Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIVEPERSON INCLPSN · Entity 7365 | Director · Chief Executive Officer | April 10, 2023 | April 11, 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 April 10, 2023 · Filed April 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 391,418 |
Reported balance
After 2023-04-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-04-10 · Sale · Disposed 3,017 · Balance 391,418 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 April 6, 2023. F2: Number reported includes 34,075 unvested restricted stock units granted to and held by the reporting person following the reported transaction. |
| Common StockSEC Table I · non-derivative | IndirectBy Ikon, LP | 4,226,983 |
Reported balance
Holding disclosure · report date 2023-04-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,226,983 |
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 April 6, 2023.
F2: Number reported includes 34,075 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 |
|---|---|---|---|---|---|---|
| April 10, 2023 Filed Apr 11, 2023 22:34 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 3,017 | $4.50 | $13,576.50 |
DisclosureSEC source: 0001102993-23-000037 · wf-form4_168125248062415.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,418 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 6, 2023. F2 · balance_after: Number reported includes 34,075 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 23:08 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 4,319 | $4.44 | $19,176.36 |
DisclosureSEC source: 0001102993-23-000031 · wf-form4_168064971074541.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,435 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 March 30, 2023. F2 · balance_after: Number reported includes 43,750 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 20:55 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 4,587 | $24.95 | $114,431.89 |
DisclosureSEC source: 0001102993-22-000029 · wf-form4_164988330540312.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,754 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 8, 2022. F2 · balance_after: Number reported includes 58,475 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:37 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 6,823 | $24.80 | $169,176.29 |
DisclosureSEC source: 0001102993-22-000026 · wf-form4_164919103892214.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,341 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 March 31, 2022. F2 · balance_after: Number reported includes 151,483 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 22:20 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 9,389 | $23.52 | $220,829.28 |
DisclosureSEC source: 0001102993-22-000021 · wf-form4_164634595933641.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,164 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 166,208 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 22:20 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 23,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-22-000021 · wf-form4_164634595933641.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,553 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 166,208 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:06 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 8,943 | $24.37 | $217,923.02 |
DisclosureSEC source: 0001102993-22-000012 · wf-form4_164574390522645.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,141 F1 · shares: Shares sold 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 February 18, 2022. F2 · balance_after: Number reported includes 166,208 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| May 07, 2021 Filed May 12, 2021 00:22 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantStock Option (Right to Buy) · Derivative | 82,700 | $0.00 Strike: $51.74 | $0.00 |
DisclosureSEC source: 0001102993-21-000090 · wf-form4_162077890649164.xml · derivative · entry 3 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,700 Underlying: Common Stock · 82,700 shares Expires 2031-04-09 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 9, 2021. Read SEC document |
| May 07, 2021 Filed May 12, 2021 00:22 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 38,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-21-000090 · wf-form4_162077890649164.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,084 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 38,700 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 9, 2021. F2 · balance_after: Number reported includes 194,053 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| April 05, 2021 Filed Apr 8, 2021 00:19 UTC | LIVEPERSON INC LPSN · Entity 7365 | Tax withholdingCommon Stock | 10,242 | $55.19 | $565,255.98 |
DisclosureSEC source: 0001102993-21-000063 · wf-form4_161784115237812.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,384 F3 · shares: Shares withheld in order to cover the reporting person's tax liability incurred in connection with the settlement of fully vested restricted stock units on April 5, 2021. F2 · balance_after: Number reported includes 155,353 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| April 05, 2021 Filed Apr 8, 2021 00:19 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 22,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-21-000063 · wf-form4_161784115237812.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,626 F1 · shares: The reporting person was issued fully vested restricted stock units in lieu of cash in satisfaction of Long-Term Incentive Performance Plan targets. F2 · balance_after: Number reported includes 155,353 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:36 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 6,276 | $54.94 | $344,803.44 |
DisclosureSEC source: 0001102993-21-000053 · wf-form4_161766931345754.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,526 F1 · shares: Shares sold in order to cover the reporting person's tax liability incurred in connection with the vesting of restricted stock units on March 31, 2021. F2 · balance_after: Number reported includes 155,353 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 23:55 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 7,706 | $55.25 | $425,756.50 |
DisclosureSEC source: 0001102993-21-000041 · wf-form4_161550690179811.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,802 F3 · shares: Shares sold in order to cover the reporting person's tax liability incurred in connection with the vesting of restricted stock units on March 9, 2021. F2 · balance_after: Number reported includes 170,078 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:55 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 14,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-21-000041 · wf-form4_161550690179811.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,508 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 170,078 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 00:28 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 12,663 | $62.09 | $786,245.67 |
DisclosureSEC source: 0001102993-21-000018 · wf-form4_161421286905290.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,308 F1 · shares: Shares sold 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 February 19, 2021. F2 · balance_after: Number reported includes 170,078 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| December 30, 2020 Filed Dec 31, 2020 21:33 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 39,495 | $62.09 | $2,452,244.55 |
DisclosureSEC source: 0001102993-20-000173 · wf-form4_160945036931183.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,971 F1 · shares: Shares sold in order to cover the reporting person's tax liability incurred in connection with the vesting of restricted stock units on December 28, 2020. F2 · balance_after: Number reported includes 197,923 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionStock Option (Right to Buy) · Derivative | 153,416 | $0.00 Strike: $13.28 | $0.00 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · derivative · entry 12 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 153,416 shares Expires 2021-04-22 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. F7 · derivative.exercise_date: The option is fully exercisable and is scheduled to expire under its terms on April 22, 2021. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 4,956 | $56.84 | $281,699.04 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 8 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,466 F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.70 to $56.95, inclusive. F1 · balance_after: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 148,460 | $56.11 | $8,330,090.60 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 7 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,422 F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.69 to $56.67, inclusive. F1 · balance_after: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionCommon Stock | 153,416 | $13.28 | $2,037,364.48 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 6 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,882 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: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionStock Option (Right to Buy) · Derivative | 46,584 | $0.00 Strike: $13.28 | $0.00 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · derivative · entry 11 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,416 Underlying: Common Stock · 46,584 shares Expires 2021-04-22 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. F7 · derivative.exercise_date: The option is fully exercisable and is scheduled to expire under its terms on April 22, 2021. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 6,815 | $57.23 | $390,022.45 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 5 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,466 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.00 to $57.68, inclusive. F1 · balance_after: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 39,769 | $56.61 | $2,251,323.09 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 4 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,281 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.00 to $56.99, inclusive. F1 · balance_after: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionCommon Stock | 46,584 | $13.28 | $618,635.52 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 3 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,050 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: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $13.28 | $0.00 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · derivative · entry 10 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2021-04-22 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. F7 · derivative.exercise_date: The option is fully exercisable and is scheduled to expire under its terms on April 22, 2021. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 200,000 | $56.40 | $11,280,000.00 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,466 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.15 to $57.05, inclusive. The reporting person undertakes to provide to LivePerson, Inc., any security holder of LivePerson, Inc., 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 ranges set forth in footnotes 2, 3, 4, 5 and 6 to this Form 4. F1 · balance_after: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:18 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionCommon Stock | 200,000 | $13.28 | $2,656,000.00 |
DisclosureSEC source: 0001102993-20-000165 · wf-form4_160765306775278.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,466 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: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:52 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantStock Option (Right to Buy) · Derivative | 133,000 | $0.00 Strike: $27.39 | $0.00 |
DisclosureSEC source: 0001102993-20-000062 · wf-form4_158993954771192.xml · derivative · entry 3 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,000 Underlying: Common Stock · 133,000 shares Expires 2030-04-16 F3 · derivative.exercise_price: The exercise price for this stock option, the formula for which was set in advance by the issuer's compensation committee, represents the average daily closing price of the issuer's common stock, as reported on the Bloomberg Market Data Feed, over the trading days during the thirty calendar day period ending on May 15, 2020. F4 · 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 16, 2020. Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:52 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 58,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-20-000062 · wf-form4_158993954771192.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,466 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 58,900 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 16, 2020. F2 · balance_after: Number reported includes 281,256 unvested restricted stock units granted to and held by the reporting person following the reported transactions. Read SEC document |
| March 04, 2020 Filed Mar 5, 2020 23:58 UTC | LIVEPERSON INC LPSN · Entity 7365 | Tax withholdingCommon Stock | 14,639 | $24.87 | $364,071.93 |
DisclosureSEC source: 0001102993-20-000023 · wf-form4_158345269591330.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,566 F3 · shares: Shares withheld in order to cover the reporting person's tax liability incurred in connection with the grant of vested restricted stock units on March 3, 2020. F2 · balance_after: Number reported includes 222,356 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 23:58 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 27,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-20-000023 · wf-form4_158345269591330.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,205 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 222,356 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| February 25, 2020 Filed Feb 28, 2020 00:34 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 11,374 | $30.52 | $347,134.48 |
DisclosureSEC source: 0001102993-20-000014 · wf-form4_158285005959727.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,529 F1 · shares: Shares sold 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 February 21, 2020. F2 · balance_after: Number reported includes 222,356 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 21:43 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 885 | $27.58 | $24,408.30 |
DisclosureSEC source: 0001102993-19-000086 · wf-form4_156106701374849.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,407 F1 · shares: Shares sold 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 June 16, 2019. F2 · balance_after: Number reported includes 132 additional shares of common stock added to the previously reported number of shares beneficially held in order to reconcile inadvertent clerical errors previously reported. F3 · balance_after: Number reported includes 250,202 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| June 18, 2019 Filed Jul 31, 2019 22:35 UTC Amendment | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 2,389 | $27.58 | $65,888.62 |
DisclosureSEC source: 0001102993-19-000100 · wf-form4a_156461248114550.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,903 F1 · shares: Shares sold 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 June 16, 2019. Correction on this form was due to clerical error by the stock administrator. F2 · balance_after: Number reported includes 250,202 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| March 16, 2019 Filed Apr 18, 2019 23:50 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 2,373 | $28.82 | $68,389.86 |
DisclosureSEC source: 0001102993-19-000043 · wf-form4_155563142717979.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,160 F1 · shares: Shares sold 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 16, 2019. F2 · balance_after: Number reported includes 256,452 unvested restricted stock units granted to and held by the reporting person as of the date of this filing. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:01 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0001102993-19-000028 · wf-form4_155183050257047.xml · derivative · entry 5 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-03-05 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. F4 · derivative.exercise_date: The option is fully vested and currently exercisable. If not exercised, the option would have expired on 03/05/2019. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:01 UTC | LIVEPERSON INC LPSN · Entity 7365 | Disposition to issuerCommon Stock | 14,428 | $28.35 | $409,033.80 |
DisclosureSEC source: 0001102993-19-000028 · wf-form4_155183050257047.xml · nonDerivative · entry 3 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,533 F3 · kind: These shares were repurchased by the Issuer. The repurchase price was the closing market price of the shares on the date of repurchase. F1 · balance_after: Number reported includes 262,702 unvested restricted stock units granted to and held by the reporting person following the transactions reported by this filing. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:01 UTC | LIVEPERSON INC LPSN · Entity 7365 | Tax withholdingCommon Stock | 10,572 | $28.35 | $299,716.20 |
DisclosureSEC source: 0001102993-19-000028 · wf-form4_155183050257047.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,961 F2 · kind: The exercise price of the option and related tax withholding were satisfied by the Issuer's withholding shares otherwise deliverable upon exercise of the option. F1 · balance_after: Number reported includes 262,702 unvested restricted stock units granted to and held by the reporting person following the transactions reported by this filing. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 00:01 UTC | LIVEPERSON INC LPSN · Entity 7365 | Exercise / conversionCommon Stock | 25,000 | $1.79 | $44,750.00 |
DisclosureSEC source: 0001102993-19-000028 · wf-form4_155183050257047.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,533 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: Number reported includes 262,702 unvested restricted stock units granted to and held by the reporting person following the transactions reported by this filing. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 12:26 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock · Derivative | 116,410 | $0.00 Strike: $25.95 | $0.00 |
DisclosureSEC source: 0001102993-19-000020 · wf-form4_155109758698970.xml · derivative · entry 3 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,410 Underlying: Common Stock · 116,410 shares Expires 2029-02-21 F3 · derivative.exercise_date: This stock option, granted under the terms of the LivePerson, Inc. 2009 Stock Incentive Plan, is scheduled to vest in equal installments on each of February 21, 2020, 2021 and 2022, subject to the reporting person's employment through each such vesting date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 12:26 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 83,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-19-000020 · wf-form4_155109758698970.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,533 F1 · shares: The reporting person was granted two awards of restricted stock units under the terms of the LivePerson, Inc. 2009 Stock Incentive Plan consisting of (i) a grant of 35,366 restricted stock units, and (ii) a grant of 48,170 restricted stock units, each of which represents a contingent right to receive one share of common stock. Both restricted stock unit awards vest in equal installments on each of February 21, 2020, 2021 and 2022, subject to the reporting person's employment through each such vesting date. F2 · balance_after: Number reported includes 262,702 unvested restricted stock units granted to and held by the reporting person following the transactions reported by this filing. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 22:10 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 45,837 | $18.06 | $827,632.87 |
DisclosureSEC source: 0001102993-19-000002 · wf-form4_154663979194667.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,997 F1 · shares: Shares sold 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 December 28, 2018. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 21:11 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 3,405 | $18.82 | $64,082.10 |
DisclosureSEC source: 0001102993-18-000158 · wf-form4_154542666559565.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,834 F1 · shares: Shares sold 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 December 16, 2018. Read SEC document |
| December 19, 2018 Filed Feb 14, 2019 19:56 UTC | LIVEPERSON INC LPSN · Entity 7365 | GiftCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-19-000009 · wf-form5_155017417822921.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Ikon, LP Disclosed balance after: 4,226,983 Read SEC document |
| September 17, 2018 Filed Sep 21, 2018 20:41 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 2,567 | $26.55 | $68,153.85 |
DisclosureSEC source: 0001102993-18-000139 · wf-form4_153756247378568.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,239 F1 · shares: Shares sold 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 September 16, 2018. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 22:58 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 2,385 | $23.80 | $56,763.00 |
DisclosureSEC source: 0001102993-18-000122 · wf-form4_152970829719649.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,806 F1 · shares: Shares sold 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 June 16, 2018. Read SEC document |
| June 01, 2018 Filed Jun 2, 2018 00:49 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 92,296 | $19.51 | $1,800,694.96 |
DisclosureSEC source: 0001102993-18-000094 · wf-form4_152790058203156.xml · nonDerivative · entry 3 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Ikon, LP Disclosed balance after: 4,386,983 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.325 to $19.65, inclusive. The reporting person undertakes to provide to LivePerson,Inc., any security holder of LivePerson,Inc., 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 |
| May 31, 2018 Filed Jun 2, 2018 00:49 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 90,780 | $19.39 | $1,760,224.20 |
DisclosureSEC source: 0001102993-18-000094 · wf-form4_152790058203156.xml · nonDerivative · entry 2 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Ikon, LP Disclosed balance after: 4,479,279 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.275 to $19.55, inclusive. The reporting person undertakes to provide to LivePerson,Inc., any security holder of LivePerson,Inc., 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 |
| May 30, 2018 Filed Jun 2, 2018 00:49 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 116,924 | $19.43 | $2,271,833.32 |
DisclosureSEC source: 0001102993-18-000094 · wf-form4_152790058203156.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Ikon, LP Disclosed balance after: 4,570,059 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.275 to $19.55, inclusive. The reporting person undertakes to provide to LivePerson,Inc., any security holder of LivePerson,Inc., 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 |
| March 20, 2018 Filed Mar 22, 2018 20:45 UTC | LIVEPERSON INC LPSN · Entity 7365 | SaleCommon Stock | 2,465 | $15.30 | $37,714.50 |
DisclosureSEC source: 0001102993-18-000038 · wf-form4_152175147586365.xml · nonDerivative · entry 1 LOCASCIO ROBERT P · CIK 0001133835 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,191 F1 · shares: Shares sold 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 16, 2018. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.30 to $15.46, inclusive. The reporting person undertakes to provide to LivePerson, Inc., any security holder of LivePerson, Inc., 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.