Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Benefitfocus, Inc.BNFT · Entity 12008 | Director | January 15, 2019 | January 17, 2019 |
| F5, INC.FFIV · Entity 839 | EVP and Chief People Officer | August 14, 2023 | August 15, 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.
Benefitfocus, Inc.
Report date January 15, 2019 · Filed January 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,531 |
Reported balance
After 2019-01-15 transaction · row 1
1 source rowRow 1 · 2019-01-15 · Grant · Acquired 9,531 · Balance 9,531 F1: Represents restricted stock units which vest in three equal annual installments beginning on the earlier of the anniversary date of the grant or that year's annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units which vest in three equal annual installments beginning on the earlier of the anniversary date of the grant or that year's annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service on the Issuer's Board of Directors.
F5, INC.
Report date August 14, 2023 · Filed August 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,656 |
Reported balance
After 2023-08-14 transaction · row 1
1 source rowRow 1 · 2023-08-14 · Sale · Disposed 170 · Balance 38,656 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan dated 9/14/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan dated 9/14/2022.
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 |
|---|---|---|---|---|---|---|
| January 15, 2019 Filed Jan 17, 2019 16:19 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantCommon Stock | 9,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004203 · doc4.xml · nonDerivative · entry 1 WHITE ANA MARIA · CIK 0001728880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,531 F1 · shares: Represents restricted stock units which vest in three equal annual installments beginning on the earlier of the anniversary date of the grant or that year's annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service on the Issuer's Board of Directors. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 21:05 UTC | F5, INC. FFIV · Entity 839 | GrantRestricted Stock Unit · Derivative | 6,701 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057129 · doc4.xml · derivative · entry 1 WHITE ANA MARIA · CIK 0001728880 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,701 Underlying: Common Stock · 6,701 shares Expires not disclosed F1 · security: Concurrent with the award of 6,701 service-based Restricted Stock Units, the Company granted the reporting person additional Restricted Stock Units that vest based on performance targets ("Performance RSUs"). If the performance targets are achieved at 100%, the reporting person will receive 6,701 Performance RSUs over the vesting period; the actual number of Performance RSUs received may be more or less depending on whether and to the extent that performance is greater than or less than targets. The Performance RSUs vests over a three-year period in three equal annual installments. Performance RSUs are not reported in Table II; the underlying shares of Performance RSUs will be reported in Table I if and when the Compensation Committee of the Board of Directors determines that the performance targets have been achieved. F2 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F3 · derivative.exercise_date: This November 1, 2018 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2019. F4 · derivative.expiration_date: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:03 UTC | F5, INC. FFIV · Entity 839 | GrantRestricted Stock Unit · Derivative | 20,686 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007340 · doc4.xml · derivative · entry 1 WHITE ANA MARIA · CIK 0001728880 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,686 Underlying: Common Stock · 20,686 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F2 · derivative.exercise_date: Twenty five percent (25%) of this February 1, 2018 award of service-based Restricted Stock Units vests on February 1, 2019, and the remaining seventy five percent (75%) vests in twelve equal quarterly increments beginning May 1, 2019 F3 · derivative.expiration_date: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date 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.