Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RE/MAX Holdings, Inc.RMAX · Entity 9537 | PRESIDENT, RE/MAX, LLC | March 01, 2024 | March 05, 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.
RE/MAX Holdings, Inc.
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 78,547 |
Reported balance
After 2024-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 38,067 · Balance 78,547 F1: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2024, through December 31, 2026. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount. F2: Includes 59,417 unvested RSUs. |
| Class A Common StockSEC Table I · non-derivative | Direct | 116,614 |
Reported balance
After 2024-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-01 · Grant · Acquired 38,067 · Balance 116,614 F3: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted time-based RSUs which vest in three equal annual installments beginning on March 1, 2025. F4: Includes 97,484 unvested RSUs. |
| Class A Common StockSEC Table I · non-derivative | Direct | 117,075 |
Reported balance
After 2024-03-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-03-01 · Grant · Acquired 461 · Balance 117,075 F5: Represents the incremental number of RSUs above the previously reported target amount based on performance-based RSUs granted in 2021. F4: Includes 97,484 unvested RSUs. |
| Class A Common StockSEC Table I · non-derivative | Direct | 114,572 |
Reported balance
After 2024-03-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2024-03-01 · Tax withholding · Disposed 2,503 · Balance 114,572 F6: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2024. F4: Includes 97,484 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2024, through December 31, 2026. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount.
F2: Includes 59,417 unvested RSUs.
F3: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted time-based RSUs which vest in three equal annual installments beginning on March 1, 2025.
F4: Includes 97,484 unvested RSUs.
F5: Represents the incremental number of RSUs above the previously reported target amount based on performance-based RSUs granted in 2021.
F6: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2024.
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 01, 2024 Filed Mar 5, 2024 20:10 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 2,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006909 · form4-03052024_080311.xml · nonDerivative · entry 4 Keith-Lessinger Amy M. · CIK 0002012913 · PRESIDENT, RE/MAX, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,572 F6 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock in settlement of RSUs on March 1, 2024. F4 · balance_after: Includes 97,484 unvested RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:10 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006909 · form4-03052024_080311.xml · nonDerivative · entry 3 Keith-Lessinger Amy M. · CIK 0002012913 · PRESIDENT, RE/MAX, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,075 F5 · shares: Represents the incremental number of RSUs above the previously reported target amount based on performance-based RSUs granted in 2021. F4 · balance_after: Includes 97,484 unvested RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:10 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 38,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006909 · form4-03052024_080311.xml · nonDerivative · entry 2 Keith-Lessinger Amy M. · CIK 0002012913 · PRESIDENT, RE/MAX, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,614 F3 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted time-based RSUs which vest in three equal annual installments beginning on March 1, 2025. F4 · balance_after: Includes 97,484 unvested RSUs. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:10 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 38,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006909 · form4-03052024_080311.xml · nonDerivative · entry 1 Keith-Lessinger Amy M. · CIK 0002012913 · PRESIDENT, RE/MAX, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,547 F1 · shares: Pursuant to the RE/MAX Holdings, Inc. 2023 Omnibus Incentive Plan, on March 1, 2024, the reporting person was granted performance-based restricted stock units ("RSUs") which will vest, if at all, following the performance period of January 1, 2024, through December 31, 2026. The number set forth above is the target amount. The number of RSUs that vest will range from 0-200% of such amount. F2 · balance_after: Includes 59,417 unvested RSUs. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:05 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | Tax withholdingClass A Common Stock | 1,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005616 · form4-02272024_080205.xml · nonDerivative · entry 2 Keith-Lessinger Amy M. · CIK 0002012913 · PRESIDENT, RE/MAX, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,480 F3 · shares: Represents shares of Class A common stock withheld by the issuer in satisfaction of tax withholding obligations upon the issuance of Class A common stock for the portion of the 2023 short term incentive paid in equity. F2 · balance_after: Includes 29,246 unvested restricted stock units. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:05 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | GrantClass A Common Stock | 5,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005616 · form4-02272024_080205.xml · nonDerivative · entry 1 Keith-Lessinger Amy M. · CIK 0002012913 · PRESIDENT, RE/MAX, LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,438 F1 · shares: Represents shares of RMAX Class A common stock issued on February 23, 2024 for the portion of the 2023 short term incentive that was paid in equity. F2 · balance_after: Includes 29,246 unvested restricted stock units. 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.