Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apptio IncAPTI · Entity 161106 | See Remarks | September 22, 2016 | September 22, 2016 |
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.
Apptio Inc
Report date September 22, 2016 · Filed September 22, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.01 · Expires 2023-11-07 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-09-22 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: 1/4th of the shares subject to the option became vested and exercisable on November 8, 2014 and 1/48th of the shares subject to the option vest monthly thereafter. F4: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.55 · Expires 2025-02-19 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-09-22 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. F4: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-09-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F3: 1/8th of the shares subject to the option shall become vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. F4: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/4th of the shares subject to the option became vested and exercisable on November 8, 2014 and 1/48th of the shares subject to the option vest monthly thereafter.
F2: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter.
F3: 1/8th of the shares subject to the option shall become vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months.
F4: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UiPath, Inc.
Report date April 01, 2023 · Filed April 04, 2023
Section 16 reporting ended · disclosed 2023-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,437,135 |
Ending reported balance
After 2023-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-04-01 · Tax withholding · Disposed 20,624 · Balance 1,494,993 F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Row 2 · 2023-04-01 · Tax withholding · Disposed 19,128 · Balance 1,475,865 F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Row 3 · 2023-04-01 · Tax withholding · Disposed 19,365 · Balance 1,456,500 F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Row 4 · 2023-04-01 · Tax withholding · Disposed 19,365 · Balance 1,437,135 F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU).
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 01, 2023 Filed Apr 4, 2023 19:09 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 19,365 | $17.56 | $340,049.40 |
DisclosureSEC source: 0001562180-23-003406 · primarydocument.xml · nonDerivative · entry 4 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,437,135 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 19:09 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 19,365 | $17.56 | $340,049.40 |
DisclosureSEC source: 0001562180-23-003406 · primarydocument.xml · nonDerivative · entry 3 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,456,500 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 19:09 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 19,128 | $17.56 | $335,887.68 |
DisclosureSEC source: 0001562180-23-003406 · primarydocument.xml · nonDerivative · entry 2 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,475,865 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 19:09 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 20,624 | $17.56 | $362,157.44 |
DisclosureSEC source: 0001562180-23-003406 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,494,993 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 20:55 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 19,365 | $12.17 | $235,672.05 |
DisclosureSEC source: 0001562180-23-000194 · primarydocument.xml · nonDerivative · entry 3 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515,617 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSUs). F2 · balance_after: Reflects the December 9, 2022 purchase of 576 shares through the UiPath Employee Stock Purchase Plan at a price of $11.01 (reflecting the plan discount). Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 20:55 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 21,338 | $12.71 | $271,205.98 |
DisclosureSEC source: 0001562180-23-000194 · primarydocument.xml · nonDerivative · entry 2 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,534,406 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSUs). Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 20:55 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 19,364 | $12.71 | $246,116.44 |
DisclosureSEC source: 0001562180-23-000194 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · Head of Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,555,744 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSUs). Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 21:06 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 196,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-007450 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575,108 F1 · price: Includes 196,839 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The shares underlying the RSU vest quarterly over a one year period from the grant date, subject to continuous service through each such vesting date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:38 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 20,625 | $12.61 | $260,081.25 |
DisclosureSEC source: 0001562180-22-007024 · primarydocument.xml · nonDerivative · entry 2 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378,269 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSUs). Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:38 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 19,365 | $12.61 | $244,192.65 |
DisclosureSEC source: 0001562180-22-007024 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,398,894 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSUs). F2 · balance_after: Corrected total from 7/1/2022 Form 4, reflecting additional 19,365 shares then withheld. Remarks: Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:01 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingCommon Stock | 20,625 | $18.19 | $375,168.75 |
DisclosureSEC source: 0001562180-22-005602 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,437,624 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). F2 · balance_after: Column 5 amount corrected as a result of Form 4/A filed for 1/28/2022 grant. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 20:36 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 393,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005083 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039,464 F1 · shares: Includes 393,678 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stockupon settlement. The RSUs vest 1/8 per quarter in equal quarterly installments over the next two years, in each case subject to continuous servicethrough each such vesting dates. Read SEC document |
| April 06, 2022 Filed Apr 18, 2022 19:07 UTC | UiPath, Inc. PATH · Entity 2505 | Tax withholdingClass A Common Stock | 20,654 | $22.06 | $455,627.24 |
DisclosureSEC source: 0001562180-22-003426 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,786 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units (RSU). Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:07 UTC | UiPath, Inc. PATH · Entity 2505 | GrantRestricted Stock Units · Derivative | 418,785 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001562180-22-000881 · primarydocument.xml · derivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,785 Underlying: Class A Common Stock · 418,785 shares Expires 2027-01-01 F1 · derivative.exercise_price: Converts into Class A Common Stock on a one-for-one basis. F1 · price: Converts into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: This award vests based upon the following vesting schedule: 48,609 shares on each of April 1, July 1, October 1, 2024 and January 1, 2025; 37,391 shares on each of April 1, July 1, October 1, 2025 and January 1, 2026, with the remaining shares vesting in equal quarterly installments through January 1, 2027, subject to continuous service through each such vesting. Read SEC document |
| January 28, 2022 Filed Jul 6, 2022 20:02 UTC Amendment | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 418,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005605 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,458,249 F1 · shares: This amendment is being filed to conform the 1/28/2022 Form 4 filing of the RSU award to align with the other RSU award filings made by the Company, as Table I events. F2 · shares: Includes 418,785 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. This award vests based upon the following vesting schedule: 48,609 shares on each of April 1, July 1, October 1, 2024 and January 1, 2025; 37,391 shares on each of April 1, July 1, October 1, 2025 and January 1, 2026, with the remaining shares vesting in equal quarterly installments through January 1, 2027, subject to continuous service through each such vesting. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 19:41 UTC | UiPath, Inc. PATH · Entity 2505 | SaleClass A Common Stock | 17,278 | $43.26 | $747,525.76 |
DisclosureSEC source: 0001562180-22-000298 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,440 F1 · kind: Includes 17,278 shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the settlement of the Issuer's equity inventive plan restricted stock units (RSUs). These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $42.4200 to $43.4200, inclusive. The Reporting Person undertakes to provide to UiPath, Inc., any security holder of UiPath, 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 10, 2021 Filed Dec 22, 2021 18:24 UTC | UiPath, Inc. PATH · Entity 2505 | SaleCommon Stock | 155,318 | $43.74 | $6,792,972.52 |
DisclosureSEC source: 0001562180-21-007864 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,718 F1 · kind: Includes 155,318 shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $39.6500 to $48.1600, inclusive. The Reporting Person undertakes to provide to UiPath, Inc., any security holder of UiPath, 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(s) set forth in this footnote of this Form 4. F3 · balance_after: Reflects the December 20, 2021 purchase of 446 shares through the UiPath Employee Stock Purchase Plan at a price of $35.241 (reflecting the plan discount). Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 19:47 UTC | UiPath, Inc. PATH · Entity 2505 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $5.06 | $0.00 |
DisclosureSEC source: 0001562180-21-005933 · primarydocument.xml · derivative · entry 3 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788,590 Underlying: Class A Common Stock · 50,000 shares Expires 2030-03-26 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. F3 · derivative.exercise_date: 25% of the shares subject to the option vested on March 9, 2021, with the remaining shares vesting in equal monthly installments over the next three years, subject to Reporting Person's continuous service through each such vesting date. The option expires ten years after the date of grant. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 19:47 UTC | UiPath, Inc. PATH · Entity 2505 | SaleClass A Common Stock | 50,000 | $56.09 | $2,804,505.00 |
DisclosureSEC source: 0001562180-21-005933 · primarydocument.xml · nonDerivative · entry 2 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 838,590 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. F2 · price: The range of prices for the transactions reported were from $55.8700 to $56.3100. The reporting person will provide, upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 19:47 UTC | UiPath, Inc. PATH · Entity 2505 | Exercise / conversionClass A Common Stock | 50,000 | $5.06 | $253,000.00 |
DisclosureSEC source: 0001562180-21-005933 · primarydocument.xml · nonDerivative · entry 1 Kummert Ted · CIK 0001685059 · EVP, Product & Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 888,590 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. 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.