Suzan Morno-Wade
CIK 1761233 · EVP and CHRO · last filed 2026-05-04
Suzan Morno-Wade is an EVP and CHRO who has filed 35 SEC Form 4 insider transactions across 2 companies since 2019. The most recent filing, for SWIM, was dated May 4, 2026. Across all open-market trades the lifetime net is −$376.7K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.2M across reported positions. 4 SEC filings were submitted jointly with XEROX CORP. 3 Form 144 notices of planned sales are also on file; the latest, for XRX on Sep 5, 2023, lists the filer as an officer.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
XRX price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
787 WATERVLIET SHAKER RD
LATHAM, NY 12110
Holdings By Company
Recent Filings
35 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-04 | SWIM | Grant (A) | +17,677 | $0 | EDGAR |
| 2025-05-02 | SWIM | Grant (A) | +16,814 | $0 | EDGAR |
| 2024-05-03 | SWIM | Grant (A) | +36,538 | $0 | EDGAR |
| 2024-03-13 | XRX | Grant (A) | +71,133 | $1.20M | EDGAR |
| 2023-09-06 | XRX | Sell (S) | −9,126 | -$152.9K | EDGAR |
| 2023-09-05 | XRX | Notice (144) Officer · Planned Sep 5, 2023 · 10b5-1 plan Sold: Form 4 filed Sep 6, 2023 |
−9,126 | -$150.4K | EDGAR |
| 2023-07-19 | XRX | Sell (S) | −5,980 | -$95.7K | EDGAR |
| 2023-07-18 | XRX | Notice (144) Officer · Planned Jul 18, 2023 · 10b5-1 plan Sold: Form 4 filed Jul 19, 2023 |
−5,980 | -$94.0K | EDGAR |
| 2023-06-15 | XRX | Sell (S) | −11,000 | -$175.6K | EDGAR |
| 2023-06-14 | XRX | Notice (144) Officer · Planned Jun 14, 2023 · 10b5-1 plan Sold: Form 4 filed Jun 15, 2023 |
−11,000 | -$173.8K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment, and an amended or cancelled notice is not listed. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes. Someone who is no longer an officer or director (or never was) files no Form 4, so for them a sale shows up only on a later notice, which lists the seller's sales from the 3 months before it. "No sale on file" means neither record shows one; a dash in Net $ means the value filed on the notice doesn't fit the stock's price (likely a typo).