Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXTREME NETWORKS INCEXTR · Entity 381 | Chief Revenue Officer | November 15, 2023 | November 16, 2023 |
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.
EXTREME NETWORKS INC
Report date November 15, 2023 · Filed November 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 116,444 |
Last balance in matching sequence
After 2023-11-15 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2023-11-15 · Exercise / conversion · Acquired 6,253 · Balance 114,057 F1: Shares are held in the Vitalone Living Trust, Joseph and Joanne Vitalone Trustees. Row 2 · 2023-11-15 · Tax withholding · Disposed 2,461 · Balance 111,596 F2: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. F1: Shares are held in the Vitalone Living Trust, Joseph and Joanne Vitalone Trustees. Row 3 · 2023-11-15 · Exercise / conversion · Acquired 7,994 · Balance 119,590 F1: Shares are held in the Vitalone Living Trust, Joseph and Joanne Vitalone Trustees. Row 4 · 2023-11-15 · Tax withholding · Disposed 3,146 · Balance 116,444 F2: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. F1: Shares are held in the Vitalone Living Trust, Joseph and Joanne Vitalone Trustees. |
| RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-08-15 | Direct | 18,760 |
Reported balance
After 2023-11-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-15 · Exercise / conversion · Disposed 6,253 · Balance 18,760 F3: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. |
| RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-08-15 | Direct | 55,961 |
Reported balance
After 2023-11-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-11-15 · Exercise / conversion · Disposed 7,994 · Balance 55,961 F3: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held in the Vitalone Living Trust, Joseph and Joanne Vitalone Trustees.
F2: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release.
F3: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter.
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 |
|---|---|---|---|---|---|---|
| August 15, 2022 Filed Aug 17, 2022 22:58 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | GrantRestricted Stock Units · Derivative | 95,886 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020858 · rdgdoc.xml · derivative · entry 6 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,886 Underlying: Common Stock · 95,886 shares Expires 2025-08-15 F3 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:58 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionRestricted Stock Units · Derivative | 24,975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020858 · rdgdoc.xml · derivative · entry 5 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,025 Underlying: Common Stock · 24,975 shares Expires 2024-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:58 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Tax withholdingCommon Stock | 9,828 | $14.02 | $137,788.56 |
DisclosureSEC source: 0001437749-22-020858 · rdgdoc.xml · nonDerivative · entry 2 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,524 F2 · shares: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:58 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionCommon Stock | 24,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020858 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,352 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: An additional 1,398 shares are included in this total, reflecting non-reportable purchase of 1,398 shares in connection with the Company's Employee Stock Purchase Plan (ESPP). Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:22 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | SaleCommon Stock | 46,682 | $12.83 | $598,920.72 |
DisclosureSEC source: 0001437749-22-018471 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,979 F1 · shares: Transaction pursuant to the Reporting Person's 10b5-1 Plan. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.63 to $13.10 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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. Read SEC document |
| July 15, 2022 Filed Jul 18, 2022 20:15 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionRSU Award · Derivative | 33,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-017265 · rdgdoc.xml · derivative · entry 3 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,400 Underlying: Common Stock · 33,350 shares Expires 2023-07-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| July 15, 2022 Filed Jul 18, 2022 20:15 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Tax withholdingCommon Stock | 13,124 | $10.62 | $139,376.88 |
DisclosureSEC source: 0001437749-22-017265 · rdgdoc.xml · nonDerivative · entry 2 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,661 F1 · shares: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| July 15, 2022 Filed Jul 18, 2022 20:15 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionCommon Stock | 33,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-017265 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,785 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 |
| April 15, 2022 Filed Apr 19, 2022 20:18 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionRSU Award · Derivative | 33,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-009217 · rdgdoc.xml · derivative · entry 3 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,750 Underlying: Common Stock · 33,350 shares Expires 2023-07-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 20:18 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Tax withholdingCommon Stock | 10,282 | $11.56 | $118,859.92 |
DisclosureSEC source: 0001437749-22-009217 · rdgdoc.xml · nonDerivative · entry 2 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,435 F1 · shares: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 20:18 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionCommon Stock | 33,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-009217 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,717 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 |
| January 31, 2022 Filed Feb 2, 2022 22:24 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | SaleCommon Stock | 30,000 | $12.00 | $360,000.00 |
DisclosureSEC source: 0001437749-22-002233 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,367 F1 · shares: Transaction pursuant to the Reporting Person's 10b5-1 Plan. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 21:11 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionRSU Award · Derivative | 33,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001095 · rdgdoc.xml · derivative · entry 3 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,100 Underlying: Common Stock · 33,350 shares Expires 2023-07-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 21:11 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Tax withholdingCommon Stock | 8,569 | $14.29 | $122,451.01 |
DisclosureSEC source: 0001437749-22-001095 · rdgdoc.xml · nonDerivative · entry 2 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,367 F1 · shares: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 21:11 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionCommon Stock | 33,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001095 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,936 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 |
| November 02, 2021 Filed Nov 3, 2021 20:24 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | SaleCommon Stock | 30,000 | $11.05 | $331,458.00 |
DisclosureSEC source: 0001437749-21-025098 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,586 F1 · shares: Transaction pursuant to the Reporting Person's 10b5-1 Plan. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.00 to $11.11 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:26 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionRSU Award · Derivative | 33,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-023902 · rdgdoc.xml · derivative · entry 3 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,450 Underlying: Common Stock · 33,350 shares Expires 2023-07-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:26 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Tax withholdingCommon Stock | 13,124 | $10.17 | $133,471.08 |
DisclosureSEC source: 0001437749-21-023902 · rdgdoc.xml · nonDerivative · entry 2 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,586 F2 · shares: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:26 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionCommon Stock | 33,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-023902 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,710 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: An additional 4,753 shares are included in this total, reflecting non-reportable purchase of 4,753 shares in connection with the Company's Employee Stock Purchase Plan (ESPP). Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 20:16 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | GrantRSU Award · Derivative | 75,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-020319 · rdgdoc.xml · derivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2024-08-15 F1 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 20:18 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | SaleCommon Stock | 30,000 | $11.08 | $332,388.00 |
DisclosureSEC source: 0001437749-21-018336 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,607 F1 · shares: Transaction pursuant to the Reporting Person's 10b5-1 Plan. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.975 to $11.23 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:47 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionRSU Award · Derivative | 133,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-017086 · rdgdoc.xml · derivative · entry 3 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,800 Underlying: Common Stock · 133,200 shares Expires 2023-07-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:47 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Tax withholdingCommon Stock | 44,593 | $10.90 | $486,063.70 |
DisclosureSEC source: 0001437749-21-017086 · rdgdoc.xml · nonDerivative · entry 2 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,607 F1 · shares: Represents shares withheld from the released share award for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:47 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | Exercise / conversionCommon Stock | 133,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-017086 · rdgdoc.xml · nonDerivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,200 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 |
| July 15, 2020 Filed Jul 16, 2020 20:45 UTC | EXTREME NETWORKS INC EXTR · Entity 381 | GrantRSU Award · Derivative | 400,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-015292 · rdgdoc.xml · derivative · entry 1 Vitalone Joseph A · CIK 0001404174 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 shares Expires 2023-07-15 F1 · derivative.exercise_date: This Time-based RSU award vests from the original grant date as to 1/3 on the one year anniversary and 1/12 each quarter thereafter. 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.