Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN PUBLIC EDUCATION INCAPEI · Entity 5082 | Director | March 12, 2024 | March 14, 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.
AMERICAN PUBLIC EDUCATION INC
Report date March 12, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 21,739 |
Reported balance
After 2024-03-12 transaction · row 1
1 source rowRow 1 · 2024-03-12 · Sale · Disposed 11,874 · Balance 21,739 F1: The price of $11.6769 per share represents a weighted average of sales prices ranging from $11.60 to $11.81 per share. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price of $11.6769 per share represents a weighted average of sales prices ranging from $11.60 to $11.81 per share. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price.
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 12, 2024 Filed Mar 14, 2024 16:20 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 11,874 | $11.68 | $138,651.51 |
DisclosureSEC source: 0001062993-24-006418 · form4.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,739 F1 · price: The price of $11.6769 per share represents a weighted average of sales prices ranging from $11.60 to $11.81 per share. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| May 19, 2023 Filed May 22, 2023 16:06 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 12,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011911 · form4.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,613 F1 · shares: Pursuant to the non-employee director compensation policy of American Public Education, Inc. (the "Company"), each non-employee director receives an annual award of restricted common stock of the Company having a value of $80,000 on the grant date. The shares vest on the earlier of the one year anniversary of the grant date and immediately prior to the Company's 2024 Annual Meeting of Stockholders. Read SEC document |
| May 20, 2022 Filed May 24, 2022 19:36 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 5,956 | $13.43 | $79,989.08 |
DisclosureSEC source: 0001062993-22-013427 · form4.xml · nonDerivative · entry 4 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,875 F1 · shares: Under the director compensation policy for non-employee directors of American Public Education, Inc. (the "Company"), the Company's Management Development & Compensation Committee annually grants each non-employee director an award of restricted common stock of the Company having a value of $80,000 on the date of grant. The shares vest on the earlier of the one year anniversary of the date of grant and immediately prior to the Company's 2023 Annual Meeting of Stockholders. F2 · balance_after: Amount of securities beneficially owned following reported transactions reflects current ownership. Read SEC document |
| May 21, 2021 Filed May 25, 2021 17:34 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 2,845 | $28.11 | $79,972.95 |
DisclosureSEC source: 0001123292-21-000872 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,485 F1 · shares: Under the director compensation policy for non-employee directors of American Public Education, Inc. (the "Company"), the Company's Management Development & Compensation Committee annually grants each non-employee director an award of restricted common stock of the Company having a value of $80,000 on the date of grant. The shares vest on the earlier of the one year anniversary of the date of grant and immediately prior to the 2022 annual meeting of stockholders. Read SEC document |
| December 15, 2020 Filed May 24, 2022 19:36 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GiftCommon Stock, par value $.01 | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013427 · form4.xml · nonDerivative · entry 3 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,919 Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:09 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 1,759 | $30.95 | $54,448.97 |
DisclosureSEC source: 0001123292-20-001209 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,640 Read SEC document |
| November 25, 2020 Filed May 24, 2022 19:36 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 1,241 | $25.91 | $32,154.31 |
DisclosureSEC source: 0001062993-22-013427 · form4.xml · nonDerivative · entry 2 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,244 Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 16:53 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 1,500 | $30.00 | $45,000.00 |
DisclosureSEC source: 0001123292-20-001140 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,399 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 19:42 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 3,500 | $30.00 | $105,000.00 |
DisclosureSEC source: 0001104659-20-113160 · tm2032758d1_form4.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,899 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 16:21 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 2,640 | $35.71 | $94,261.46 |
DisclosureSEC source: 0001123292-20-001041 · edgar.xml · nonDerivative · entry 2 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,399 F2 · shares: The price of $35.7051 per share represents a weighted average of sales prices ranging from $35.48 to $36.10 per share. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 16:21 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 2,360 | $34.95 | $82,483.18 |
DisclosureSEC source: 0001123292-20-001041 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,039 F1 · shares: The price of $34.9505 per share represents a weighted average of sales prices ranging from $34.46 to $35.44 per share. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| May 15, 2020 Filed May 19, 2020 16:30 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 2,520 | $31.74 | $79,984.80 |
DisclosureSEC source: 0001123292-20-000736 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,399 F1 · shares: Under the director compensation policy for non-employee directors of American Public Education, Inc. (the "Company"), the Company's Management Development & Compensation Committee annually grants each non-employee director an award of restricted common stock of the Company having a value of $80,000 on the date of grant. The shares vest on the earlier of the one year anniversary of the date of grant and immediately prior to the 2021 annual meeting of stockholders. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 16:12 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-001198 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,879 F1 · shares: Prior to the beginning of the year, the reporting person elected to receive common stock in lieu of cash for a portion of her annual retainer, which retainer is paid in quarterly installments. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:08 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000979 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,811 F1 · shares: Prior to the beginning of the year, the reporting person elected to receive common stock in lieu of cash for a portion of her annual retainer, which retainer is paid in quarterly installments. Read SEC document |
| May 17, 2019 Filed May 21, 2019 16:46 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000825 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,743 F1 · shares: Prior to the beginning of the year, the reporting person elected to receive common stock in lieu of cash for a portion of her annual retainer, which retainer is paid in quarterly installments. Read SEC document |
| May 10, 2019 Filed May 14, 2019 16:15 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 2,468 | $30.38 | $74,977.84 |
DisclosureSEC source: 0001123292-19-000764 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,675 F1 · shares: Under the director compensation policy for non-employee directors of American Public Education, Inc. (the "Company"), the Company's compensation committee annually grants each non-employee director an award of restricted common stock of the Company having a value of $75,000 on the date of grant. The shares vest on the earlier of the one year anniversary of the date of grant and immediately prior to the 2020 annual meeting of stockholders. Read SEC document |
| January 03, 2019 Filed Jan 7, 2019 16:24 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000091 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,207 F1 · shares: Prior to the beginning of the year, the reporting person elected to receive common stock in lieu of cash for a portion of her annual retainer, which retainer is paid in quarterly installments. Read SEC document |
| June 07, 2018 Filed May 24, 2022 19:36 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 1,000 | $44.25 | $44,250.00 |
DisclosureSEC source: 0001062993-22-013427 · form4.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,485 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 17:19 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 1,720 | $43.60 | $74,992.00 |
DisclosureSEC source: 0001123292-18-000789 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,139 F1 · shares: Under the director compensation policy for non-employee directors of American Public Education, Inc. (the "Company"), the Company's compensation committee annually grants each non-employee director an award of restricted common stock of the Company having a value of $75,000 on the date of grant. The shares vest on the earlier of the one year anniversary of the date of grant and immediately prior to the 2019 annual meeting of stockholders. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 16:28 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 2,500 | $44.20 | $110,500.00 |
DisclosureSEC source: 0001123292-18-000554 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,419 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the reporting person. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 16:16 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 400 | $28.00 | $11,200.00 |
DisclosureSEC source: 0001123292-18-000472 · edgar.xml · nonDerivative · entry 2 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,919 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the reporting person. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 16:16 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 100 | $28.05 | $2,805.00 |
DisclosureSEC source: 0001123292-18-000472 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,319 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the reporting person. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:18 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | GrantCommon Stock, par value $.01 | 3,105 | $24.15 | $74,985.75 |
DisclosureSEC source: 0001123292-17-000961 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,419 F1 · shares: Under the director compensation policy for non-employee directors of American Public Education, Inc. (the "Company"), the Company's compensation committee annually grants each non-employee director an award of restricted common stock of the Company having a value of $75,000 on the date of grant. The shares vest on the earlier of the one year anniversary of the date of grant and immediately prior to the 2018 annual meeting of stockholders. Read SEC document |
| May 10, 2017 Filed May 12, 2017 16:58 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0001123292-17-000917 · edgar.xml · nonDerivative · entry 2 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,314 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the reporting person. F3 · balance_after: The amount of securities beneficially owned following the reported transaction has been adjusted to correct for a previous clerical error. Read SEC document |
| March 07, 2016 Filed May 12, 2017 16:58 UTC | AMERICAN PUBLIC EDUCATION INC APEI · Entity 5082 | SaleCommon Stock, par value $.01 | 950 | $21.56 | $20,482.00 |
DisclosureSEC source: 0001123292-17-000917 · edgar.xml · nonDerivative · entry 1 Halle Jean C. · CIK 0001417687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,968 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the reporting person. F2 · balance_after: Amount reflects the beneficial ownership of the reporting person following the reported transaction as of March 7, 2016. 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.