Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Concentrix CorpCNXC · Entity 4519 | EVP, Global Sales & Acct. Mgmt | October 11, 2023 | October 13, 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.
Concentrix Corp
Report date October 11, 2023 · Filed October 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,784 |
Reported balance
After 2023-10-11 transaction · row 1
1 source rowRow 1 · 2023-10-11 · Tax withholding · Disposed 96 · Balance 24,784 |
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 |
|---|---|---|---|---|---|---|
| October 11, 2023 Filed Oct 13, 2023 20:58 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 96 | $82.41 | $7,911.36 |
DisclosureSEC source: 0001803599-23-000239 · wk-form4_1697230690.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,784 Read SEC document |
| October 07, 2023 Filed Oct 11, 2023 21:29 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 1,216 | $80.50 | $97,888.00 |
DisclosureSEC source: 0001803599-23-000229 · wk-form4_1697059733.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,880 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:14 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 79 | $80.29 | $6,342.91 |
DisclosureSEC source: 0001803599-23-000209 · wk-form4_1696454068.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,096 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 01:51 UTC | Concentrix Corp CNXC · Entity 4519 | GrantCommon Stock | 3,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001803599-23-000024 · wf-form4_167512987531052.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,175 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date. Read SEC document |
| January 26, 2023 Filed Jan 31, 2023 01:51 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 168 | $141.82 | $23,825.76 |
DisclosureSEC source: 0001803599-23-000024 · wf-form4_167512987531052.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,901 Read SEC document |
| October 11, 2022 Filed Oct 13, 2022 21:19 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 97 | $120.11 | $11,650.67 |
DisclosureSEC source: 0001803599-22-000157 · wf-form4_166569597666695.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,069 Read SEC document |
| October 07, 2022 Filed Oct 12, 2022 21:41 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 1,230 | $120.55 | $148,276.50 |
DisclosureSEC source: 0001803599-22-000149 · wf-form4_166561090297831.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,166 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 01:00 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 58 | $117.51 | $6,815.58 |
DisclosureSEC source: 0001803599-22-000134 · wf-form4_166493115719509.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,396 Read SEC document |
| October 02, 2022 Filed Oct 5, 2022 01:00 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 81 | $117.51 | $9,518.31 |
DisclosureSEC source: 0001803599-22-000134 · wf-form4_166493115719509.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,454 Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 23:52 UTC | Concentrix Corp CNXC · Entity 4519 | GrantCommon Stock | 1,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001803599-22-000033 · wf-form4_164341393971242.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,535 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date. Read SEC document |
| October 11, 2021 Filed Oct 13, 2021 22:57 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 148 | $179.88 | $26,622.24 |
DisclosureSEC source: 0001803599-21-000186 · wf-form4_163416585290042.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,606 Read SEC document |
| October 07, 2021 Filed Oct 8, 2021 22:45 UTC | Concentrix Corp CNXC · Entity 4519 | SaleCommon Stock | 51 | $183.76 | $9,371.71 |
DisclosureSEC source: 0001803599-21-000168 · wf-form4_163373312157525.xml · nonDerivative · entry 3 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,621 F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $183.69 to $183.76, inclusive. The reporting person undertakes to provide 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 07, 2021 Filed Oct 8, 2021 22:45 UTC | Concentrix Corp CNXC · Entity 4519 | SaleCommon Stock | 1,439 | $183.13 | $263,529.83 |
DisclosureSEC source: 0001803599-21-000168 · wf-form4_163373312157525.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,672 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.685 to $183.61, inclusive. The reporting person undertakes to provide 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 07, 2021 Filed Oct 8, 2021 22:45 UTC | Concentrix Corp CNXC · Entity 4519 | SaleCommon Stock | 1,510 | $182.24 | $275,180.89 |
DisclosureSEC source: 0001803599-21-000168 · wf-form4_163373312157525.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,111 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.69 to $182.67, inclusive. The reporting person undertakes to provide 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 07, 2021 Filed Oct 12, 2021 22:54 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 1,867 | $181.50 | $338,860.50 |
DisclosureSEC source: 0001803599-21-000176 · wf-form4_163407923995128.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,754 Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 01:36 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 100 | $174.94 | $17,494.00 |
DisclosureSEC source: 0001803599-21-000157 · wf-form4_163348420776615.xml · nonDerivative · entry 3 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,621 Read SEC document |
| October 03, 2021 Filed Oct 6, 2021 01:36 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 87 | $174.94 | $15,219.78 |
DisclosureSEC source: 0001803599-21-000157 · wf-form4_163348420776615.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,721 Read SEC document |
| October 02, 2021 Filed Oct 6, 2021 01:36 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 122 | $174.94 | $21,342.68 |
DisclosureSEC source: 0001803599-21-000157 · wf-form4_163348420776615.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,808 Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 21:01 UTC | Concentrix Corp CNXC · Entity 4519 | SaleCommon Stock | 200 | $161.99 | $32,398.00 |
DisclosureSEC source: 0001803599-21-000132 · wf-form4_162586445966530.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,930 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.92 to $162.06, inclusive. The reporting person undertakes to provide 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 07, 2021 Filed Jul 9, 2021 21:01 UTC | Concentrix Corp CNXC · Entity 4519 | SaleCommon Stock | 2,800 | $161.33 | $451,735.20 |
DisclosureSEC source: 0001803599-21-000132 · wf-form4_162586445966530.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,130 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.73 to $161.72, inclusive. The reporting person undertakes to provide 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 |
| June 01, 2021 Filed Jun 3, 2021 21:20 UTC | Concentrix Corp CNXC · Entity 4519 | Tax withholdingCommon Stock | 6,280 | $151.10 | $948,908.00 |
DisclosureSEC source: 0001803599-21-000109 · wf-form4_162275515089666.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,930 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:20 UTC | Concentrix Corp CNXC · Entity 4519 | GrantCommon Stock | 16,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001803599-21-000109 · wf-form4_162275515089666.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,210 F1 · kind: Represents shares issued upon the vesting of performance-based restricted stock units awarded on July 19, 2019. The restricted stock units vested six months following the December 1, 2020 effective date of the spin-off of the Issuer from SYNNEX Corporation. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 22:24 UTC | Concentrix Corp CNXC · Entity 4519 | SaleCommon Stock | 1,500 | $119.50 | $179,250.00 |
DisclosureSEC source: 0001803599-21-000033 · wf-form4_161135423302383.xml · nonDerivative · entry 2 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,953 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.45 to $119.50, inclusive. The reporting person undertakes to provide 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 |
| January 20, 2021 Filed Jan 22, 2021 22:24 UTC | Concentrix Corp CNXC · Entity 4519 | GrantCommon Stock | 16,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001803599-21-000033 · wf-form4_161135423302383.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,453 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of October 7, 2020. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 23:46 UTC | Concentrix Corp CNXC · Entity 4519 | OtherCommon Stock | 5,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001803599-20-000053 · wf-form4_160703915903130.xml · nonDerivative · entry 1 Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,748 F1 · kind: In connection with the spin-off of Concentrix Corporation ("Concentrix") by SYNNEX Corporation ("SYNNEX"), on December 1, 2020, SYNNEX distributed all of the issued and outstanding shares of Concentrix common stock to SYNNEX stockholders (the "Distribution"). SYNNEX stockholders received one share of Concentrix common stock for each share of SYNNEX common stock held as of the close of business on November 17, 2020. The number of shares of Concentrix common stock reported as acquired on this Form 4 reflects the number of shares of Concentrix common stock, including shares of restricted stock, acquired by the reporting person pursuant to the Distribution. 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.