Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MAXIMUS, INC.MMS · Entity 4224 | Director · CEO & President | February 10, 2026 | February 11, 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 10, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 328,013.285 |
Ending reported balance
After 2026-02-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-10 · Purchase · Acquired 152 · Balance 324,990.285 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $76.51 to $77.31, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Row 2 · 2026-02-10 · Purchase · Acquired 1,332 · Balance 326,322.285 F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $77.52 to $78.45, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Row 3 · 2026-02-10 · Purchase · Acquired 1,691 · Balance 328,013.285 F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $78.54 to $78.97, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $76.51 to $77.31, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer.
F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $77.52 to $78.45, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer.
F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $78.54 to $78.97, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer.
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 28, 2017 Filed Mar 1, 2017 20:39 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 79.498 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000021 · primary_doc.xml · derivative · entry 1 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,167 Underlying: Common Stock · 78.498 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 30, 2016 Filed Dec 2, 2016 17:46 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 84.648 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-16-000251 · primary_doc.xml · derivative · entry 1 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,088 Underlying: Common Stock · 84.648 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 08, 2016 Filed Nov 10, 2016 13:47 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 40,809 | $0.00 Strike: $53.91 | $0.00 |
DisclosureSEC source: 0001032220-16-000239 · primary_doc.xml · derivative · entry 1 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,809 Underlying: Common Stock · 40,809 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 8162 09/30/2017 8162 09/30/2018 8162 09/30/2019 8162 09/30/2020 8161 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 8162 09/30/2017 8162 09/30/2018 8162 09/30/2019 8162 09/30/2020 8161 09/30/2021 Expiration date not applicable to RSUs F3 · balance_after: Reporting person also holds restricted stock units with respect to an additional 63,194 shares of common stock with varying vesting schedules. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 11:34 UTC | MAXIMUS, INC. MMS · Entity 4224 | Tax withholdingCommon Stock | 16,297 | $56.56 | $921,758.32 |
DisclosureSEC source: 0001032220-16-000232 · primary_doc.xml · nonDerivative · entry 1 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,101 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 63,195 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 22, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | Exercise / conversionCommon Stock · Derivative | 6,000 | $0.00 Strike: $6.82 | $0.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · derivative · entry 9 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires not disclosed 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 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20,2016 F5 · derivative.exercise_date: These options were part of an award made on 10/18/2006 which vested on 10/18/2007, 10/18/2008, 10/18/2009, 10/18/2010 and 10/18/2011. The options were scheduled to expire on 10/18/2016 F5 · derivative.expiration_date: These options were part of an award made on 10/18/2006 which vested on 10/18/2007, 10/18/2008, 10/18/2009, 10/18/2010 and 10/18/2011. The options were scheduled to expire on 10/18/2016 Read SEC document |
| September 22, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 6,000 | $57.64 | $345,840.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · nonDerivative · entry 6 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,386 F4 · price: Weighted average sales price for prices ranging from $57.24 to $58.04. 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 22, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | Exercise / conversionCommon Stock | 6,000 | $6.82 | $40,908.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · nonDerivative · entry 5 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,386 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 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20,2016 Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | Exercise / conversionCommon Stock · Derivative | 7,000 | $0.00 Strike: $6.82 | $0.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · derivative · entry 8 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 7,000 shares Expires not disclosed 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 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20,2016 F5 · derivative.exercise_date: These options were part of an award made on 10/18/2006 which vested on 10/18/2007, 10/18/2008, 10/18/2009, 10/18/2010 and 10/18/2011. The options were scheduled to expire on 10/18/2016 F5 · derivative.expiration_date: These options were part of an award made on 10/18/2006 which vested on 10/18/2007, 10/18/2008, 10/18/2009, 10/18/2010 and 10/18/2011. The options were scheduled to expire on 10/18/2016 Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 7,000 | $56.81 | $397,670.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · nonDerivative · entry 4 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,386 F3 · price: Weighted average sales price for prices ranging from $56.35 to $57.43. 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 21, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | Exercise / conversionCommon Stock | 7,000 | $6.82 | $47,726.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · nonDerivative · entry 3 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,386 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 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20,2016 Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | Exercise / conversionCommon Stock · Derivative | 7,000 | $0.00 Strike: $6.82 | $0.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · derivative · entry 7 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 7,000 shares Expires not disclosed 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 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20,2016 F5 · derivative.exercise_date: These options were part of an award made on 10/18/2006 which vested on 10/18/2007, 10/18/2008, 10/18/2009, 10/18/2010 and 10/18/2011. The options were scheduled to expire on 10/18/2016 F5 · derivative.expiration_date: These options were part of an award made on 10/18/2006 which vested on 10/18/2007, 10/18/2008, 10/18/2009, 10/18/2010 and 10/18/2011. The options were scheduled to expire on 10/18/2016 Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 7,000 | $56.62 | $396,340.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · nonDerivative · entry 2 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,386 F2 · price: Weighted average sales price for prices ranging from $56.37 to $56.74. 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 |
| September 20, 2016 Filed Sep 22, 2016 17:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | Exercise / conversionCommon Stock | 7,000 | $6.82 | $47,726.00 |
DisclosureSEC source: 0001032220-16-000229 · primary_doc.xml · nonDerivative · entry 1 Caswell Bruce · CIK 0001311296 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,386 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 · security: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20,2016 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.