Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arista Networks, Inc.ANET · Entity 2421 | Director | October 01, 2026 | October 05, 2026 |
| EQUIFAX INCEFX · Entity 3235 | Director | May 03, 2018 | May 07, 2018 |
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | June 14, 2023 | June 16, 2023 |
| Keysight Technologies, Inc.KEYS · Entity 3021 | Director | March 23, 2018 | March 26, 2018 |
| Nutanix, Inc.NTNX · Entity 3296 | Director | December 12, 2025 | December 17, 2025 |
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.
Arista Networks, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,410 |
Ending reported balance
After 2026-10-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-10-01 · Sale · Disposed 700 · Balance 52,710 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 9, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.18 to $202.10, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2026-10-01 · Sale · Disposed 500 · Balance 52,210 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 9, 2026. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.64 to $203.09, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2026-10-01 · Sale · Disposed 1,800 · Balance 50,410 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 9, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.99 to $204.97, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-10-01 · Sale · Disposed 1,800 · Balance 48,610 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 9, 2026. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $205.00 to $205.97, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2026-10-01 · Sale · Disposed 200 · Balance 48,410 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 9, 2026. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.02 to $206.04, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 75,200 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 75,200 F7: These shares are held in a trust for which the reporting person's spouse serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 9, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.18 to $202.10, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.64 to $203.09, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.99 to $204.97, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $205.00 to $205.97, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.02 to $206.04, inclusive. The reporting person undertakes to provide Arista Networks, Inc., any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: These shares are held in a trust for which the reporting person's spouse serves as trustee.
EQUIFAX INC
Report date May 03, 2018 · Filed May 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,530 |
Reported balance
After 2018-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-03 · Grant · Acquired 1,512 · Balance 37,530 F1: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/3/2019. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
| Common StockSEC Table I · non-derivative | IndirectYvonne Templeton Trust | 6,800 |
Reported balance
Holding disclosure · report date 2018-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,800 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/3/2019.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
Health Catalyst, Inc.
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,360 |
Ending reported balance
After 2023-06-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-14 · Grant · Acquired 5,359 · Balance 26,855 F1: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 25% of the RSUs will vest on each of September 1, 2023, December 1, 2023, March 1, 2024 and June 1, 2024. Row 2 · 2023-06-14 · Grant · Acquired 12,505 · Balance 39,360 F2: Represents an award of RSUs granted pursuant to the 2019 Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 25% of the RSUs will vest on each of September 1, 2023, December 1, 2023, March 1, 2024 and June 1, 2024.
F2: Represents an award of RSUs granted pursuant to the 2019 Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders.
Keysight Technologies, Inc.
Report date March 23, 2018 · Filed March 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,743 |
Reported balance
After 2018-03-23 transaction · row 1
1 source rowRow 1 · 2018-03-23 · Grant · Acquired 3,897 · Balance 16,743 F1: Common stock underlying restricted stock units ("RSUs") granted pursuant to the Keysight Technologies, Inc. 2014 Equity and Incentive Compensation Plan. The RSUs vested immediately. The reporting person has elected to defer these shares of common stock and such shares are held in a deferral account pursuant to the Defered Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock underlying restricted stock units ("RSUs") granted pursuant to the Keysight Technologies, Inc. 2014 Equity and Incentive Compensation Plan. The RSUs vested immediately. The reporting person has elected to defer these shares of common stock and such shares are held in a deferral account pursuant to the Defered Compensation Plan for Non-Employee Directors.
Nutanix, Inc.
Report date December 12, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 29,711 |
Reported balance
After 2025-12-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-12 · Grant · Acquired 4,588 · Balance 29,711 F1: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F2: The amount reported includes 4,588 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.
F2: The amount reported includes 4,588 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting.
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 |
|---|---|---|---|---|---|---|
| November 20, 2017 Filed Nov 22, 2017 22:48 UTC | Arista Networks, Inc. ANET · Entity 2421 | Exercise / conversionRestricted Stock Unit-1 · Derivative | 437 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001596532-17-000278 · edgardoc.xml · derivative · entry 2 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,367 Underlying: Common Stock · 437 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: Each restricted stock unit represents a contingent right to receive one share of Arista Networks, Inc. Common Stock upon vesting. F2 · derivative.exercise_date: 1/12th of the 5,240 restricted stock units awarded vested on August 21, 2017 and will continue to vest at the same rate on each quarterly vest date thereafter. A quarterly vest date is the first market trading day on or after February 20, May 20, August 20, or November 20 of each year. F2 · derivative.expiration_date: 1/12th of the 5,240 restricted stock units awarded vested on August 21, 2017 and will continue to vest at the same rate on each quarterly vest date thereafter. A quarterly vest date is the first market trading day on or after February 20, May 20, August 20, or November 20 of each year. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 22:48 UTC | Arista Networks, Inc. ANET · Entity 2421 | Exercise / conversionCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001596532-17-000278 · edgardoc.xml · nonDerivative · entry 1 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 873 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: Each restricted stock unit represents a contingent right to receive one share of Arista Networks, Inc. Common Stock upon vesting. Read SEC document |
| August 21, 2017 Filed Aug 24, 2017 00:29 UTC | Arista Networks, Inc. ANET · Entity 2421 | Exercise / conversionRestricted Stock Unit-1 · Derivative | 436 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001596532-17-000231 · edgardoc.xml · derivative · entry 2 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,804 Underlying: Common Stock · 436 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: Each restricted stock unit represents a contingent right to receive one share of Arista Networks, Inc. Common Stock upon vesting. F2 · derivative.exercise_date: 1/12th of the 5,240 restricted stock units awarded vested on August 21, 2017 and will continue to vest at the same rate on each quarterly vest date thereafter. A quarterly vest date is the first market trading day on or after February 20, May 20, August 20, or November 20 of each year. F2 · derivative.expiration_date: 1/12th of the 5,240 restricted stock units awarded vested on August 21, 2017 and will continue to vest at the same rate on each quarterly vest date thereafter. A quarterly vest date is the first market trading day on or after February 20, May 20, August 20, or November 20 of each year. Read SEC document |
| August 21, 2017 Filed Aug 24, 2017 00:29 UTC | Arista Networks, Inc. ANET · Entity 2421 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001596532-17-000231 · edgardoc.xml · nonDerivative · entry 1 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436 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: Each restricted stock unit represents a contingent right to receive one share of Arista Networks, Inc. Common Stock upon vesting. Read SEC document |
| May 04, 2017 Filed May 8, 2017 19:32 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009293 · doc4.xml · nonDerivative · entry 1 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,002 F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 19:38 UTC | Keysight Technologies, Inc. KEYS · Entity 3021 | GrantCommon Stock | 4,720 | $39.02 | $184,174.40 |
DisclosureSEC source: 0001127602-17-012356 · form4.xml · nonDerivative · entry 1 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,846 F1 · kind: Common stock underlying restricted stock units ("RSUs") granted pursuant to the Keysight Technologies, Inc. 2014 Equity and Incentive Compensation Plan. The RSUs vested immediately. The reporting person has elected to defer these shares of common stock and such shares are held in a deferral account pursuant to the Defered Compensation Plan for Non-Employee Directors. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 21:18 UTC | EQUIFAX INC EFX · Entity 3235 | PurchaseCommon Stock | 3,400 | $123.64 | $420,384.50 |
DisclosureSEC source: 0001225208-16-041302 · doc4.xml · nonDerivative · entry 1 TEMPLETON MARK B · CIK 0001201938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,759 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.