Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunrun Inc.RUN · Entity 4507 | Director | August 19, 2024 | August 21, 2024 |
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.
Sunrun Inc.
Report date August 19, 2024 · Filed August 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 334,761 |
Reported balance
After 2024-08-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-08-19 · Sale · Disposed 9,045 · Balance 334,761 F1: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on May 13, 2024. F2: Price represents the weighted average sale price of the shares sold. The sale price ranged from $20.00 to $20.055 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of a family trust. |
| Common StockSEC Table I · non-derivative | Direct | 84,273 |
Reported balance
Holding disclosure · report date 2024-08-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 84,273 F4: Shares held following the reported transaction include 11,920 restricted stock units, which are subject to forfeiture until they vest. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on May 13, 2024.
F2: Price represents the weighted average sale price of the shares sold. The sale price ranged from $20.00 to $20.055 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.
F3: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of a family trust.
F4: Shares held following the reported transaction include 11,920 restricted stock units, which are subject to forfeiture until they vest.
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 |
|---|---|---|---|---|---|---|
| August 19, 2024 Filed Aug 21, 2024 00:21 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 9,045 | $20.04 | $181,217.48 |
DisclosureSEC source: 0001469367-24-000154 · wk-form4_1724199678.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 334,761 F1 · kind: The transaction reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan adopted on May 13, 2024. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $20.00 to $20.055 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of a family trust. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $5.88 | $0.00 |
DisclosureSEC source: 0001469367-24-000038 · wk-form4_1709863134.xml · derivative · entry 4 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 120,000 shares Expires 2024-03-16 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 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 57,648 | $12.24 | $705,611.52 |
DisclosureSEC source: 0001469367-24-000038 · wk-form4_1709863134.xml · nonDerivative · entry 2 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,273 F1 · balance_after: Shares held following the reported transactions include 11,920 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 120,000 | $5.88 | $705,600.00 |
DisclosureSEC source: 0001469367-24-000038 · wk-form4_1709863134.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,921 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. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 01:57 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 11,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-24-000011 · wk-form4_1704333456.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,921 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2025, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 11,920 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 02:46 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 5,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-23-000013 · wf-form4_167288675301382.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,001 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2024, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 5,839 RSUs, which are subject to forfeiture until they vest. F3 · balance_after: Excludes 76,237 shares previously owned directly which were contributed to the Risk 2022 GRAT B on July 26, 2022. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 02:12 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 4,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-22-000017 · wf-form4_164143516017226.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,399 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2023, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 4,162 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:38 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000151 · wf-form4_162328906135514.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,237 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2022, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 2,656 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 00:24 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 900 | $79.44 | $71,494.02 |
DisclosureSEC source: 0001469367-21-000034 · wf-form4_161317584821879.xml · nonDerivative · entry 4 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 267,569 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $79.30 to $79.65 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 00:24 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 25,400 | $78.64 | $1,997,405.20 |
DisclosureSEC source: 0001469367-21-000034 · wf-form4_161317584821879.xml · nonDerivative · entry 3 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 268,469 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $78.21 to $79.10 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 00:24 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 13,043 | $77.86 | $1,015,541.02 |
DisclosureSEC source: 0001469367-21-000034 · wf-form4_161317584821879.xml · nonDerivative · entry 2 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 293,869 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $77.21 to $78.20 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 00:24 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 7,991 | $76.87 | $614,262.58 |
DisclosureSEC source: 0001469367-21-000034 · wf-form4_161317584821879.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 306,912 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $76.205 to $77.20 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 01:20 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 6,965 | $93.16 | $648,875.42 |
DisclosureSEC source: 0001469367-21-000030 · wf-form4_161067363954277.xml · nonDerivative · entry 4 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 314,903 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $92.99 to $93.375 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 01:20 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 16,818 | $92.70 | $1,559,087.46 |
DisclosureSEC source: 0001469367-21-000030 · wf-form4_161067363954277.xml · nonDerivative · entry 3 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 321,868 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $91.97 to $92.96 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 01:20 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 8,459 | $91.42 | $773,324.32 |
DisclosureSEC source: 0001469367-21-000030 · wf-form4_161067363954277.xml · nonDerivative · entry 2 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 338,686 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $90.94 to $91.84 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 01:20 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 15,091 | $90.37 | $1,363,710.29 |
DisclosureSEC source: 0001469367-21-000030 · wf-form4_161067363954277.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 347,145 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $89.91 to $90.86 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:28 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 2,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000021 · wf-form4_160998286810516.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,796 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2022, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 2,215 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 02:23 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 9,804 | $62.90 | $616,628.46 |
DisclosureSEC source: 0001469367-20-000255 · wf-form4_160825819278153.xml · nonDerivative · entry 3 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 362,236 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $62.37 to $62.98 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F1 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 02:23 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 37,529 | $61.78 | $2,318,526.61 |
DisclosureSEC source: 0001469367-20-000255 · wf-form4_160825819278153.xml · nonDerivative · entry 2 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 372,040 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $61.37 to $62.30 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F1 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| November 19, 2020 Filed Dec 18, 2020 02:23 UTC | Sunrun Inc. RUN · Entity 4507 | GiftCommon Stock | 85,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000255 · wf-form4_160825819278153.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 409,569 F1 · ownership.nature: The shares are held of record by the Reporting Person and the Reporting Person's spouse as co-trustees of the Risk Family Trust dated June 23, 2006. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:12 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 10,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000012 · wf-form4_157836314321241.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,581 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2021, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 10,927 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:11 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 3,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-19-000076 · wf-form4_155372110318186.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,589 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2020, subject to the Reporting Person's continued service as of that date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:13 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 9,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-19-000018 · wf-form4_154663638512816.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,683 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2020, subject to the Reporting Person's continued service as of that date. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:22 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 16,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-18-000006 · wf-form4_151501453979857.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,576 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2019, subject to the Reporting Person's continued service as of that date. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 21:23 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021487 · doc4.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,685 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2018, subject to the Reporting Person's continued service as of that date. Read SEC document |
| January 01, 2017 Filed Oct 2, 2019 00:51 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 6,935 | $5.31 | $36,824.85 |
DisclosureSEC source: 0001469367-19-000152 · wf-form4_156997749797458.xml · nonDerivative · entry 1 Risk Gerald Alan · CIK 0001649019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,654 F1 · shares: On the date listed, Restricted Stock Units ("RSUs") granted under the Company's 2015 Equity Incentive Plan became vested, for which taxes became due and payable. The shares indicated were withheld by the Company for the payment of these taxes, and the resulting share forfeiture was inadvertently not reported in previous Section 16 reports. F2 · balance_after: Shares held following the reported transactions include 13,013 RSUs, which are subject to forfeiture until they vest. 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.