Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRADY CORPBRC · Entity 78 | Director | October 02, 2026 | October 05, 2026 |
| Xerox Holdings CorpXRX · Entity 5610 | Executive Vice President | February 03, 2023 | February 21, 2023 |
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.
BRADY CORP
Report date October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectDeferred Compensation | 13,077 |
Reported balance
After 2026-10-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 1,878 · Balance 13,077 F1: Reporting owner acquired 1,878 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting owner acquired 1,878 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account.
Xerox Holdings Corp
Report date February 03, 2023 · Filed February 21, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 66,552 |
Reported balance
After 2023-01-18 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-01-18 · Grant · Acquired 41,692 · Balance 66,552 F1: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 87,548 |
Reported balance
After 2023-01-19 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2023-01-19 · Grant · Acquired 20,996 · Balance 87,548 F2: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 57,615 |
Reported balance
Holding disclosure · report date 2023-02-03 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 57,615 |
Filing footnotes · ownership attribution and instrument terms
F1: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023.
F2: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023.
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 5, 2026 18:38 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 1,878 | $85.20 | $160,005.60 |
DisclosureSEC source: 0001801423-26-000002 · wk-form4_1791225480.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 13,077 F1 · shares: Reporting owner acquired 1,878 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. Read SEC document |
| October 02, 2025 Filed Oct 6, 2025 15:24 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 1,728 | $78.16 | $135,060.48 |
DisclosureSEC source: 0001801423-25-000005 · wk-form4_1759764272.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 11,069 F1 · shares: Reporting owner acquired 1,728 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. Read SEC document |
| October 02, 2024 Filed Oct 4, 2024 12:26 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 1,809 | $74.63 | $135,005.67 |
DisclosureSEC source: 0000746598-24-000121 · wk-form4_1728044793.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 9,217 F1 · shares: Reporting owner acquired 1,809 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 17:56 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 2,126 | $54.80 | $116,504.80 |
DisclosureSEC source: 0000746598-23-000125 · wk-form4_1696442163.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 7,293 F1 · shares: Reporting owner acquired 2,126 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 16:05 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 631 | $16.96 | $10,701.76 |
DisclosureSEC source: 0001214659-23-001706 · marketforms-59350.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,696 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F2 · balance_after: On February 3, 2023, 2,012 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 2,012 RSUs and a corresponding increase of 2,012 shares of common stock acquired upon vesting. Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 18:15 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 20,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000967 · marketforms-58252.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,974 F2 · shares: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023. Read SEC document |
| January 19, 2023 Filed Feb 21, 2023 18:40 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 20,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-005724 · doc4a.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,548 F2 · shares: This award of RSUs vests in two installments of 40% and 60% on the first and second anniversaries of the grant date, January 19, 2023. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 18:15 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 38,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000967 · marketforms-58252.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,978 F1 · shares: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023. Read SEC document |
| January 18, 2023 Filed Feb 21, 2023 18:40 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 41,692 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-005724 · doc4a.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,552 F1 · shares: This award of restricted stock units ("RSUs") vests in three installments of 33%, 33%, and 34% on the first, second, and third anniversaries of the grant date, January 18, 2023. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 17:40 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,414 | $16.73 | $23,656.22 |
DisclosureSEC source: 0001214659-23-000776 · marketforms-58216.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,315 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F2 · balance_after: On January 13, 2023, 4,509 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 4,509 RSUs and a corresponding increase of 4,509 shares of common stock acquired upon vesting. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 21:44 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,599 | $16.54 | $42,987.46 |
DisclosureSEC source: 0001214659-23-000652 · marketforms-58184.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,220 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F3 · balance_after: On January 12, 2023, 7,824 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 7,824 RSUs and a corresponding increase of 7,824 shares of common stock acquired upon vesting. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 21:44 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,476 | $16.60 | $41,101.60 |
DisclosureSEC source: 0001214659-23-000652 · marketforms-58184.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,995 F1 · shares: Common stock withheld as payment of tax liability incident to the vesting of restricted stock units ("RSUs") granted in accordance with Rule 16b-3. F2 · balance_after: On January 11, 2023, 6,757 RSUs held by the insider vested. These amounts have been adjusted to reflect a decrease of 6,757 RSUs and a corresponding increase of 6,757 shares of common stock acquired upon vesting. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 21:11 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 4,114 | $15.75 | $64,795.50 |
DisclosureSEC source: 0001127602-22-027425 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,714 Read SEC document |
| September 19, 2022 Filed Sep 20, 2022 21:57 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 2,679 | $43.50 | $116,536.50 |
DisclosureSEC source: 0000746598-22-000108 · wf-form4_166371100661836.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Disclosed balance after: 5,074 F1 · shares: Reporting owner acquired 2,679 unrestricted shares of Class A Common Stock as compensation for their services as a member of the Board of Directors. Reporting owner has elected to defer the stock into her Brady Corporation Deferred Compensation account. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 10:09 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 316 | $21.94 | $6,933.04 |
DisclosureSEC source: 0001127602-22-003467 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,704 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 10:09 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003467 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,020 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 10:09 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003467 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,074 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 15:57 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,249 | $23.82 | $53,571.18 |
DisclosureSEC source: 0000899243-22-002384 · doc4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,014 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 15:57 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 7,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002384 · doc4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,263 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 15:57 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 7,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002384 · doc4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,080 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 19:09 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 693 | $23.93 | $16,583.49 |
DisclosureSEC source: 0000899243-22-002224 · doc4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,088 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 19:09 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002224 · doc4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,781 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 19:09 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002224 · doc4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,255 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 16:34 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 23,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001520 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,510 F1 · shares: This award of Restricted Stock Units vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date, January 12, 2022. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 16:49 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,440 | $23.82 | $58,120.80 |
DisclosureSEC source: 0001127602-22-001461 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,526 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 16:49 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 6,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001461 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,966 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 16:49 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 6,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001461 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,801 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:56 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 4,767 | $21.06 | $100,393.02 |
DisclosureSEC source: 0001127602-21-030850 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,208 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:56 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 13,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030850 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,975 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:56 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 13,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030850 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,559 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:59 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionPerformance Shares · Derivative | 7,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026469 · form4.xml · derivative · entry 6 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,771 Underlying: Common Stock · 7,537 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. F7 · derivative.exercise_price: Not Applicable F7 · derivative.exercise_date: Not Applicable F7 · derivative.expiration_date: Not Applicable Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:59 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,363 | $21.00 | $49,623.00 |
DisclosureSEC source: 0001127602-21-026469 · form4.xml · nonDerivative · entry 5 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,851 F6 · shares: Shares withheld to pay for taxes on Performance Shares that have vested. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:59 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 565 | $21.00 | $11,865.00 |
DisclosureSEC source: 0001127602-21-026469 · form4.xml · nonDerivative · entry 4 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,677 F5 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:59 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 7,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026469 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,214 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. F3 · shares: Performance Shares vesting and converted to shares of Common Stock. 6,864 Performance Shares were awarded at target on October 1, 2018, but due to performance paid out at 109.8% of target. The total number of Performance Shares paid out is shown. F4 · balance_after: Reflects adjustment of balance due to Performance Shares vesting and converting to Common Stock. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:59 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026469 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,242 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:59 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026469 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,683 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 17:46 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 307 | $23.57 | $7,235.99 |
DisclosureSEC source: 0001127602-21-004235 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,441 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 17:46 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004235 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,748 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 17:46 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004235 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,484 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 17:51 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 1,315 | $23.04 | $30,297.60 |
DisclosureSEC source: 0001127602-21-002015 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,742 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 17:51 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002015 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,057 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 17:51 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002015 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,490 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 18:25 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 826 | $22.94 | $18,948.44 |
DisclosureSEC source: 0001127602-21-001788 · form4.xml · nonDerivative · entry 3 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,469 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 18:25 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001788 · form4.xml · nonDerivative · entry 2 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,295 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 18:25 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001788 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,078 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 18:07 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 20,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001613 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,332 F1 · shares: This award of Restricted Stock Units vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date, January 11, 2021. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 17:12 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 26,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031200 · form4.xml · nonDerivative · entry 1 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,854 F1 · shares: This award of restricted stock units vests in two installments of 50% and 50% on the first and second anniversaries of the date of grant, December 9, 2020. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:02 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 283 | $18.67 | $5,283.61 |
DisclosureSEC source: 0001127602-20-026560 · form4.xml · nonDerivative · entry 6 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,041 F3 · shares: Shares withheld to pay for taxes on the Restricted Stock Units that have vested. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:02 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026560 · form4.xml · nonDerivative · entry 5 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 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. F2 · shares: Restricted Stock Units vested and converted to shares of Common Stock. F1 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:02 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026560 · form4.xml · nonDerivative · entry 4 Collins Smee Joanne · CIK 0001801423 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,606 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. 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.