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NYSE · USD

TYL

TYLER TECHNOLOGIES INC

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Tapewire entity
3344
SEC CIK
0000860731
Parsed reports
688

Last 12 months

Inside the activity.

2 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202503
Jan 202600
Feb 202620
Mar 202607
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 11, 2024 Filed Mar 13, 2024 20:29 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 569 $121.05 $68,877.45
Disclosure

SEC source: 0001240085-24-000017 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,397.0368

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Acquired through the exercise of stock options.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 20:29 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 450 $108.81 $48,964.50
Disclosure

SEC source: 0001240085-24-000017 · primary_doc.xml · nonDerivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,828.0368

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Acquired through the exercise of stock options.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 20:29 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 3,400 $426.25 $1,449,255.78
Disclosure

SEC source: 0001240085-24-000017 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,378.0368

F1 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $426.115 to a high of $426.49 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth with respect to this transaction.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 20:29 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 147 $425.00 $62,474.27
Disclosure

SEC source: 0001240085-24-000017 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,778.0368

Read SEC document
March 11, 2024 Filed Aug 2, 2024 19:22 UTC Amendment
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionOption · Derivative 257 $0.00 Strike: $176.80 $0.00
Disclosure

SEC source: 0001240085-24-000041 · primary_doc.xml · derivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,993

Underlying: Common Stock · 257 shares

Expires 2025-12-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

F2 · balance_after: In the original filing, the number of derivative securities beneficially owned following the reported transaction was incorrectly reported as 0.

Read SEC document
March 08, 2024 Filed Mar 11, 2024 21:37 UTC
MOORE H LYNN JRDirector · President and CEO
SaleCommon Stock 1 $424.74 $424.74
Disclosure

SEC source: 0001240085-24-000013 · primary_doc.xml · nonDerivative · entry 5

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,500

Read SEC document
March 08, 2024 Filed Mar 11, 2024 21:37 UTC
MOORE H LYNN JRDirector · President and CEO
SaleCommon Stock 2,000.7658 $423.86 $848,040.79
Disclosure

SEC source: 0001240085-24-000013 · primary_doc.xml · nonDerivative · entry 4

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,501

F4 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $423.628 to a high of $424.52 per share, inclusive.

Read SEC document
March 08, 2024 Filed Mar 12, 2024 15:27 UTC
MILLER BRIAN KExecutive VP and CFO
SaleCommon Stock 1,200 $421.80 $506,160.48
Disclosure

SEC source: 0001240085-24-000015 · primary_doc.xml · nonDerivative · entry 2

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,159.5582

F2 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $421.47 to a high of $422.09 per share, inclusive.

Read SEC document
March 08, 2024 Filed Mar 12, 2024 15:27 UTC
MILLER BRIAN KExecutive VP and CFO
SaleCommon Stock 1,300 $420.77 $547,006.46
Disclosure

SEC source: 0001240085-24-000015 · primary_doc.xml · nonDerivative · entry 1

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,359.5582

F1 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $420.37 to a high of $421.185 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth with respect to this transaction and all sale transactions reported in this Form 4.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:54 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionOption · Derivative 1,681 $0.00 Strike: $121.05 $0.00
Disclosure

SEC source: 0001240085-24-000014 · primary_doc.xml · derivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,681 shares

Expires 2025-06-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:54 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionOption · Derivative 1,800 $0.00 Strike: $108.81 $0.00
Disclosure

SEC source: 0001240085-24-000014 · primary_doc.xml · derivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,800 shares

Expires 2024-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 809 $422.47 $341,780.25
Disclosure

SEC source: 0001240085-24-000014 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,797.0368

F2 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $422.23 to a high of $422.71 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth with respect to this transaction.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:54 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 1,681 $121.05 $203,485.05
Disclosure

SEC source: 0001240085-24-000014 · primary_doc.xml · nonDerivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,606.0368

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Acquired through the exercise of stock options.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:54 UTC
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 1,800 $423.38 $762,084.00
Disclosure

SEC source: 0001240085-24-000014 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,925.0368

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:54 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 1,800 $108.81 $195,858.00
Disclosure

SEC source: 0001240085-24-000014 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,725.0368

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Acquired through the exercise of stock options.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:37 UTC
MOORE H LYNN JRDirector · President and CEO
SaleCommon Stock 400 $422.29 $168,914.00
Disclosure

SEC source: 0001240085-24-000013 · primary_doc.xml · nonDerivative · entry 3

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,501.7568

F3 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $422.165 to a high of $422.40 per share, inclusive.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:37 UTC
MOORE H LYNN JRDirector · President and CEO
SaleCommon Stock 854 $421.34 $359,820.09
Disclosure

SEC source: 0001240085-24-000013 · primary_doc.xml · nonDerivative · entry 2

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,901.7568

F2 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $421.01 to a high of $421.95 per share, inclusive.

Read SEC document
March 07, 2024 Filed Mar 11, 2024 21:37 UTC
MOORE H LYNN JRDirector · President and CEO
SaleCommon Stock 595 $420.23 $250,039.05
Disclosure

SEC source: 0001240085-24-000013 · primary_doc.xml · nonDerivative · entry 1

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,755.7568

F1 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $420.00 to a high of $420.42 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth with respect to this transaction and all sale transactions reported in this Form 4.

Read SEC document
March 07, 2024 Filed Mar 13, 2024 19:37 UTC Amendment
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionOption · Derivative 1,681 $0.00 Strike: $121.05 $0.00
Disclosure

SEC source: 0001240085-24-000016 · primary_doc.xml · derivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 569

Underlying: Common Stock · 1,681 shares

Expires 2025-06-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

F3 · balance_after: In the original filing, the number of derivative securities beneficially owned following the reported transaction was incorrectly reported as 0, because it did not account for the incentive stock options portion of the option grant.

Read SEC document
March 07, 2024 Filed Mar 13, 2024 19:37 UTC Amendment
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionOption · Derivative 1,800 $0.00 Strike: $108.81 $0.00
Disclosure

SEC source: 0001240085-24-000016 · primary_doc.xml · derivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450

Underlying: Common Stock · 1,800 shares

Expires 2024-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche.

F3 · balance_after: In the original filing, the number of derivative securities beneficially owned following the reported transaction was incorrectly reported as 0, because it did not account for the incentive stock options portion of the option grant.

Read SEC document
March 07, 2024 Filed Mar 13, 2024 19:37 UTC Amendment
Puckett Jeffrey DavidChief Operating Officer
SaleCommon Stock 872 $422.91 $368,777.52
Disclosure

SEC source: 0001240085-24-000016 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,925.0368

F1 · kind: On March 11, 2024, the reporting person filed a Form 4 which inadvertently omitted a sale transaction that should have been included. This amendment reports the omitted transaction and Column 5 correctly reports the number of securities beneficially owned immediately following the omitted transaction.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantRestricted Stock Unit · Derivative 567 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 13

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 567

Underlying: Common Stock · 567 shares

Expires not disclosed

F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F11 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

F11 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 737 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 12

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 737

Underlying: Common Stock · 737 shares

Expires not disclosed

F6 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F9 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F9 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 2,381 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 11

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,381

Underlying: Common Stock · 2,381 shares

Expires not disclosed

F6 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F8 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F8 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
GrantPerformance-Based Restricted Stock Unit · Derivative 2,381 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 10

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,381

Underlying: Common Stock · 2,381 shares

Expires not disclosed

F6 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F7 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F7 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 260 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 9

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 521

Underlying: Common Stock · 260 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 781 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 929 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 8

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 929 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 125% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 125% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 3,525 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · derivative · entry 7

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,525 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F3 · derivative.exercise_date: On March 1, 2021, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F3 · derivative.expiration_date: On March 1, 2021, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 102.311 $437.14 $44,724.23
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · nonDerivative · entry 6

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,925.0368

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 260 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · nonDerivative · entry 5

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,027.3478

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 238.1997 $437.14 $104,126.62
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · nonDerivative · entry 4

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,767.3478

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 929 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · nonDerivative · entry 3

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,005.5475

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Tax withholdingCommon Stock 1,043.949 $437.14 $456,351.87
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · nonDerivative · entry 2

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,076.5475

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March 01, 2024 Filed Mar 5, 2024 18:00 UTC
Puckett Jeffrey DavidChief Operating Officer
Exercise / conversionCommon Stock 3,525 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-24-000012 · primary_doc.xml · nonDerivative · entry 1

Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,120.4965

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

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March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
GrantRestricted Stock Unit · Derivative 1,134 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 14

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,134

Underlying: Common Stock · 1,134 shares

Expires not disclosed

F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F12 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

F12 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

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March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
GrantPerformance-Based Restricted Stock Unit · Derivative 963 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 13

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 963

Underlying: Common Stock · 963 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F10 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F10 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

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March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
GrantPerformance-Based Restricted Stock Unit · Derivative 3,402 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 12

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,402

Underlying: Common Stock · 3,402 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F9 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F9 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
GrantPerformance-Based Restricted Stock Unit · Derivative 3,402 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 11

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,402

Underlying: Common Stock · 3,402 shares

Expires not disclosed

F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F8 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F8 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon cumulative non-GAAP adjusted recurring revenue growth over the three-year performance period ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionRestricted Stock Unit · Derivative 463 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 10

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 927

Underlying: Common Stock · 463 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-to-one basis.

F6 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 1,390 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

F6 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 1,390 restricted stock units, to vest in equal installments on each of the first, second, and third anniversaries of the date of grant, and settled by the issuer on the respective anniversary dates, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan.

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March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 1,215 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 9

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,215 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 125% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted performance-based restricted stock units based upon non-GAAP earnings per share for the one-year period ending December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 125% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

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March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative 4,999 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · derivative · entry 8

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,999 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

F4 · derivative.exercise_date: On March 1, 2021, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

F4 · derivative.expiration_date: On March 1, 2021, the reporting person was granted performance-based restricted stock units based upon cumulative recurring revenue growth over a three-year period ending on December 31, 2023 and continued employment through March 1, 2024. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 150% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance).

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March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 182.191 $437.14 $79,642.97
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · nonDerivative · entry 6

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,659.5582

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 463 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · nonDerivative · entry 5

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,841.7492

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 477.9293 $437.14 $208,922.01
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · nonDerivative · entry 4

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,378.7492

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 1,215 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · nonDerivative · entry 3

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,856.6785

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Tax withholdingCommon Stock 1,967.107 $437.14 $859,901.15
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · nonDerivative · entry 2

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,641.6785

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:37 UTC
MILLER BRIAN KExecutive VP and CFO
Exercise / conversionCommon Stock 4,999 Not disclosed Not disclosed
Disclosure

SEC source: 0001240085-24-000011 · primary_doc.xml · nonDerivative · entry 1

MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,608.7855

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Performance-based restricted stock units convert into common stock on a one-to-one basis.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:14 UTC
MOORE H LYNN JRDirector · President and CEO
GrantRestricted Stock Unit · Derivative 2,268 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000010 · primary_doc.xml · derivative · entry 13

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,268

Underlying: Common Stock · 2,268 shares

Expires not disclosed

F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of issuer common stock.

F11 · derivative.exercise_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

F11 · derivative.expiration_date: The restricted stock units vest in equal installments on each of the first, second, and third anniversaries of the date of grant and will be settled by the issuer on such dates, subject to the terms and conditions of the issuer's 2018 Stock Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:14 UTC
MOORE H LYNN JRDirector · President and CEO
GrantPerformance-Based Restricted Stock Unit · Derivative 1,530 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000010 · primary_doc.xml · derivative · entry 12

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,530

Underlying: Common Stock · 1,530 shares

Expires not disclosed

F6 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F9 · derivative.exercise_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F9 · derivative.expiration_date: Vesting is subject to the issuer's achievement of short-term performance goals based upon non-GAAP earnings per share for the one-year performance period ending December 31, 2024. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2025. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 17:14 UTC
MOORE H LYNN JRDirector · President and CEO
GrantPerformance-Based Restricted Stock Unit · Derivative 7,371 $0.00 $0.00
Disclosure

SEC source: 0001240085-24-000010 · primary_doc.xml · derivative · entry 11

MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,371

Underlying: Common Stock · 7,371 shares

Expires not disclosed

F6 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock.

F8 · derivative.exercise_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

F8 · derivative.expiration_date: Vesting is subject to the issuer's achievement of long-term performance goals based upon non-GAAP net operating margin for the year ending December 31, 2026 and continued employment through March 1, 2027. The number of vested restricted stock units will be settled by the issuer in issuer common stock on such date. The stated number of restricted stock units awarded reflects target performance. Depending upon actual performance during the performance period, the actual number of restricted stock units vested may range from 0% to 150% of the restricted stock units awarded.

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.