Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILYSYS INCAGYS · Entity 897 | SVP, Product Engineering | March 31, 2023 | April 04, 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.
AGILYSYS INC
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,693 |
Reported balance
After 2023-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-31 · Tax withholding · Disposed 99 · Balance 32,693 F1: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock.
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 |
|---|---|---|---|---|---|---|
| March 31, 2023 Filed Apr 4, 2023 14:27 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 99 | $82.51 | $8,168.49 |
DisclosureSEC source: 0001209191-23-022498 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,693 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 21:42 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 84 | $79.14 | $6,647.76 |
DisclosureSEC source: 0001209191-23-000264 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,792 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| November 12, 2022 Filed Nov 15, 2022 22:33 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 799 | $65.05 | $51,974.95 |
DisclosureSEC source: 0001209191-22-057088 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,876 F1 · security: Restricted Stock Award granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest in one-third increments on October 31, 2023, October 31, 2024, and October 31, 2025. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:36 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 84 | $55.35 | $4,649.40 |
DisclosureSEC source: 0001209191-22-051919 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,077 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 00:55 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 83 | $47.27 | $3,923.41 |
DisclosureSEC source: 0001209191-22-040943 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,161 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:03 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 3,019 | $43.06 | $129,998.14 |
DisclosureSEC source: 0001209191-22-035809 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,244 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest in one-third increments on June 30, 2023, 2024 and 2025. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 17:49 UTC | AGILYSYS INC AGYS · Entity 897 | SaleCommon Stock | 704 | $37.44 | $26,357.76 |
DisclosureSEC source: 0001209191-22-024909 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,225 F1 · kind: Shares sold to fund withholding tax obligations arising from the vesting of restricted Common Stock on March 31, 2022 (sell to cover). Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 21:32 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 1,152 | $47.96 | $55,249.92 |
DisclosureSEC source: 0001209191-21-024732 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · SVP, Product Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,929 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:40 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock Appreciation Rights · Derivative | 42,345 | $0.00 Strike: $20.02 | $0.00 |
DisclosureSEC source: 0001209191-20-059982 · doc4.xml · derivative · entry 3 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,345 Underlying: Common Stock · 42,345 shares Expires 2027-06-02 F3 · security: Stock appreciation rights ("SARs") granted under the Agilysys, Inc. 2020 Equity Incentive Plan (the "Plan") on June 2, 2020, subject to shareholder approval of the Plan, which occurred on November 19, 2020. The SARs vest on the date prior to June 30, 2023 that the average closing price of the Company's common stock over a 10 consecutive trading day period is equal to or greater than $45, and if such threshold is not achieved by June 30, 2023, the SARs will be forfeited. F3 · derivative.exercise_date: Stock appreciation rights ("SARs") granted under the Agilysys, Inc. 2020 Equity Incentive Plan (the "Plan") on June 2, 2020, subject to shareholder approval of the Plan, which occurred on November 19, 2020. The SARs vest on the date prior to June 30, 2023 that the average closing price of the Company's common stock over a 10 consecutive trading day period is equal to or greater than $45, and if such threshold is not achieved by June 30, 2023, the SARs will be forfeited. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:40 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock Appreciation Rights · Derivative | 18,258 | $0.00 Strike: $20.02 | $0.00 |
DisclosureSEC source: 0001209191-20-059982 · doc4.xml · derivative · entry 2 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,258 Underlying: Common Stock · 18,258 shares Expires 2027-06-02 F2 · security: Stock appreciation rights ("SARs") granted under the Agilysys, Inc. 2020 Equity Incentive Plan (the "Plan) on June 2, 2020, subject to shareholder approval of the Plan, which occurred on November 19, 2020. The SARs vest over a three-year period: 20% on March 31, 2021; 20% on March 31, 2022; 15% on June 30, 2022; 15% on September 30, 2022; 15% on December 31, 2022; and 15% on March 31, 2023. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:40 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 3,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059982 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,081 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest in one-third increments on March 31, 2021, 2022 and 2023. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:49 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock-settled Appreciation Rights · Derivative | 9,272 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001209191-19-038792 · doc4.xml · derivative · entry 2 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,272 Underlying: Common Stock · 9,272 shares Expires 2026-06-20 F2 · security: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2020, 2021 and 2022. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:49 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 2,900 | $22.41 | $64,989.00 |
DisclosureSEC source: 0001209191-19-038792 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,839 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2020, 2021 and 2022. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:11 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 2,280 | $21.17 | $48,267.60 |
DisclosureSEC source: 0001209191-19-022264 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,939 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| May 31, 2018 Filed Jun 5, 2018 01:02 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock-settled Appreciation Rights · Derivative | 13,269 | $0.00 Strike: $14.22 | $0.00 |
DisclosureSEC source: 0001209191-18-035414 · doc4.xml · derivative · entry 2 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,269 Underlying: Common Stock · 13,269 shares Expires 2025-05-31 F2 · security: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2019, 2020 and 2021. Read SEC document |
| May 31, 2018 Filed Jun 5, 2018 01:02 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 4,395 | $14.22 | $62,496.90 |
DisclosureSEC source: 0001209191-18-035414 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,219 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2019, 2020 and 2021. Read SEC document |
| March 31, 2018 Filed Apr 4, 2018 15:15 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 1,691 | $11.92 | $20,156.72 |
DisclosureSEC source: 0001209191-18-023423 · doc4.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,483 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| March 31, 2018 Filed Jun 5, 2018 10:29 UTC Amendment | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 1,350 | $11.92 | $16,092.00 |
DisclosureSEC source: 0001209191-18-035394 · doc4a.xml · nonDerivative · entry 1 Sridhar Laveti · CIK 0001717720 · VP of Est. Prod. & Cust. Supp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,824 F1 · security: Due to a clerical error, the reporting person is filing this amendment to the Form 4 originally filed on April 4, 2018, to correct the number of shares withheld to satisfy tax obligations upon the vesting of restricted stock from 1,691 to 1,350. 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.