Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXPONENT INC
Report date March 15, 2024 · Filed March 20, 2024
Section 16 reporting ended · disclosed 2024-03-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-03-15 | Direct | 4,902 |
Reported balance
After 2024-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-15 · Grant · Acquired 4,902 · Balance 4,902 F1: 1-for-1. F2: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: Not applicable.
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 |
|---|---|---|---|---|---|---|
| December 30, 2016 Filed Feb 14, 2017 01:15 UTC | EXPONENT INC EXPO · Entity 4154 | GrantDividend Equivalent Rights · Derivative | 36 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000851520-17-000028 · edgardoc.xml · derivative · entry 5 Shepard Sally · CIK 0001661232 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72 Underlying: Common Stock · 36 shares Expires 2018-09-11 F2 · derivative.exercise_price: 1-for-1. F3 · kind: The dividend equivalent rights accrued with respect to RSUs, pursuant to dividends earned in 2016. F4 · price: Not applicable. Read SEC document |
| September 30, 2016 Filed Feb 14, 2017 01:15 UTC | EXPONENT INC EXPO · Entity 4154 | GrantCommon Stock | 76 | $48.51 | $3,686.53 |
DisclosureSEC source: 0000851520-17-000028 · edgardoc.xml · nonDerivative · entry 3 Shepard Sally · CIK 0001661232 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,815 F1 · shares: Acquisition of stock pursuant to Exponent, Inc. Employee Stock Purchase Plan under the provisions of Section 423 of the Internal Revenue Code in a transaction exempt under SEC Rule 16b-3. Read SEC document |
| July 01, 2016 Filed Feb 14, 2017 01:15 UTC | EXPONENT INC EXPO · Entity 4154 | GrantCommon Stock | 218 | $55.07 | $12,005.59 |
DisclosureSEC source: 0000851520-17-000028 · edgardoc.xml · nonDerivative · entry 2 Shepard Sally · CIK 0001661232 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,739 F1 · shares: Acquisition of stock pursuant to Exponent, Inc. Employee Stock Purchase Plan under the provisions of Section 423 of the Internal Revenue Code in a transaction exempt under SEC Rule 16b-3. Read SEC document |
| April 01, 2016 Filed Feb 14, 2017 01:15 UTC | EXPONENT INC EXPO · Entity 4154 | GrantCommon Stock | 198 | $48.06 | $9,515.98 |
DisclosureSEC source: 0000851520-17-000028 · edgardoc.xml · nonDerivative · entry 1 Shepard Sally · CIK 0001661232 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 F1 · shares: Acquisition of stock pursuant to Exponent, Inc. Employee Stock Purchase Plan under the provisions of Section 423 of the Internal Revenue Code in a transaction exempt under SEC Rule 16b-3. Read SEC document |
| January 02, 2015 Filed Feb 12, 2018 17:15 UTC | EXPONENT INC EXPO · Entity 4154 | PurchaseCommon Stock | 262 | $38.52 | $10,091.66 |
DisclosureSEC source: 0000851520-18-000023 · edgardoc.xml · nonDerivative · entry 1 Shepard Sally · CIK 0001661232 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262 F1 · shares: Acquisition of stock pursuant to Exponent, Inc. Employee Stock Purchase Plan under the provisions of Section 423 of the Internal Revenue Code in a transaction exempt under SEC Rule 16b-3. F2 · balance_after: Reporting an ESPP purchase that was previously omitted from the 2015 Form 5 filed on 2/12/16. The reporting person's current direct holdings are 1,822 shares. 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.