Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | Chief D&A & Innovation Officer | August 04, 2021 | August 06, 2021 |
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.
EQUIFAX INC
Report date August 04, 2021 · Filed August 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,584 |
Last balance in matching sequence
After 2021-08-04 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2021-08-04 · Sale · Disposed 47 · Balance 13,538 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 2/22/2021. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 2 · 2021-08-04 · Sale · Disposed 105 · Balance 13,433 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 2/22/2021. F3: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $257.705 to $258.395, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 3 · 2021-08-04 · Sale · Disposed 292 · Balance 13,141 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 2/22/2021. F4: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $255.69 to $256.685, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 4 · 2021-08-04 · Sale · Disposed 312 · Balance 12,829 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 2/22/2021. F5: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $258.895 to $259.85, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 5 · 2021-08-04 · Sale · Disposed 1,245 · Balance 11,584 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 2/22/2021. F6: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $256.69 to $257.54, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,881 |
Reported balance
Holding disclosure · report date 2021-08-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,881 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 2/22/2021.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
F3: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $257.705 to $258.395, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
F4: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $255.69 to $256.685, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
F5: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $258.895 to $259.85, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
F6: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $256.69 to $257.54, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Employers Holdings, Inc.
Report date May 22, 2024 · Filed May 24, 2024
Section 16 reporting ended · disclosed 2024-05-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 1,179 |
Reported balance
After 2024-05-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-22 · Grant · Acquired 73 · Balance 1,179 F1: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc.
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 |
|---|---|---|---|---|---|---|
| May 23, 2019 Filed May 24, 2019 19:54 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantCommon Stock, par value $0.01 | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-19-000110 · wf-form4_155872766244502.xml · nonDerivative · entry 1 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,077 F1 · shares: Represents restricted stock units that vest on May 23, 2020. Read SEC document |
| May 22, 2019 Filed May 24, 2019 19:54 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantDividend Equivalent Rights · Derivative | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-19-000110 · wf-form4_155872766244502.xml · derivative · entry 2 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27 Underlying: Common Stock, par value $0.01 · 7 shares Expires not disclosed F2 · derivative.exercise_price: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F2 · derivative.exercise_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F2 · derivative.expiration_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:25 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantDividend Equivalent Rights · Derivative | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-19-000072 · wf-form4_155327192699308.xml · derivative · entry 1 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 Underlying: Common Stock, par value $0.01 · 8 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F1 · derivative.exercise_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F1 · derivative.expiration_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 6,238 | $0.00 Strike: $127.37 | $0.00 |
DisclosureSEC source: 0001225208-19-003790 · doc4.xml · derivative · entry 5 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,238 Underlying: Common Stock · 6,238 shares Expires 2025-02-22 F3 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests 100% on 2/22/2022. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 7,543 | $0.00 Strike: $138.45 | $0.00 |
DisclosureSEC source: 0001225208-19-003790 · doc4.xml · derivative · entry 4 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,543 Underlying: Common Stock · 7,543 shares Expires 2025-02-22 F3 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests 100% on 2/22/2022. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 9,095 | $0.00 Strike: $149.53 | $0.00 |
DisclosureSEC source: 0001225208-19-003790 · doc4.xml · derivative · entry 3 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,095 Underlying: Common Stock · 9,095 shares Expires 2025-02-22 F3 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests 100% on 2/22/2022. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003790 · doc4.xml · nonDerivative · entry 1 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,207 F1 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 2/22/2022. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 21:23 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantDividend Equivalent Rights · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-18-000205 · wf-form4_154326742075997.xml · derivative · entry 1 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12 Underlying: Common Stock, par value $0.01 · 6 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F1 · derivative.exercise_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F1 · derivative.expiration_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 20:17 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 57 | $130.79 | $7,455.03 |
DisclosureSEC source: 0001225208-18-014085 · doc4.xml · nonDerivative · entry 1 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,844 F1 · acquired: Reflects withholding of shares to satisfy tax withholding obligation upon vesting of prior equity awards. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 20:06 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantDividend Equivalent Rights · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-18-000176 · wf-form4_153514116158479.xml · derivative · entry 1 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6 Underlying: Common Stock, par value $0.01 · 6 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F1 · derivative.exercise_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. F1 · derivative.expiration_date: The dividend equivalent rights ("DERs") accrued on vested restricted stock units ("RSUs") previously granted to the reporting person where the reporting person has voluntarily deferred delivery of such RSUs until six months following termination of service on the board of directors. The DERs become exercisable proportionately with the RSUs to which they relate. Each DER is the economic equivalent of one share of common stock of Employers Holdings, Inc. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 20:52 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 12,146 | $0.00 Strike: $123.49 | $0.00 |
DisclosureSEC source: 0001225208-18-012078 · doc4.xml · derivative · entry 3 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,146 Underlying: Common Stock · 12,146 shares Expires 2028-07-27 F3 · derivative.exercise_date: Special equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 7/27/2019. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 20:52 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 3,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012078 · doc4.xml · nonDerivative · entry 1 Dhore Prasanna · CIK 0001656635 · Chief Data & Analytics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,889 F1 · security: Special equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 7/27/2021. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| May 24, 2018 Filed May 25, 2018 21:22 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantCommon Stock, par value $0.01 | 1,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-18-000139 · wf-form4_152728329295016.xml · nonDerivative · entry 1 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,396 F1 · shares: Represents restricted stock units that vest on May 24, 2019. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:40 UTC | Employers Holdings, Inc. EIG · Entity 5042 | GrantCommon Stock, par value $0.01 | 1,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001379041-17-000143 · wf-form4_149583124104271.xml · nonDerivative · entry 1 Dhore Prasanna · CIK 0001656635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,913 F1 · shares: Represents restricted stock units that vest on May 25, 2018. 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.