Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCHOLASTIC CORPSCHL · Entity 5192 | CHIEF FINANCIAL OFFICER | September 26, 2023 | January 16, 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.
SCHOLASTIC CORP
Report date September 26, 2023 · Filed January 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,843 |
Reported balance
After 2023-09-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-09-26 · Grant · Acquired 8,117 · Balance 36,843 F1: Represents grant of restricted stock units which vest in 33 1/3% increments beginning with the first anniversary from the date of grant. F2: Includes an increase of 424 shares purchased in ESPP since the last report. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $36.96 · Expires 2030-09-26 | Direct | 17,167 |
Reported balance
After 2023-09-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-26 · Grant · Acquired 17,167 · Balance 17,167 F3: Employee stock options vest ratably over a three year period beginning with the first anniversary after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units which vest in 33 1/3% increments beginning with the first anniversary from the date of grant.
F2: Includes an increase of 424 shares purchased in ESPP since the last report.
F3: Employee stock options vest ratably over a three year period beginning with the first anniversary after the date of grant.
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 |
|---|---|---|---|---|---|---|
| September 21, 2016 Filed Sep 22, 2016 21:16 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | Tax withholdingCommon Stock | 65 | $38.56 | $2,506.40 |
DisclosureSEC source: 0001179110-16-029935 · edgar.xml · nonDerivative · entry 2 Cleary Kenneth J · CIK 0001620427 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,869 F2 · shares: Represents shares withheld to cover taxes owed upon the vesting of 172 restricted stock units. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:16 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantEmployee stock option (right to buy) · Derivative | 6,119 | $0.00 Strike: $39.16 | $0.00 |
DisclosureSEC source: 0001179110-16-029935 · edgar.xml · derivative · entry 3 Cleary Kenneth J · CIK 0001620427 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,119 Underlying: Common Stock · 6,119 shares Expires 2026-09-20 F3 · derivative.exercise_date: The grant becomes exercisable in four equal annual installments beginning with the first anniversary of the date of grant. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:16 UTC | SCHOLASTIC CORP SCHL · Entity 5192 | GrantCommon Stock | 766 | $39.16 | $29,996.56 |
DisclosureSEC source: 0001179110-16-029935 · edgar.xml · nonDerivative · entry 1 Cleary Kenneth J · CIK 0001620427 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,934 F1 · balance_after: Includes 52 shares purchased by the reporting person since the last filing under the Scholastic Corporation Employee Stock Purchase Plan. 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.