Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Coupa Software Inc
Report date February 28, 2023 · Filed February 28, 2023
Section 16 reporting ended · disclosed 2023-02-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 2,470 · Balance 0 F1: Restricted stock units ("RSUs") represent a contingent right to receive one share of common stock, par value $0.0001 per share ("Common Stock"), of Coupa Software Incorporated (the "Company"). F2: The RSUs were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and the Company. Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each RSU that was unexpired and unsettled as of immediately prior to the Effective Time was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, multiplied by the $81.00, without interest, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") represent a contingent right to receive one share of common stock, par value $0.0001 per share ("Common Stock"), of Coupa Software Incorporated (the "Company").
F2: The RSUs were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and the Company. Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each RSU that was unexpired and unsettled as of immediately prior to the Effective Time was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, multiplied by the $81.00, without interest, less any applicable withholding taxes.
TripAdvisor, Inc.
Report date February 15, 2023 · Filed February 16, 2023
Section 16 reporting ended · disclosed 2023-02-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,263 |
Ending reported balance
After 2023-02-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-02-15 · Exercise / conversion · Acquired 1,221 · Balance 101,815 Row 2 · 2023-02-15 · Tax withholding · Disposed 501 · Balance 101,314 Row 3 · 2023-02-15 · Exercise / conversion · Acquired 24,579 · Balance 125,893 Row 4 · 2023-02-15 · Tax withholding · Disposed 8,630 · Balance 117,263 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-02-15 | Direct | 9,773 |
Reported balance
After 2023-02-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-02-15 · Exercise / conversion · Disposed 1,221 · Balance 9,773 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-02-13 | Direct | 49,167 |
Reported balance
After 2023-02-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-02-15 · Exercise / conversion · Disposed 24,579 · Balance 49,167 |
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 |
|---|---|---|---|---|---|---|
| February 12, 2021 Filed Feb 16, 2021 18:51 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | Tax withholdingCommon Stock | 5,263 | $36.98 | $194,625.74 |
DisclosureSEC source: 0001127602-21-006001 · form4.xml · nonDerivative · entry 2 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,105 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 18:51 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | Exercise / conversionCommon Stock | 17,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006001 · form4.xml · nonDerivative · entry 1 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,368 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 |
| December 18, 2020 Filed Dec 22, 2020 16:35 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | Exercise / conversionRestricted Stock Units · Derivative | 16,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032225 · form4.xml · derivative · entry 3 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,633 Underlying: Common Stock · 16,633 shares Expires 2021-12-21 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 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-half of the total number of RSUs vest on the first vesting date and an additional one-half vest on second anniversary of the vesting date. Upon vesting, shares will be issued on a one-for-one basis. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 16:35 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | Tax withholdingCommon Stock | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032225 · form4.xml · nonDerivative · entry 2 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,804 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 16:35 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | Exercise / conversionCommon Stock | 16,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032225 · form4.xml · nonDerivative · entry 1 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,630 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 |
| December 03, 2020 Filed Dec 8, 2020 07:50 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | SaleCommon Stock | 350 | $28.64 | $10,025.05 |
DisclosureSEC source: 0001127602-20-030796 · form4.xml · nonDerivative · entry 1 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,997 Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 18:09 UTC | TripAdvisor, Inc. TRIP · Entity 4890 | GrantRestricted Stock Units · Derivative | 56,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023473 · form4.xml · derivative · entry 1 Soni Kanika · CIK 0001810548 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,484 Underlying: Common Stock · 56,484 shares Expires 2022-08-11 F1 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-half of the total number of RSUs vest on the first vesting date and an additional one-half vest on second anniversary of the vesting date. Upon vesting, shares will be issued on a one-for-one basis. 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.