Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Angie's List, Inc.
Report date September 29, 2017 · Filed October 03, 2017
Section 16 reporting ended · disclosed 2017-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-09-29 transaction · row 1
1 source rowRow 1 · 2017-09-29 · Disposition to issuer · Disposed 19,977 · Balance 0 F1: On September 29, 2017, the closing date of the transactions (the "Closing") contemplated by the Agreement and Plan of Merger, dated as of May 1, 2017, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of August 26, 2017 (the "Merger Agreement"), by and among Angie's List, Inc. ("Angie's List"), IAC/InterActiveCorp, ANGI Homeservices Inc. ("ANGI Homeservices") and Casa Merger Sub, Inc., the outstanding shares of common stock of Angie's List ("Angie's List Common Stock") held by the Reporting Person were cancelled and converted on a 1:1 basis into shares of Class A common stock of ANGI Homeservices ("ANGI Homeservices Class A Common Stock"). |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.23 · Expires 2026-02-28 | Direct | 0 |
Reported balance
After 2017-09-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-09-29 · Disposition to issuer · Disposed 13,446 · Balance 0 F2: In connection with the Closing and pursuant to the Merger Agreement, the outstanding options to purchase shares of Angie's List Common Stock, which were fully vested at the time of the Closing, were converted on a 1:1 basis into options to purchase shares of ANGI Homeservices Class A Common Stock, subject to the same terms and conditions, including the per share exercise price, as applied to such options to purchase Angie's List Common Stock immediately prior to the Closing. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-09-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-09-29 · Disposition to issuer · Disposed 12,664 · Balance 0 F3: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement, and there is no exercise price associated with the RSUs. F4: In connection with the Closing and pursuant to the Merger Agreement, the outstanding Angie's List RSUs were converted on a 1:1 basis into RSUs for shares of ANGI Homeservices Class A Common Stock, subject to the same terms and conditions as applied to such RSUs for shares of Angie's List Common Stock immediately prior to the Closing. Upon conclusion of the Reporting Person's service as a member of the Angie's List Board of Directors, the vesting of the RSUs was subsequently accelerated in full, resulting in the conversion of such RSUs into shares of ANGI Homeservices Class A Common Stock. F5: There is no expiration date with respect to RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 29, 2017, the closing date of the transactions (the "Closing") contemplated by the Agreement and Plan of Merger, dated as of May 1, 2017, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of August 26, 2017 (the "Merger Agreement"), by and among Angie's List, Inc. ("Angie's List"), IAC/InterActiveCorp, ANGI Homeservices Inc. ("ANGI Homeservices") and Casa Merger Sub, Inc., the outstanding shares of common stock of Angie's List ("Angie's List Common Stock") held by the Reporting Person were cancelled and converted on a 1:1 basis into shares of Class A common stock of ANGI Homeservices ("ANGI Homeservices Class A Common Stock").
F2: In connection with the Closing and pursuant to the Merger Agreement, the outstanding options to purchase shares of Angie's List Common Stock, which were fully vested at the time of the Closing, were converted on a 1:1 basis into options to purchase shares of ANGI Homeservices Class A Common Stock, subject to the same terms and conditions, including the per share exercise price, as applied to such options to purchase Angie's List Common Stock immediately prior to the Closing.
F3: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement, and there is no exercise price associated with the RSUs.
F4: In connection with the Closing and pursuant to the Merger Agreement, the outstanding Angie's List RSUs were converted on a 1:1 basis into RSUs for shares of ANGI Homeservices Class A Common Stock, subject to the same terms and conditions as applied to such RSUs for shares of Angie's List Common Stock immediately prior to the Closing. Upon conclusion of the Reporting Person's service as a member of the Angie's List Board of Directors, the vesting of the RSUs was subsequently accelerated in full, resulting in the conversion of such RSUs into shares of ANGI Homeservices Class A Common Stock.
F5: There is no expiration date with respect to RSUs.
Care.com Inc
Report date February 11, 2020 · Filed February 12, 2020
Section 16 reporting ended · disclosed 2020-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-24 · Gift · Disposed 13,750 · Balance 37,192 Row 2 · 2020-02-11 · Other · Disposed 37,192 · Balance 0 F1: Reflects disposition following a tender pursuant to the offer by Buzz Merger Sub Inc. ("Merger Sub") to purchase all of the Issuer's outstanding common stock at a price of $15.00 per share in cash, without interest, less any applicable withholding taxes, upon the terms and conditions set forth in Merger Sub's Offer to Purchase, dated January 13, 2020, and the related letter of transmittal. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-02-11 · Disposition to issuer · Disposed 4,728 · Balance 0 F2: Reflects disposition pursuant to that certain Agreement and Plan of Merger, dated December 20, 2019, by and among IAC/InterActiveCorp, Merger Sub and the Issuer, pursuant to which Merger Sub merged with and into the Issuer on February 11, 2020 (the "Merger"). At the effective time of the Merger, each Issuer restricted stock unit held by the Reporting Person became fully vested and was cancelled and converted into the right to receive an amount in cash, less applicable withholding taxes, equal to (x) the total number of shares of Issuer common stock underlying such restricted stock units multiplied by (y) $15.00. Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units do not have an expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-11 · Disposition to issuer · Disposed 8,108 · Balance 0 F2: Reflects disposition pursuant to that certain Agreement and Plan of Merger, dated December 20, 2019, by and among IAC/InterActiveCorp, Merger Sub and the Issuer, pursuant to which Merger Sub merged with and into the Issuer on February 11, 2020 (the "Merger"). At the effective time of the Merger, each Issuer restricted stock unit held by the Reporting Person became fully vested and was cancelled and converted into the right to receive an amount in cash, less applicable withholding taxes, equal to (x) the total number of shares of Issuer common stock underlying such restricted stock units multiplied by (y) $15.00. Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units do not have an expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-11 · Disposition to issuer · Disposed 7,145 · Balance 0 F2: Reflects disposition pursuant to that certain Agreement and Plan of Merger, dated December 20, 2019, by and among IAC/InterActiveCorp, Merger Sub and the Issuer, pursuant to which Merger Sub merged with and into the Issuer on February 11, 2020 (the "Merger"). At the effective time of the Merger, each Issuer restricted stock unit held by the Reporting Person became fully vested and was cancelled and converted into the right to receive an amount in cash, less applicable withholding taxes, equal to (x) the total number of shares of Issuer common stock underlying such restricted stock units multiplied by (y) $15.00. Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition following a tender pursuant to the offer by Buzz Merger Sub Inc. ("Merger Sub") to purchase all of the Issuer's outstanding common stock at a price of $15.00 per share in cash, without interest, less any applicable withholding taxes, upon the terms and conditions set forth in Merger Sub's Offer to Purchase, dated January 13, 2020, and the related letter of transmittal.
F2: Reflects disposition pursuant to that certain Agreement and Plan of Merger, dated December 20, 2019, by and among IAC/InterActiveCorp, Merger Sub and the Issuer, pursuant to which Merger Sub merged with and into the Issuer on February 11, 2020 (the "Merger"). At the effective time of the Merger, each Issuer restricted stock unit held by the Reporting Person became fully vested and was cancelled and converted into the right to receive an amount in cash, less applicable withholding taxes, equal to (x) the total number of shares of Issuer common stock underlying such restricted stock units multiplied by (y) $15.00. Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units do not have an expiration date.
JOHN WILEY & SONS, INC.
Report date April 30, 2025 · Filed May 22, 2025
Section 16 reporting ended · disclosed 2025-05-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 26,355 |
Reported balance
After 2025-03-13 transaction · row 1
1 source rowRow 1 · 2025-03-13 · Sale · Disposed 9,984 · Balance 26,355 F1: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.35 to $44.00 per share, inclusive. The reporting person undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. |
| Phantom stock unitSEC Table II · derivative / convertible security | Direct | 26,355 |
Reported balance
After 2025-01-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-11 · Grant · Acquired 302 · Balance 26,355 F2: 1-for-1 F3: Represents additional phantom stock units as a result of a quarterly dividend, and deferred under the John Wiley and Sons Inc. Deferred Compensation Plan for Directors (the"Plan"). Shares settle upon separation of service from the board of directors in 100% John Wiley and Sons Inc. Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.35 to $44.00 per share, inclusive. The reporting person undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.
F2: 1-for-1
F3: Represents additional phantom stock units as a result of a quarterly dividend, and deferred under the John Wiley and Sons Inc. Deferred Compensation Plan for Directors (the"Plan"). Shares settle upon separation of service from the board of directors in 100% John Wiley and Sons Inc. Class A Common Stock.
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 22, 2016 Filed Sep 26, 2016 19:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,995 | $50.13 | $100,009.35 |
DisclosureSEC source: 0001225208-16-039656 · doc4.xml · derivative · entry 1 BELL GEORGE · CIK 0001274466 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817.52 Underlying: Class A Common · 1,995 shares Expires not disclosed F1 · derivative.exercise_price: $0.00 F2 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company 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.