Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEGG, INCCHGG · Entity 6853 | CHIEF FINANCIAL OFFICER | December 12, 2023 | December 14, 2023 |
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.
CHEGG, INC
Report date December 12, 2023 · Filed December 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 286,467 |
Ending reported balance
After 2023-12-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-12 · Tax withholding · Disposed 3,173 · Balance 287,721 F1: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the restricted stock units ("RSUs") to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Row 2 · 2023-12-14 · Tax withholding · Disposed 1,254 · Balance 286,467 F2: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreements governing the PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. |
| Common StockSEC Table I · non-derivative | IndirectBy Andy and Pam Brown Family Trust | 91,922 |
Reported balance
Holding disclosure · report date 2023-12-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 91,922 F3: The Reporting Person is a Co-Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the restricted stock units ("RSUs") to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing.
F2: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreements governing the PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing.
F3: The Reporting Person is a Co-Trustee.
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 04, 2017 Filed Jun 2, 2017 17:57 UTC | CHEGG, INC CHGG · Entity 6853 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000124 · wf-form4_149644061026545.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Andy and Pam Brown Family Trust Disclosed balance after: 317,117 F1 · ownership.nature: The Reporting Person is a Co-Trustee. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 18:31 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 136,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000079 · wf-form4_148849745764256.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,760 F1 · shares: Represents an award of restricted stock units ("RSU", and each a "RSU"). Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:06 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 160,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000063 · wf-form4_148841318476946.xml · nonDerivative · entry 3 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,256 F3 · shares: Represents the number of shares of Common Stock subject to PSUs granted to the Reporting Person in 2016 (the "2016 PSUs") that shall now be subject to time-based vesting following the Compensation Committee's determination of the achievement of certain performance measurements on February 27, 2017. The shares subject to the 2016 PSUs allocated to each performance metric shall vest as follows: 50% of on March 15, 2018 and 50% on March 15, 2019, subject to the Reporting Person's continued service up to and through the applicable vesting dates. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:06 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 51,447 | $8.16 | $419,807.52 |
DisclosureSEC source: 0001364954-17-000063 · wf-form4_148841318476946.xml · nonDerivative · entry 2 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,537 F2 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the 2015 PSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of the 2015 PSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:06 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 98,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-17-000063 · wf-form4_148841318476946.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,984 F1 · shares: Represents the number of shares of the Issuer's Common Stock (the "Common Stock") subject to performance-based restricted stock units ("PSUs") granted to the Reporting Person in 2015 (the "2015 PSUs") that were certified to be awarded by the Compensation Committee of the Issuer's Board of Directors (the "Compensation Committee") and vested in full on February 27, 2017. The reported shares of Common Stock subject to the 2015 PSUs represent the remaining shares subject to the 2015 PSUs and there are no remaining shares to be awarded subject to the 2015 PSUs. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 17:54 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 38,537 | $8.20 | $316,003.40 |
DisclosureSEC source: 0001364954-17-000047 · wf-form4_148832248086430.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,392 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the RSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 20:10 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 43,399 | $7.02 | $304,660.98 |
DisclosureSEC source: 0001364954-17-000015 · wf-form4_148608419921545.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,929 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were automatically withheld by the Issuer in accordance with the agreement governing the RSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| November 12, 2016 Filed Nov 15, 2016 19:16 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 25 | $8.05 | $201.25 |
DisclosureSEC source: 0001364954-16-000464 · wf-form4_147925536562920.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,718 F1 · kind: 1.Exempt transaction pursuant to Section 16b-3(e) payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were withheld by the Issuer in accordance with the agreement governing the RSUs to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. The Reporting Person did not sell any of the shares reported on this Form 4 item; such shares were cancelled by the Issuer in accordance with the foregoing. Read SEC document |
| October 12, 2016 Filed Oct 13, 2016 20:13 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 26 | $6.89 | $179.14 |
DisclosureSEC source: 0001364954-16-000447 · wf-form4_147640397514775.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,743 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes. Read SEC document |
| October 01, 2016 Filed Oct 5, 2016 16:57 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 28,699 | $7.09 | $203,475.91 |
DisclosureSEC source: 0001364954-16-000437 · wf-form4_147570103896384.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,769 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 18:40 UTC | CHEGG, INC CHGG · Entity 6853 | Tax withholdingCommon Stock | 26 | $6.97 | $181.22 |
DisclosureSEC source: 0001364954-16-000423 · wf-form4_147380641481880.xml · nonDerivative · entry 1 BROWN ANDREW J · CIK 0001226866 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,468 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4 for any reason other than to cover required taxes. 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.