Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NAVIENT CORPNAVI · Entity 5050 | EVP, Cnsmr Lend & CEO, Earnest | March 03, 2025 | March 11, 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.
NAVIENT CORP
Report date March 03, 2025 · Filed March 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,320.685 |
Reported balance
After 2025-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-03 · Tax withholding · Disposed 1,146 · Balance 152,320.685 F1: Represents performance stock units ("PSUs") awarded to the reporting person under the Navient Corporation 2014 Omnibus Incentive Plan and previously reported as of February 4, 2022. Each PSU represents the right to receive one share of Navient Corporation ("Navient") common stock in the future, which target amount vests at a specified percentage and is settled based upon achieving certain performance conditions over a three-year performance period ending on the final day of fiscal year 2024. On January 23, 2025, the Compensation and Human Resources Committee approved the achievement of the 2022-2024 PSUs at 46% of target resulting in the settling on March 3, 2025, of 2,839.120 shares of such PSUs and an additional 362.297 shares were issued to the reporting person upon the vesting of the related dividend equivalent rights. F2: In connection with this settlement, 1,146 shares were withheld by Navient (as approved by the Navient Compensation and Human Resources Committee) to satisfy the reporting person's tax withholding obligations. F3: The reporting person's common stock balance reflects the forfeiture of 3,758.186 PSUs from the reporting person's beneficial ownership because the Company failed to meet the threshold performance level established for the PSUs granted for the 2022 - 2024 performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance stock units ("PSUs") awarded to the reporting person under the Navient Corporation 2014 Omnibus Incentive Plan and previously reported as of February 4, 2022. Each PSU represents the right to receive one share of Navient Corporation ("Navient") common stock in the future, which target amount vests at a specified percentage and is settled based upon achieving certain performance conditions over a three-year performance period ending on the final day of fiscal year 2024. On January 23, 2025, the Compensation and Human Resources Committee approved the achievement of the 2022-2024 PSUs at 46% of target resulting in the settling on March 3, 2025, of 2,839.120 shares of such PSUs and an additional 362.297 shares were issued to the reporting person upon the vesting of the related dividend equivalent rights.
F2: In connection with this settlement, 1,146 shares were withheld by Navient (as approved by the Navient Compensation and Human Resources Committee) to satisfy the reporting person's tax withholding obligations.
F3: The reporting person's common stock balance reflects the forfeiture of 3,758.186 PSUs from the reporting person's beneficial ownership because the Company failed to meet the threshold performance level established for the PSUs granted for the 2022 - 2024 performance period.
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 |
|---|---|---|---|---|---|---|
| March 03, 2025 Filed Mar 11, 2025 17:20 UTC | NAVIENT CORP NAVI · Entity 5050 | Tax withholdingCommon Stock | 1,146 | $13.91 | $15,940.86 |
DisclosureSEC source: 0001127602-25-009105 · form4.xml · nonDerivative · entry 1 GREEN DAVID S · CIK 0002060146 · EVP, Cnsmr Lend & CEO, Earnest 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,320.685 F1 · shares: Represents performance stock units ("PSUs") awarded to the reporting person under the Navient Corporation 2014 Omnibus Incentive Plan and previously reported as of February 4, 2022. Each PSU represents the right to receive one share of Navient Corporation ("Navient") common stock in the future, which target amount vests at a specified percentage and is settled based upon achieving certain performance conditions over a three-year performance period ending on the final day of fiscal year 2024. On January 23, 2025, the Compensation and Human Resources Committee approved the achievement of the 2022-2024 PSUs at 46% of target resulting in the settling on March 3, 2025, of 2,839.120 shares of such PSUs and an additional 362.297 shares were issued to the reporting person upon the vesting of the related dividend equivalent rights. F2 · shares: In connection with this settlement, 1,146 shares were withheld by Navient (as approved by the Navient Compensation and Human Resources Committee) to satisfy the reporting person's tax withholding obligations. F3 · balance_after: The reporting person's common stock balance reflects the forfeiture of 3,758.186 PSUs from the reporting person's beneficial ownership because the Company failed to meet the threshold performance level established for the PSUs granted for the 2022 - 2024 performance period. 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.