Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ExlService Holdings, Inc.EXLS · Entity 1503 | Director | May 10, 2023 | May 12, 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.
ExlService Holdings, Inc.
Report date May 10, 2023 · Filed May 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 2,533 |
Ending reported balance
After 2023-05-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-05-10 · Exercise / conversion · Acquired 557 · Balance 557 F1: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. Row 2 · 2023-05-10 · Sale · Disposed 557 · Balance 0 Row 3 · 2023-05-10 · Exercise / conversion · Acquired 2,536 · Balance 2,536 F1: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. Row 4 · 2023-05-11 · Sale · Disposed 3 · Balance 2,533 |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.62 · Expires 2024-01-02 | Direct | 2,536 |
Reported balance
After 2023-05-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-05-10 · Exercise / conversion · Disposed 557 · Balance 2,536 F1: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.62 · Expires 2024-01-02 | Direct | 0 |
Reported balance
After 2023-05-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-05-10 · Exercise / conversion · Disposed 2,536 · Balance 0 F1: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014.
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 |
|---|---|---|---|---|---|---|
| May 11, 2023 Filed May 12, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | SaleCommon Stock, par value $0.001 per share | 3 | $147.32 | $441.96 |
DisclosureSEC source: 0001572473-23-000002 · wf-form4_168392540638659.xml · nonDerivative · entry 4 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,533 Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 2,536 | $0.00 Strike: $27.62 | $0.00 |
DisclosureSEC source: 0001572473-23-000002 · wf-form4_168392540638659.xml · derivative · entry 6 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 2,536 shares Expires 2024-01-02 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 · kind: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 557 | $0.00 Strike: $27.62 | $0.00 |
DisclosureSEC source: 0001572473-23-000002 · wf-form4_168392540638659.xml · derivative · entry 5 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,536 Underlying: Common Stock, par value $0.001 per share · 557 shares Expires 2024-01-02 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 · kind: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,536 | $27.62 | $70,044.32 |
DisclosureSEC source: 0001572473-23-000002 · wf-form4_168392540638659.xml · nonDerivative · entry 3 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,536 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 · kind: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | SaleCommon Stock, par value $0.001 per share | 557 | $152.74 | $85,076.18 |
DisclosureSEC source: 0001572473-23-000002 · wf-form4_168392540638659.xml · nonDerivative · entry 2 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 557 | $27.62 | $15,384.34 |
DisclosureSEC source: 0001572473-23-000002 · wf-form4_168392540638659.xml · nonDerivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557 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 · kind: On January 2, 2014, the reporting person was granted 3,093 stock options. 100 percent of these options became vested and exercisable on December 29, 2014. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 21:00 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001572473-22-000002 · wf-form4_165601797831814.xml · derivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,268 Underlying: Common Stock, par value $0.001 per share · 1,411 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:26 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001572473-21-000003 · wf-form4_162431077665191.xml · derivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,857 Underlying: Restricted Stock Units · 1,420 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 21:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 2,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-074210 · tm2022794d6_4.xml · derivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,437 Underlying: Common Stock, par value $0.001 per share · 2,363 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 21:32 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-031531 · tv523873_4.xml · derivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,074 Underlying: Common Stock, par value $0.001 per share · 1,796 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-034842 · tv496759_form4.xml · derivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,278 Underlying: Common Stock, par value $0.001 per share · 1,857 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 21:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-034087 · v469647_form4.xml · derivative · entry 1 Minto Anne Elizabeth · CIK 0001572473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,421 Underlying: Common Stock, par value $0.001 per share · 1,854 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2015 Amendment and Restatement of the 2006 Omnibus Award Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F2 · derivative.expiration_date: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of ExlService Holdings, Inc. (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2015 Amendment and Restatement of the 2006 Omnibus Award Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. 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.