Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIVEPERSON INCLPSN · Entity 7365 | Chief Accounting Officer | July 31, 2023 | August 03, 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.
LIVEPERSON INC
Report date July 31, 2023 · Filed August 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,742 |
Reported balance
After 2023-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-07-31 · Sale · Disposed 3,357 · Balance 43,742 F1: Shares sold automatically by the issuer in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on July 28, 2023. F2: Number reported includes 37,241 unvested restricted stock units granted to and held by the reporting person following the reported transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold automatically by the issuer in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on July 28, 2023.
F2: Number reported includes 37,241 unvested restricted stock units granted to and held by the reporting person following the reported transaction.
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 |
|---|---|---|---|---|---|---|
| July 31, 2023 Filed Aug 3, 2023 00:20 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 3,357 | $4.78 | $16,046.46 |
DisclosureSEC source: 0001102993-23-000065 · wf-form4_169102199897248.xml · nonDerivative · entry 1 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,742 F1 · shares: Shares sold automatically by the issuer in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on July 28, 2023. F2 · balance_after: Number reported includes 37,241 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| April 24, 2023 Filed Apr 25, 2023 23:22 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 570 | $4.96 | $2,827.20 |
DisclosureSEC source: 0001102993-23-000041 · wf-form4_168246494935950.xml · nonDerivative · entry 1 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,099 F1 · shares: Shares sold automatically by the issuer in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on April 21, 2023. F2 · balance_after: Number reported includes 42,184 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 23:57 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 39,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-22-000057 · wf-form4_166000302339529.xml · nonDerivative · entry 1 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,669 F1 · shares: The reporting person was granted an award of restricted stock units under the terms of the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 39,434 restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of common stock. Subject to the reporting person's continued employment with the issuer through the applicable vesting date, these RSUs are scheduled to vest in substantially equal installments on each of the first, second, third and fourth anniversaries of July 27, 2022. F2 · balance_after: Number reported includes 43,559 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 21:08 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 475 | $23.86 | $11,333.98 |
DisclosureSEC source: 0001102993-22-000032 · wf-form4_165100723550079.xml · nonDerivative · entry 1 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,235 F1 · shares: Shares sold automatically by the issuer in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on April 21, 2022. F2 · balance_after: Number reported includes 4,125 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:21 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 1,799 | $23.52 | $42,312.48 |
DisclosureSEC source: 0001102993-22-000022 · wf-form4_164634602836586.xml · nonDerivative · entry 2 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,710 F3 · shares: Shares sold automatically by the issuer in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on March 2, 2022. F2 · balance_after: Number reported includes 5,500 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:21 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 5,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-22-000022 · wf-form4_164634602836586.xml · nonDerivative · entry 1 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,509 F1 · shares: The reporting person was granted fully vested restricted stock units in lieu of cash in satisfaction of their annual bonus. F2 · balance_after: Number reported includes 5,500 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| April 21, 2021 Filed May 12, 2021 00:26 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantStock Option (Right to Buy) · Derivative | 23,300 | $0.00 Strike: $55.17 | $0.00 |
DisclosureSEC source: 0001102993-21-000096 · wf-form4_162077918660945.xml · derivative · entry 2 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,300 Underlying: Common Stock · 23,300 shares Expires 2031-04-21 F3 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer through the applicable vesting date, this stock option, granted under the terms of the LivePerson, Inc. 2019 Stock Incentive Plan, is scheduled to vest in substantially equal installments on each of the first, second, third and fourth anniversaries of April 21, 2021. Read SEC document |
| April 21, 2021 Filed May 12, 2021 00:26 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-21-000096 · wf-form4_162077918660945.xml · nonDerivative · entry 1 Osumi Norman M. · CIK 0001848322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 F1 · shares: The reporting person was granted an award of restricted stock units under the terms of the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 5,500 restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of common stock. Subject to the reporting person's continued employment with the issuer through the applicable vesting date, these RSUs are scheduled to vest in substantially equal installments on each of the first, second, third and fourth anniversaries of April 21, 2021. F2 · balance_after: Number reported includes 5,500 unvested restricted stock units granted to and held by the reporting person following the reported transactions. 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.