Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xerox Holdings CorpXRX · Entity 5610 | CFO | January 18, 2025 | January 23, 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.
Xerox Holdings Corp
Report date January 18, 2025 · Filed January 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 127,759 |
Ending reported balance
After 2025-01-19 transaction · row 4
2 source rows · reconciled sequenceRow 1 · 2025-01-18 · Exercise / conversion · Disposed 20,441 · Balance 148,755 F1: On January 18, 2023, the Reporting Person was granted an award of 61,942 Restricted Stock Units, which vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date. Row 4 · 2025-01-19 · Exercise / conversion · Disposed 20,996 · Balance 127,759 F4: On January 19, 2023, the reporting person was granted an award of 34,993 Restricted Stock Units, of which 13,997 vested on January 19, 2024 and 20,996 vested on January 19, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 146,612 |
Reported balance
After 2025-01-18 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-01-18 · Exercise / conversion · Acquired 20,441 · Balance 146,612 F1: On January 18, 2023, the Reporting Person was granted an award of 61,942 Restricted Stock Units, which vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date. F2: Restricted Stock Units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 135,349 |
Reported balance
After 2025-01-18 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-01-18 · Tax withholding · Disposed 11,263 · Balance 135,349 F3: Of the 20,441 Restricted Stock Units that vested, 11,263 were withheld and disposed of for taxes. |
| Common StockSEC Table I · non-derivative | Direct | 156,345 |
Reported balance
After 2025-01-19 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-01-19 · Exercise / conversion · Acquired 20,996 · Balance 156,345 F4: On January 19, 2023, the reporting person was granted an award of 34,993 Restricted Stock Units, of which 13,997 vested on January 19, 2024 and 20,996 vested on January 19, 2025. F2: Restricted Stock Units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 144,776 |
Reported balance
After 2025-01-19 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2025-01-19 · Tax withholding · Disposed 11,569 · Balance 144,776 F5: Of the 20,996 Restricted Stock Units that vested, 11,569 were withheld and disposed of for taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 18, 2023, the Reporting Person was granted an award of 61,942 Restricted Stock Units, which vests in three installments of 33%, 33% and 34% on the first, second and third anniversaries of the grant date.
F2: Restricted Stock Units convert into common stock on a one-for-one basis.
F3: Of the 20,441 Restricted Stock Units that vested, 11,263 were withheld and disposed of for taxes.
F4: On January 19, 2023, the reporting person was granted an award of 34,993 Restricted Stock Units, of which 13,997 vested on January 19, 2024 and 20,996 vested on January 19, 2025.
F5: Of the 20,996 Restricted Stock Units that vested, 11,569 were withheld and disposed of for taxes.
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 |
|---|---|---|---|---|---|---|
| July 01, 2020 Filed Jul 6, 2020 19:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionPerformance Shares · Derivative | 14,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021158 · form4.xml · derivative · entry 6 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,648 Underlying: Common Stock · 14,896 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 |
| July 01, 2020 Filed Jul 6, 2020 19:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 2,158 | $15.15 | $32,693.70 |
DisclosureSEC source: 0001127602-20-021158 · form4.xml · nonDerivative · entry 5 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,825 F6 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 19:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 3,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021158 · form4.xml · nonDerivative · entry 4 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,983 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. F5 · shares: Restricted Stock Units vested and converted into Common Stock. F4 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 19:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 3,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021158 · form4.xml · nonDerivative · entry 3 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,451 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. F4 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 19:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 8,208 | $15.15 | $124,351.20 |
DisclosureSEC source: 0001127602-20-021158 · form4.xml · nonDerivative · entry 2 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,067 F3 · shares: Shares withheld to pay taxes on Performance Shares that have vested. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 19:48 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 14,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021158 · form4.xml · nonDerivative · entry 1 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,275 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 · shares: Performance Shares vested and converted to shares of Common Stock. 11,748 Performance Shares were awarded at target on July 1, 2017, but due to performance paid out at 126.8% of target. The total number of Performance Shares paid out is shown. F2 · balance_after: Reflects adjustment of balance due to Performance Shares vesting and converting to Common Stock. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 20:38 UTC | Xerox Holdings Corp XRX · Entity 5610 | Tax withholdingCommon Stock | 554 | $18.71 | $10,365.34 |
DisclosureSEC source: 0001127602-20-013498 · form4.xml · nonDerivative · entry 3 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,379 F3 · shares: Shares withheld to pay for taxes on Restricted Stock Units that have vested. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 20:38 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionCommon Stock | 1,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013498 · form4.xml · nonDerivative · entry 2 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,933 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 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 20:38 UTC | Xerox Holdings Corp XRX · Entity 5610 | Exercise / conversionRestricted Stock Units | 1,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013498 · form4.xml · nonDerivative · entry 1 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,367 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 · shares: Restricted Stock Units vested and converted into Common Stock. F2 · balance_after: Reflects adjustment of balance due to Restricted Stock Units converting to Common Stock. Read SEC document |
| February 29, 2020 Filed Mar 2, 2020 23:41 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008692 · form4.xml · nonDerivative · entry 1 Heiss Xavier · CIK 0001803559 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,372 F1 · shares: These restricted stock units vest 25%, 25% and 50% on the first, second and third anniversaries of the grant date, February 29, 2020. 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.