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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 2 | 0 |
| Mar 2026 | 0 | 7 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000009 · 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: 0 Underlying: Common Stock · 3,750 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, 2022, 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, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% 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, 2022, 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, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Tax withholdingCommon Stock | 148.743 | $608.43 | $90,499.70 |
DisclosureSEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 8 MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,575.9623 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Exercise / conversionCommon Stock | 378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000009 · primary_doc.xml · nonDerivative · entry 7 MILLER BRIAN K · CIK 0001086072 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,724.7053 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, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Tax withholdingCommon Stock | 182.191 | $608.43 | $110,850.47 |
DisclosureSEC source: 0001240085-25-000009 · 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: 15,346.7053 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Exercise / conversionCommon Stock | 463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000009 · 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: 15,528.8963 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, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Tax withholdingCommon Stock | 262.3706 | $608.43 | $159,634.14 |
DisclosureSEC source: 0001240085-25-000009 · 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: 15,065.8963 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Exercise / conversionCommon Stock | 1,047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000009 · 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: 15,328.2669 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, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Tax withholdingCommon Stock | 1,386.256 | $608.43 | $843,439.74 |
DisclosureSEC source: 0001240085-25-000009 · 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: 14,281.2669 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:27 UTC |
MILLER BRIAN KExecutive VP and CFO
|
Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000009 · 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: 15,667.5229 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, 2025 Filed Mar 4, 2025 22:47 UTC |
MARR JOHN S JRDirector · Executive Chair of the Board
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000010 · primary_doc.xml · derivative · entry 2 MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 739 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock. F3 · 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, 2027 and continued employment through March 1, 2028. 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. F3 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 22:47 UTC |
MARR JOHN S JRDirector · Executive Chair of the Board
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000010 · primary_doc.xml · derivative · entry 1 MARR JOHN S JR · CIK 0001085536 · Director · Executive Chair of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 739 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of issuer common stock. F2 · 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, 2027 and continued employment through March 1, 2028. 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. F2 · 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
GrantRestricted Stock Unit · Derivative | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 16 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410 Underlying: Common Stock · 410 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. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 534 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 15 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534 Underlying: Common Stock · 534 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, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · primary_doc.xml · derivative · entry 14 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,725 Underlying: Common Stock · 1,725 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, 2027 and continued employment through March 1, 2028. 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · 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: 1,725 Underlying: Common Stock · 1,725 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, 2027 and continued employment through March 1, 2028. 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · 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: 378 Underlying: Common Stock · 189 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, 2024, the reporting person was granted 567 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, 2024, the reporting person was granted 567 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · 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: 261 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 801 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · 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: 0 Underlying: Common Stock · 801 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000008 · 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: 0 Underlying: Common Stock · 2,500 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, 2022, 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, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% 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, 2022, 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, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Tax withholdingCommon Stock | 74.372 | $608.43 | $45,250.16 |
DisclosureSEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 8 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,965.911 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionCommon Stock | 189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000008 · primary_doc.xml · nonDerivative · entry 7 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,040.283 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Tax withholdingCommon Stock | 102.311 | $608.43 | $62,249.08 |
DisclosureSEC source: 0001240085-25-000008 · 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: 6,851.283 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionCommon Stock | 260 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000008 · 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: 6,953.594 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Tax withholdingCommon Stock | 315.0464 | $608.43 | $191,683.68 |
DisclosureSEC source: 0001240085-25-000008 · 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: 6,693.594 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionCommon Stock | 801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000008 · 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: 7,008.6404 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, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Tax withholdingCommon Stock | 983.75 | $608.43 | $598,543.01 |
DisclosureSEC source: 0001240085-25-000008 · 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: 6,207.6404 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 20:50 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000008 · 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: 7,191.3904 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
GrantRestricted Stock Unit · Derivative | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 16 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643 Underlying: Common Stock · 1,643 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. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 15 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,109 Underlying: Common Stock · 1,109 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, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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, 2025. The number of vested restricted stock units will be settled by the issuer in issuer common stock on March 1, 2026. 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 5,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 14 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,341 Underlying: Common Stock · 5,341 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, 2027 and continued employment through March 1, 2028. 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
GrantPerformance-Based Restricted Stock Unit · Derivative | 5,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · 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: 5,341 Underlying: Common Stock · 5,341 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, 2027 and continued employment through March 1, 2028. 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, 2027 and continued employment through March 1, 2028. 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionRestricted Stock Unit · Derivative | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · 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: 1,512 Underlying: Common Stock · 756 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, 2024, the reporting person was granted 2,268 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, 2024, the reporting person was granted 2,268 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionRestricted Stock Unit · Derivative | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · 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: 1,042 Underlying: Common Stock · 1,041 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 3,124 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 3,124 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 1,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 10 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,664 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2024, 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, 2024. The number of vested units settled by the issuer in issuer common stock on March 1, 2025 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · derivative · entry 9 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,500 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, 2022, 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, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% 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, 2022, 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, 2024 and continued employment through March 1, 2025. The number of vested units settled by the issuer in issuer common stock on such date reflects actual performance equal to 100% of target performance (whereas the number of units originally reported in connection with the grant reflected assumed target performance). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Tax withholdingCommon Stock | 297.487 | $608.43 | $181,000.02 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 8 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,775.4172 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionCommon Stock | 756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 7 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,072.9042 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Tax withholdingCommon Stock | 409.634 | $608.43 | $249,233.61 |
DisclosureSEC source: 0001240085-25-000007 · primary_doc.xml · nonDerivative · entry 6 MOORE H LYNN JR · CIK 0001250902 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,316.9042 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionCommon Stock | 1,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000007 · 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: 81,726.5382 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Tax withholdingCommon Stock | 654.7118 | $608.43 | $398,346.30 |
DisclosureSEC source: 0001240085-25-000007 · 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: 80,685.5382 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionCommon Stock | 1,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000007 · 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: 81,340.25 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, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Tax withholdingCommon Stock | 2,557.75 | $608.43 | $1,556,211.83 |
DisclosureSEC source: 0001240085-25-000007 · 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: 79,676.25 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:56 UTC |
MOORE H LYNN JRDirector · President and CEO
|
Exercise / conversionCommon Stock | 6,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001240085-25-000007 · 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: 82,234 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 |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
Exercise / conversionOption · Derivative | 3,466 | $0.00 Strike: $154.85 | $0.00 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · derivative · entry 15 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,466 shares Expires 2026-06-01 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. F12 · derivative.exercise_date: Option has graded vesting. Dates exercisable will vary with each vesting tranche. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
SaleCommon Stock | 214 | $608.19 | $130,153.41 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 13 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,691.3904 F11 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $608.155 to a high of $608.79 per share, inclusive. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
SaleCommon Stock | 210 | $607.42 | $127,558.31 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 12 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,905.3904 F10 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $607.035 to a high of $607.805 per share, inclusive. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
SaleCommon Stock | 969 | $606.32 | $587,528.54 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 11 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,115.3904 F9 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $605.755 to a high of $606.61 per share, inclusive. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
SaleCommon Stock | 850 | $604.15 | $513,529.97 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 10 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,084.3904 F8 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $603.97 to a high of $604.30 per share, inclusive. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
SaleCommon Stock | 267 | $603.10 | $161,028.37 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 9 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,934.3904 F7 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $602.67 to a high of $603.28 per share, inclusive. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 20:54 UTC |
Puckett Jeffrey DavidChief Operating Officer
|
SaleCommon Stock | 956 | $602.15 | $575,654.16 |
DisclosureSEC source: 0001240085-25-000006 · primary_doc.xml · nonDerivative · entry 8 Puckett Jeffrey David · CIK 0001863648 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,201.3904 F6 · price: Reflects the weighted average sale price. The shares were sold in multiple transactions at prices ranging from a low of $601.56 to a high of $602.455 per share, inclusive. 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.