Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RE/MAX Holdings, Inc.RMAX · Entity 9537 | PRES. & CEO - MOTTO & WEMLO | March 01, 2025 | March 04, 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.
RE/MAX Holdings, Inc.
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 212,556 |
Reported balance
After 2025-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-01 · Tax withholding · Disposed 10,126 · Balance 212,556 F1: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2025. F2: Includes 121,590 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2025.
F2: Includes 121,590 unvested RSUs.
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 01, 2025 Filed Mar 4, 2025 21:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 10,126 | $8.88 | $89,918.88 |
DisclosureSEC source: 0001415889-25-006838 · form4-03042025_090315.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,556 F1 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2025. F2 · balance_after: Includes 121,590 unvested RSUs. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 20:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 4,566 | $8.93 | $40,774.38 |
DisclosureSEC source: 0001415889-25-005947 · form4-02272025_080215.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,931 F3 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock for the portion of the 2024 short term incentive paid in equity. F2 · balance_after: Includes 159,065 restricted stock units. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 20:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 15,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005947 · form4-02272025_080215.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,497 F1 · shares: Represents shares of RMAX Class A common stock issued on February 25, 2025 for the portion of the 2024 short term incentive that was paid in equity. F2 · balance_after: Includes 159,065 restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 9,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006921 · form4-03052024_080304.xml · nonDerivative · entry 4 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,596 F6 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2024. F4 · balance_after: Includes 159,065 unvested RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 1,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006921 · form4-03052024_080304.xml · nonDerivative · entry 3 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,943 F5 · shares: Represents the incremental number of RSUs above the previously reported target amount based on performance-based RSUs granted in 2021. F4 · balance_after: Includes 159,065 unvested RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 42,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006921 · form4-03052024_080304.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,064 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted time-based RSUs which vest in three equal annual installments beginning on March 1, 2025. F4 · balance_after: Includes 159,065 unvested RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 63,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006921 · form4-03052024_080304.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,871 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2024, through December 31, 2026. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount. F2 · balance_after: Includes 116,872 unvested RSUs. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:00 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 2,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005606 · form4-02272024_080230.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,582 F3 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock for the portion of the 2023 short term incentive paid in equity. F2 · balance_after: Includes 79,532 unvested restricted stock units. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:00 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 8,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005606 · form4-02272024_080230.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · PRES. & CEO - MOTTO & WEMLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,302 F1 · shares: Represents shares of RMAX Class A common stock issued on February 23, 2024 for the portion of the 2023 short term incentive that was paid in equity. F2 · balance_after: Includes 79,532 unvested restricted stock units. Read SEC document |
| May 24, 2023 Filed May 26, 2023 14:34 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 4,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032448 · doc4.xml · nonDerivative · entry 3 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,558 F5 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on May 24, 2023, the reporting person was granted time-based RSUs which vest on March 1, 2024. F6 · balance_after: Includes 79,532 unvested RSUs. Read SEC document |
| May 24, 2023 Filed May 26, 2023 14:34 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 16,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032448 · doc4.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,660 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on May 24, 2023, the reporting person was granted time-based RSUs which vest in three equal annual installments beginning on March 1, 2024. F4 · balance_after: Includes 76,634 unvested RSUs. Read SEC document |
| May 24, 2023 Filed May 26, 2023 14:34 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 24,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032448 · doc4.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,202 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on May 24, 2023, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2023, through December 31, 2025. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount. F2 · balance_after: Includes 58,176 unvested RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:23 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 4,751 | $18.49 | $87,845.99 |
DisclosureSEC source: 0001209191-23-016034 · doc4.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,516 F1 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2023. F2 · balance_after: Includes 33,490 unvested RSUs. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 18:19 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013370 · doc4.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,098 F3 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock for the portion of the 2022 short term incentive paid in equity. F2 · balance_after: Includes 52,823 unvested RSUs. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 18:19 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 2,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013370 · doc4.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,922 F1 · shares: Represents shares of RMAX Class A common stock issued on February 23, 2023 for the portion of the 2022 short term incentive that was paid in equity. F2 · balance_after: Includes 52,823 unvested RSUs. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:07 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 1,559 | $29.64 | $46,208.76 |
DisclosureSEC source: 0001209191-22-015987 · doc4.xml · nonDerivative · entry 5 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,501 F7 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock for the portion of the 2021 bonus paid in equity on March 1, 2022. F4 · balance_after: Includes 52,823 unvested RSUs. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:07 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 2,247 | $29.64 | $66,601.08 |
DisclosureSEC source: 0001209191-22-015987 · doc4.xml · nonDerivative · entry 4 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,060 F6 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2022. F4 · balance_after: Includes 52,823 unvested RSUs. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:07 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 5,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015987 · doc4.xml · nonDerivative · entry 3 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,307 F5 · shares: Represents shares of RMAX Class A common stock issued on March 1, 2022, for the portion of the 2021 bonus that was paid in equity. F4 · balance_after: Includes 52,823 unvested RSUs. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:07 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 9,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015987 · doc4.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,910 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 1, 2022, the reporting person was granted time-based RSUs which vest in three equal annual installments beginning on March 1, 2023. F4 · balance_after: Includes 52,823 unvested RSUs. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:07 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 14,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015987 · doc4.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · Pres. & CEO - Motto & wemlo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,132 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 1, 2022, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2022, through December 31, 2024. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount. F2 · balance_after: Includes 43,045 unvested RSUs. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:05 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 1,203 | $41.72 | $50,189.16 |
DisclosureSEC source: 0001209191-21-017451 · doc4.xml · nonDerivative · entry 4 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,110 F6 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2021. F4 · balance_after: Includes 37,805 unvested RSUs. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:05 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 543 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017451 · doc4.xml · nonDerivative · entry 3 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,313 F5 · shares: Represents shares issued on March 1, 2021, for the portion of the 2020 bonus that was paid in equity. F4 · balance_after: Includes 37,805 unvested RSUs. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:05 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 6,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017451 · doc4.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,770 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 1, 2021, the reporting person was granted RSUs which vest in three equal annual installments beginning on March 1, 2022. F4 · balance_after: Includes 37,805 unvested RSUs. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:05 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 10,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017451 · doc4.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,058 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 1, 2021, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2021, through December 31, 2023. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount. F2 · balance_after: Includes 31,093 unvested RSUs. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 20:14 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 567 | $29.15 | $16,528.05 |
DisclosureSEC source: 0001209191-20-015783 · doc4.xml · nonDerivative · entry 4 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,431 F6 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2020. F4 · balance_after: Includes 26,626 unvested RSUs. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 20:14 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015783 · doc4.xml · nonDerivative · entry 3 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,998 F5 · shares: Represents shares issued for the stock-based portion of the 2019 performance bonus, pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan. F4 · balance_after: Includes 26,626 unvested RSUs. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 20:14 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 11,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015783 · doc4.xml · nonDerivative · entry 2 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,582 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 1, 2020, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2020, through December 31, 2022. The number set forth above is the target amount. The number of RSUs that vest will range from 0-150% of such amount. F4 · balance_after: Includes 26,626 unvested RSUs. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 20:14 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 7,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015783 · doc4.xml · nonDerivative · entry 1 Morrison Ward M. · CIK 0001804615 · President - Motto Franchising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,261 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2013 Omnibus Incentive Plan, on March 1, 2020, the reporting person was granted RSUs which vest in three equal annual installments beginning on March 1, 2021. F2 · balance_after: Includes 15,305 unvested RSUs. 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.