Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKBAUD INCBLKB · Entity 476 | SVP and General Counsel | February 19, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BLACKBAUD INC
Report date February 19, 2026 · Filed September 04, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,567 |
Reported balance
After 2026-02-19 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 4,888 · Balance 58,567 F1: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted on February 19, 2025 would vest in three equal annual installments beginning on February 19, 2026, based on the Issuer achieving performance goals for the period ended December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted on February 19, 2025 would vest in three equal annual installments beginning on February 19, 2026, based on the Issuer achieving performance goals for the period ended December 31, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 16, 2018 Filed Feb 20, 2018 23:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 5,263 | $100.00 | $526,300.00 |
DisclosureSEC source: 0001209191-18-011536 · doc4.xml · nonDerivative · entry 3 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,758 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the exercise of stock appreciation rights. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 23:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Disposition to issuerCommon Stock | 3,248 | $100.00 | $324,800.00 |
DisclosureSEC source: 0001209191-18-011536 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,021 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 23:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Exercise / conversionCommon Stock | 14,600 | $22.24 | $324,704.00 |
DisclosureSEC source: 0001209191-18-011536 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,269 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. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 23:39 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 933 | $97.33 | $90,808.89 |
DisclosureSEC source: 0001209191-18-011053 · doc4.xml · nonDerivative · entry 5 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,669 F5 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted February 14, 2017. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 23:39 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 593 | $97.33 | $57,716.69 |
DisclosureSEC source: 0001209191-18-011053 · doc4.xml · nonDerivative · entry 4 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,602 F4 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of RS granted February 14, 2017. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:39 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 596 | $95.20 | $56,739.20 |
DisclosureSEC source: 0001209191-18-011053 · doc4.xml · nonDerivative · entry 3 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,195 F3 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted February 13, 2015. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:39 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 448 | $95.20 | $42,649.60 |
DisclosureSEC source: 0001209191-18-011053 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,791 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock ("RS") granted February 13, 2015. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:39 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 6,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011053 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,239 F1 · shares: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted in 2017 would vest in three equal annual installments beginning on February 14, 2018 based on the Issuer achieving performance goals for the period ended December 31, 2017. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:22 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 6,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010143 · doc4.xml · nonDerivative · entry 3 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,708 F3 · shares: Represents a restricted stock award which vests in four equal annual installments beginning on February 12, 2019, subject to continued employment. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:22 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 861 | $93.58 | $80,572.38 |
DisclosureSEC source: 0001209191-18-010143 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,114 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of performance based restricted stock units granted February 11, 2016. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:22 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 691 | $93.58 | $64,663.78 |
DisclosureSEC source: 0001209191-18-010143 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,975 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 11, 2016. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 23:31 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 597 | $99.77 | $59,562.69 |
DisclosureSEC source: 0001209191-17-060065 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,666 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted November 6, 2013. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:12 UTC | BLACKBAUD INC BLKB · Entity 476 | Exercise / conversionStock Appreciation Right · Derivative | 15,493 | $0.00 Strike: $28.06 | $0.00 |
DisclosureSEC source: 0001209191-17-051418 · doc4.xml · derivative · entry 5 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,493 shares Expires 2018-11-09 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: Represents a stock appreciation right which vested in four equal annual installments beginning on November 10, 2012, subject to continued employment, and shall be settled in stock at time of exercise. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:12 UTC | BLACKBAUD INC BLKB · Entity 476 | SaleCommon Stock | 5,282 | $84.24 | $444,955.68 |
DisclosureSEC source: 0001209191-17-051418 · doc4.xml · nonDerivative · entry 4 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,263 F1 · price: This transaction was executed in multiple trades at prices ranging from $84.10 to $84.45. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:12 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 5,067 | $84.52 | $428,262.84 |
DisclosureSEC source: 0001209191-17-051418 · doc4.xml · nonDerivative · entry 3 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,545 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:12 UTC | BLACKBAUD INC BLKB · Entity 476 | Disposition to issuerCommon Stock | 5,144 | $84.52 | $434,770.88 |
DisclosureSEC source: 0001209191-17-051418 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,612 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:12 UTC | BLACKBAUD INC BLKB · Entity 476 | Exercise / conversionCommon Stock | 15,493 | $28.06 | $434,733.58 |
DisclosureSEC source: 0001209191-17-051418 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,756 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. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:54 UTC | BLACKBAUD INC BLKB · Entity 476 | Exercise / conversionStock Appreciation Right · Derivative | 12,277 | $0.00 Strike: $26.79 | $0.00 |
DisclosureSEC source: 0001209191-17-016734 · doc4.xml · derivative · entry 5 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,277 shares Expires 2017-11-07 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: Represents a stock appreciation right which vested in four equal annual installments beginning on November 8, 2011, subject to continued employment, and shall be settled in stock at time of exercise. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:54 UTC | BLACKBAUD INC BLKB · Entity 476 | SaleCommon Stock | 4,703 | $71.73 | $337,346.19 |
DisclosureSEC source: 0001209191-17-016734 · doc4.xml · nonDerivative · entry 4 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,263 F1 · price: This transaction was executed in multiple trades at prices ranging from $71.65 to $71.86. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:54 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 2,998 | $71.88 | $215,496.24 |
DisclosureSEC source: 0001209191-17-016734 · doc4.xml · nonDerivative · entry 3 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,966 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:54 UTC | BLACKBAUD INC BLKB · Entity 476 | Disposition to issuerCommon Stock | 4,576 | $71.88 | $328,922.88 |
DisclosureSEC source: 0001209191-17-016734 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,964 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:54 UTC | BLACKBAUD INC BLKB · Entity 476 | Exercise / conversionCommon Stock | 12,277 | $26.79 | $328,900.83 |
DisclosureSEC source: 0001209191-17-016734 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,540 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. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:31 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 197 | $72.16 | $14,215.52 |
DisclosureSEC source: 0001209191-17-011611 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,263 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of performance restricted stock units granted February 14, 2014. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 22:34 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 653 | $71.66 | $46,793.98 |
DisclosureSEC source: 0001209191-17-011171 · doc4.xml · nonDerivative · entry 5 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,898 F5 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted February 13, 2015. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 22:34 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 490 | $71.66 | $35,113.40 |
DisclosureSEC source: 0001209191-17-011171 · doc4.xml · nonDerivative · entry 4 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,551 F4 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of RS granted February 13, 2015. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 22:34 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 8,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011171 · doc4.xml · nonDerivative · entry 3 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,041 F3 · shares: On February 14, 2017, the Compensation Committee determined that PRSUs granted in 2016 would vest in three equal annual installments beginning on February 14, 2017 based on the Issuer achieving performance goals for the period ended December 31, 2016. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:31 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 7,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011611 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,460 F1 · shares: Represents a restricted stock award which vests in four equal annual installments beginning on February 14, 2018, subject to continued employment. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:34 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 942 | $70.74 | $66,637.08 |
DisclosureSEC source: 0001209191-17-011171 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,801 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of performance based restricted stock units ("PRSUs") granted February 11, 2016. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:34 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 768 | $70.74 | $54,328.32 |
DisclosureSEC source: 0001209191-17-011171 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,743 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock ("RS") granted February 11, 2016. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 22:27 UTC | BLACKBAUD INC BLKB · Entity 476 | SaleCommon Stock | 1,000 | $64.00 | $64,000.00 |
DisclosureSEC source: 0001209191-16-152699 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,511 Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 02:40 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 419 | $58.83 | $24,649.77 |
DisclosureSEC source: 0001209191-16-149200 · doc4.xml · nonDerivative · entry 2 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,511 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted November 6, 2013. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 02:40 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 353 | $58.83 | $20,766.99 |
DisclosureSEC source: 0001209191-16-149200 · doc4.xml · nonDerivative · entry 1 Olson Jon W · CIK 0001524788 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,930 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted November 6, 2012. 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.