Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director | June 01, 2026 | June 02, 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.
MORGAN STANLEY
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,252.773 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,309.777 · Balance 13,252.773 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MOMENTIVE GLOBAL INC.
Report date May 31, 2023 · Filed June 02, 2023
Section 16 reporting ended · disclosed 2023-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-05-31 transaction · row 1
1 source rowRow 1 · 2023-05-31 · Disposition to issuer · Disposed 31,261 · Balance 0 F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated March 13, 2023, among Mercury Bidco LLC, Mercury Merger Sub, Inc. and Momentive Global Inc. (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount equal to $9.46 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated March 13, 2023, among Mercury Bidco LLC, Mercury Merger Sub, Inc. and Momentive Global Inc. (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount equal to $9.46 in cash.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039862 · wk-form4_1780434387.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,252.773 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:14 UTC Amendment | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003087 · wk-form4a_1769116463.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,845.004 F1 · date: This Form 4/A amends the Form 4 filed on January 16, 2026, to correct the transaction date, the number of shares transferred in connection with a bona fide gift, and the amount of securities beneficially owned following the reported transaction. F1 · shares: This Form 4/A amends the Form 4 filed on January 16, 2026, to correct the transaction date, the number of shares transferred in connection with a bona fide gift, and the amount of securities beneficially owned following the reported transaction. F1 · balance_after: This Form 4/A amends the Form 4 filed on January 16, 2026, to correct the transaction date, the number of shares transferred in connection with a bona fide gift, and the amount of securities beneficially owned following the reported transaction. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002415 · wk-form4_1768599672.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,865.004 Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,155.455 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029038 · wk-form4_1748981320.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,273.854 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2024 Filed Jun 3, 2024 20:21 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,675.293 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026333 · wk-form4_1717445834.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,927.252 F1 · kind: Restricted Stock Units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 20:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,167.827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033712 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,050.462 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 19:45 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | Disposition to issuerCommon Stock | 31,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-034081 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated March 13, 2023, among Mercury Bidco LLC, Mercury Merger Sub, Inc. and Momentive Global Inc. (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount equal to $9.46 in cash. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 18:26 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | SaleCommon Stock | 2,187 | $8.40 | $18,370.80 |
DisclosureSEC source: 0001209191-22-057689 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,261 F1 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 21:37 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | SaleCommon Stock | 6,103 | $7.15 | $43,640.11 |
DisclosureSEC source: 0001209191-22-047440 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,448 F1 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F2 · price: This transaction was executed in multiple trades at prices ranging from $6.95 to $7.24. The price reported above reflects the weighted average sale 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 transaction was effected. F3 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| June 07, 2022 Filed Jun 8, 2022 18:30 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | GrantCommon Stock | 10,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035188 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,551 F1 · shares: Grant of Restricted Stock Units ("RSUs"). 1/4th of the total number of RSUs will vest on 08/15/2022 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,944.606 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033992 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,757.603 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006342 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 806 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:51 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | SaleCommon Stock | 1,087 | $25.00 | $27,175.00 |
DisclosureSEC source: 0001209191-21-062000 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,501 F1 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:00 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | GrantStock Option (Right to Buy) · Derivative | 6,914 | $0.00 Strike: $21.53 | $0.00 |
DisclosureSEC source: 0001209191-21-050735 · doc4.xml · derivative · entry 2 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,914 Underlying: Common Stock · 6,914 shares Expires 2031-08-06 F3 · derivative.exercise_date: Grant of Stock Options ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2021 and 1/4th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. Read SEC document |
| June 02, 2021 Filed Aug 10, 2021 21:00 UTC | MOMENTIVE GLOBAL INC. MNTV · Entity 112784 | GrantCommon Stock | 3,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-050735 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,588 F1 · shares: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2021 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 41,486 | $0.00 Strike: $13.65 | $0.00 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · derivative · entry 9 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,375 Underlying: Common Stock · 41,486 shares Expires 2028-09-06 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. F5 · derivative.exercise_date: The option, originally granted for 210,000 shares, vested as to 1/48th of the shares on 09/29/2018 and an additional 1/48th of the total number of option shares vest monthly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | SaleCommon Stock | 41,486 | $25.20 | $1,045,343.49 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · nonDerivative · entry 6 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,131 F2 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F4 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.44. The price reported above reflects the weighted average sale 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 transaction was effected. F1 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionCommon Stock | 41,486 | $13.65 | $566,283.90 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · nonDerivative · entry 5 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,617 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 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 31, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,039 | $0.00 Strike: $13.65 | $0.00 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · derivative · entry 8 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,861 Underlying: Common Stock · 18,039 shares Expires 2028-09-06 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. F5 · derivative.exercise_date: The option, originally granted for 210,000 shares, vested as to 1/48th of the shares on 09/29/2018 and an additional 1/48th of the total number of option shares vest monthly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. Read SEC document |
| August 31, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | SaleCommon Stock | 18,039 | $25.01 | $451,070.61 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · nonDerivative · entry 4 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,131 F2 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F3 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.05. The price reported above reflects the weighted average sale 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 transaction was effected. F1 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 31, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionCommon Stock | 18,039 | $13.65 | $246,232.35 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · nonDerivative · entry 3 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,170 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 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,100 | $0.00 Strike: $13.65 | $0.00 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · derivative · entry 7 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,900 Underlying: Common Stock · 6,100 shares Expires 2028-09-06 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. F5 · derivative.exercise_date: The option, originally granted for 210,000 shares, vested as to 1/48th of the shares on 09/29/2018 and an additional 1/48th of the total number of option shares vest monthly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | SaleCommon Stock | 6,100 | $25.01 | $152,551.24 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · nonDerivative · entry 2 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,131 F2 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F3 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.05. The price reported above reflects the weighted average sale 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 transaction was effected. F1 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionCommon Stock | 6,100 | $13.65 | $83,265.00 |
DisclosureSEC source: 0001209191-20-048986 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,231 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 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 18:15 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | SaleCommon Stock | 8,750 | $22.52 | $197,031.63 |
DisclosureSEC source: 0001209191-20-047605 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,131 F1 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F2 · price: This transaction was executed in multiple trades at prices ranging from $22.31 to $22.73. The price reported above reflects the weighted average sale 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 transaction was effected. F3 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 21:33 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantStock Option (Right to Buy) · Derivative | 9,070 | $0.00 Strike: $21.74 | $0.00 |
DisclosureSEC source: 0001209191-20-046500 · doc4.xml · derivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,070 Underlying: Common Stock · 9,070 shares Expires 2030-08-10 F1 · derivative.exercise_date: Grant of Stock Options ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2020 and 1/4th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:55 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantCommon Stock | 4,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035164 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,881 F1 · shares: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2020 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 21:58 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $13.65 | $0.00 |
DisclosureSEC source: 0001209191-20-003783 · doc4.xml · derivative · entry 3 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 35,000 shares Expires 2028-09-06 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. F4 · derivative.exercise_date: The option, originally granted for 210,000 shares, vested as to 1/48th of the shares on 09/29/2018 and an additional 1/48th of the total number of option shares vest monthly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 21:58 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | SaleCommon Stock | 35,000 | $20.03 | $701,179.50 |
DisclosureSEC source: 0001209191-20-003783 · doc4.xml · nonDerivative · entry 2 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,346 F2 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F3 · price: This transaction was executed in multiple trades at prices ranging from $20.00 to $20.16. The price reported above reflects the weighted average sale 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 transaction was effected. F1 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 21:58 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | Exercise / conversionCommon Stock | 35,000 | $13.65 | $477,750.00 |
DisclosureSEC source: 0001209191-20-003783 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,346 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 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 20:27 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | SaleCommon Stock | 8,750 | $17.88 | $156,451.75 |
DisclosureSEC source: 0001209191-19-046437 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,346 F1 · shares: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F2 · price: This transaction was executed in multiple trades at prices ranging from $17.3200 to $18.0000. The price reported above reflects the weighted average sale 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 transaction was effected. F3 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 19:29 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantStock Option (Right to Buy) · Derivative | 10,192 | $0.00 Strike: $18.11 | $0.00 |
DisclosureSEC source: 0001209191-19-045036 · doc4.xml · derivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,192 Underlying: Common Stock · 10,192 shares Expires 2029-08-05 F1 · derivative.exercise_date: Grant of Stock Optionss ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2019 and 1/4th of the total number of NSOs will vest quarterly thereafter for the remaining 3 quarters, subject to the Reporting Person's continued service to the Company until fully vested. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 17:19 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantCommon Stock | 5,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036868 · doc4.xml · nonDerivative · entry 1 James Erika H · CIK 0001753124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,096 F1 · shares: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2019 and 1/4th of the total number of RSUs will vest quarterly thereafter for the remaining 3 quarters, subject to the Reporting Person's continued service to the Company until fully vested. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. 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.