Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIRIUS XM HOLDINGS INC.(SIRI) · Entity 3564 | Chief Commercial Officer | June 27, 2024 | June 27, 2024 |
| Stride, Inc.LRN · Entity 4119 | Director | December 04, 2025 | December 08, 2025 |
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.
SIRIUS XM HOLDINGS INC.
Report date June 27, 2024 · Filed June 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 550,100 |
Reported balance
After 2024-06-27 transaction · row 1
1 source rowRow 1 · 2024-06-27 · Tax withholding · Disposed 198,815 · Balance 550,100 F1: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units and related dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units and related dividends.
Stride, Inc.
Report date December 04, 2025 · Filed December 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 16,955 |
Reported balance
After 2025-12-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-04 · Grant · Acquired 4,097 · Balance 16,955 F1: Represents Deferred Stock Units ("DSUs") under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock of Stride, Inc. Vested DSUs become payable upon the reporting person's termination of service as a Director. Any fractional shares will be paid in cash upon settlement. F2: The DSUs will vest on the earlier of (a) December 4, 2026 or (b) the next annual meeting of the stockholders of Stride, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units ("DSUs") under the Stride, Inc. Deferred Compensation Plan for Non-Employee Directors. Each DSU is the economic equivalent of one share of common stock of Stride, Inc. Vested DSUs become payable upon the reporting person's termination of service as a Director. Any fractional shares will be paid in cash upon settlement.
F2: The DSUs will vest on the earlier of (a) December 4, 2026 or (b) the next annual meeting of the stockholders of Stride, Inc.
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 |
|---|---|---|---|---|---|---|
| August 07, 2017 Filed Aug 7, 2017 20:03 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 12,818 | $5.56 | $71,268.08 |
DisclosureSEC source: 0001225208-17-013331 · doc4.xml · nonDerivative · entry 1 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,571 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:26 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010733 · doc4.xml · nonDerivative · entry 1 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,389 F1 · shares: On May 31, 2017, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 10, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:05 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005290 · doc4.xml · nonDerivative · entry 1 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,747 F1 · shares: On February 28, 2017, Sirius XM Holdings Inc. ("Sirius") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius' common stock on the record date, February 7, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by Mr. Verbrugge, Mr. Verbrugge received an additional 687 restricted stock units as a result of the payment of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Exercise / conversionStock Option (Right to Buy) · Derivative | 187,500 | $2.48 Strike: $2.48 | $465,000.00 |
DisclosureSEC source: 0001225208-17-002449 · doc4.xml · derivative · entry 4 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 187,500 shares Expires 2022-08-14 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. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | SaleCommon Stock | 156,035 | $4.77 | $744,286.95 |
DisclosureSEC source: 0001225208-17-002449 · doc4.xml · nonDerivative · entry 3 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,060 F2 · price: Represents the weighted average sales price for the price increments ranging from $4.77 to $4.771. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 128,657 | $4.77 | $613,693.89 |
DisclosureSEC source: 0001225208-17-002449 · doc4.xml · nonDerivative · entry 2 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477,095 F1 · price: Represents the exercise price of the stock option referenced in Table II and associated taxes which was paid by way of the withholding by the Company of shares with a value equal to the exercise price and such taxes. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Exercise / conversionCommon Stock | 187,500 | $2.48 | $465,000.00 |
DisclosureSEC source: 0001225208-17-002449 · doc4.xml · nonDerivative · entry 1 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,752 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 |
| December 12, 2016 Filed Dec 13, 2016 21:20 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 43,461 | $4.54 | $197,095.64 |
DisclosureSEC source: 0001225208-16-043079 · doc4.xml · nonDerivative · entry 1 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,252 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:04 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042493 · doc4.xml · nonDerivative · entry 1 Verbrugge Joseph A · CIK 0001660799 · EVP, Sales and Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461,713 F1 · shares: On November 30, 2016, Sirius XM Holdings Inc. ("Sirius") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius' common stock on the record date, November 9, 2016. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by Mr. Verbrugge, Mr. Verbrugge received an additional 1,022 restricted stock units as a result of the payment of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. 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.