service and acceleration on a change in control.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 22:14 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantEmployee Stock Option (right to buy) · Derivative 23,000 $0.00 Strike: $90.87 $0.00
Disclosure

SEC source: 0001209191-21-041046 · doc4.xml · derivative · entry 2

Stevenson Robertson James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,000

Underlying: Common Stock · 23,000 shares

Expires 2031-06-14

F2 · derivative.exercise_date: The options vest in equal installments on each of the first four anniversaries of the grant date.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 22:14 UTC Addus HomeCare Corp ADUS · Entity 4454 GrantCommon Stock 2,300 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-041046 · doc4.xml · nonDerivative · entry 1

Stevenson Robertson James · CIK 0001867798 · EVP & Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,988

F1 · shares: The shares vest in equal installments on each of the first four anniversaries of the grant date.

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.