Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Corp VP | November 12, 2020 | November 16, 2020 |
| Voya Financial, Inc.VOYA · Entity 3571 | See Remarks | January 24, 2023 | February 03, 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.
AUTOMATIC DATA PROCESSING INC
Report date November 12, 2020 · Filed November 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,283 |
Reported balance
After 2020-11-12 transaction · row 1
1 source rowRow 1 · 2020-11-12 · Tax withholding · Disposed 2,476 · Balance 7,283 |
Voya Financial, Inc.
Report date January 24, 2023 · Filed February 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,471 |
Reported balance
Holding disclosure · report date 2023-01-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,471 F1: On January 24, 2023, pursuant to that certain Agreement and Plan of Merger ("Merger Agreement"), dated as of November 1, 2022, as amended and restated on December 19, 2022, by and among Voya Financial, Inc. (the "Issuer"), Benefitfocus, Inc. ("Benefitfocus") and Origami Squirrel Acquisition Corp, a wholly owned subsidiary of the Issuer ("Merger Sub"), Merger Sub was merged with and into Benefitfocus (the "Merger"), with Benefitfocus continuing as the surviving corporation in the Merger and a wholly owned subsidiary of the Issuer. F2: At the effective time of the Merger (the "Effective Time"), each outstanding restricted stock award (each a "Benefitfocus Restricted Share") was assumed by the Issuer and converted into a restricted stock award of the Issuer (each, a "Restricted Share") covering a number of shares of common stock, par value $0.001 per share, of the Issuer ("Common Stock") (rounded down to the nearest whole number) equal to the product of (i) the number of shares of common stock of Benefitfocus subject to such Benefitfocus Restricted Shares multiplied by (ii) the quotient, rounded to four decimal places, of (a) $10.50 divided by (b) the volume weighted average price of Common Stock for a ten day trading period, starting with the opening of trading on the eleventh trading day prior to the closing date, as reported by Bloomberg (such quotient, the "Equity Award Exchange Ratio"). F3: Represents Restricted Shares received by the Reporting Person pursuant to the Merger. The Restricted Shares shall vest on July 24, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2023-01-24 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F4: At the Effective Time, each outstanding restricted stock unit of Benefitfocus (each, a "Benefitfocus RSU") and each outstanding performance restricted stock unit of Benefitfocus (each, a "Benefitfocus PSU")) that were not Specified Awards (as defined in the Merger Agreement) was assumed by the Issuer and converted into a time-based restricted stock unit award of the Issuer (each, a "Restricted Stock Unit") covering a number of shares of Common Stock (rounded down to the nearest whole number) equal to the product of (i) the number of shares of common stock of Benefitfocus subject to such Benefitfocus RSUs or Benefitfocus PSUs (assuming achievement of target performance) immediately prior to the Effective Time multiplied by the Equity Award Exchange Ratio. F5: Represents Restricted Stock Units received by the Reporting Person pursuant to the Merger. The Restricted Stock Units convert to Common Stock on a 1 to 1 basis upon the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 24, 2023, pursuant to that certain Agreement and Plan of Merger ("Merger Agreement"), dated as of November 1, 2022, as amended and restated on December 19, 2022, by and among Voya Financial, Inc. (the "Issuer"), Benefitfocus, Inc. ("Benefitfocus") and Origami Squirrel Acquisition Corp, a wholly owned subsidiary of the Issuer ("Merger Sub"), Merger Sub was merged with and into Benefitfocus (the "Merger"), with Benefitfocus continuing as the surviving corporation in the Merger and a wholly owned subsidiary of the Issuer.
F2: At the effective time of the Merger (the "Effective Time"), each outstanding restricted stock award (each a "Benefitfocus Restricted Share") was assumed by the Issuer and converted into a restricted stock award of the Issuer (each, a "Restricted Share") covering a number of shares of common stock, par value $0.001 per share, of the Issuer ("Common Stock") (rounded down to the nearest whole number) equal to the product of (i) the number of shares of common stock of Benefitfocus subject to such Benefitfocus Restricted Shares multiplied by (ii) the quotient, rounded to four decimal places, of (a) $10.50 divided by (b) the volume weighted average price of Common Stock for a ten day trading period, starting with the opening of trading on the eleventh trading day prior to the closing date, as reported by Bloomberg (such quotient, the "Equity Award Exchange Ratio").
F3: Represents Restricted Shares received by the Reporting Person pursuant to the Merger. The Restricted Shares shall vest on July 24, 2023.
F4: At the Effective Time, each outstanding restricted stock unit of Benefitfocus (each, a "Benefitfocus RSU") and each outstanding performance restricted stock unit of Benefitfocus (each, a "Benefitfocus PSU")) that were not Specified Awards (as defined in the Merger Agreement) was assumed by the Issuer and converted into a time-based restricted stock unit award of the Issuer (each, a "Restricted Stock Unit") covering a number of shares of Common Stock (rounded down to the nearest whole number) equal to the product of (i) the number of shares of common stock of Benefitfocus subject to such Benefitfocus RSUs or Benefitfocus PSUs (assuming achievement of target performance) immediately prior to the Effective Time multiplied by the Equity Award Exchange Ratio.
F5: Represents Restricted Stock Units received by the Reporting Person pursuant to the Merger. The Restricted Stock Units convert to Common Stock on a 1 to 1 basis upon the vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Benefitfocus, Inc.
Report date January 24, 2023 · Filed January 25, 2023
Section 16 reporting ended · disclosed 2023-01-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-01-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-01-24 · Exercise / conversion · Acquired 12,360 · Balance 757,100 Row 2 · 2023-01-24 · Disposition to issuer · Disposed 197,855 · Balance 559,245 F1: On January 24, 2023, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among the Issuer, Voya Financial, Inc. ("Voya") and Origami Squirrel Acquisition Corp. (the "Merger Sub"), as amended, the Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Voya. Pursuant to the Merger Agreement, at the effective time of the Merger each share of the Issuer's common stock was exchanged for the Per Share Common Stock Merger Consideration of $10.50, without interest. Row 3 · 2023-01-24 · Disposition to issuer · Disposed 559,245 · Balance 0 F2: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-04-01 | Direct | 12,512 |
Reported balance
After 2023-01-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-24 · Exercise / conversion · Disposed 12,360 · Balance 12,512 F3: Shares earned upon the vesting of a percentage of performance restricted stock units ("PRSUs") granted to the Reporting Person on April 1, 2022. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2022 through December 31, 2022 (the "Performance Period"). |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-04-01 | Direct | 0 |
Reported balance
After 2023-01-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-01-24 · Disposition to issuer · Disposed 12,512 · Balance 0 F4: Represents the portion of PRSUs that were forfeited to the Issuer. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-04-01 | Direct | 142,100 |
Reported balance
After 2023-01-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-01-24 · Disposition to issuer · Disposed 88,532 · Balance 142,100 F2: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-04-01 | Direct | 0 |
Reported balance
After 2023-01-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-01-24 · Disposition to issuer · Disposed 142,100 · Balance 0 F4: Represents the portion of PRSUs that were forfeited to the Issuer. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-05-04 | Direct | 0 |
Reported balance
After 2023-01-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-01-24 · Disposition to issuer · Disposed 106,640 · Balance 0 F2: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 24, 2023, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among the Issuer, Voya Financial, Inc. ("Voya") and Origami Squirrel Acquisition Corp. (the "Merger Sub"), as amended, the Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Voya. Pursuant to the Merger Agreement, at the effective time of the Merger each share of the Issuer's common stock was exchanged for the Per Share Common Stock Merger Consideration of $10.50, without interest.
F2: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement.
F3: Shares earned upon the vesting of a percentage of performance restricted stock units ("PRSUs") granted to the Reporting Person on April 1, 2022. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2022 through December 31, 2022 (the "Performance Period").
F4: Represents the portion of PRSUs that were forfeited to the Issuer.
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 |
|---|---|---|---|---|---|---|
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerPerformance Restricted Stock Units · Derivative | 106,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · derivative · entry 8 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 106,640 shares Expires 2026-05-04 F2 · derivative.exercise_price: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. F2 · derivative.exercise_date: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerPerformance Restricted Stock Units · Derivative | 142,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · derivative · entry 7 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 142,100 shares Expires 2026-04-01 F4 · derivative.exercise_price: Represents the portion of PRSUs that were forfeited to the Issuer. F4 · derivative.exercise_date: Represents the portion of PRSUs that were forfeited to the Issuer. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerPerformance Restricted Stock Units · Derivative | 88,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · derivative · entry 6 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,100 Underlying: Common Stock · 88,532 shares Expires 2026-04-01 F2 · derivative.exercise_price: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. F2 · derivative.exercise_date: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerPerformance Restricted Stock Units · Derivative | 12,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · derivative · entry 5 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,512 shares Expires 2023-04-01 F4 · derivative.exercise_price: Represents the portion of PRSUs that were forfeited to the Issuer. F4 · derivative.exercise_date: Represents the portion of PRSUs that were forfeited to the Issuer. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · derivative · entry 4 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,512 Underlying: Common Stock · 12,360 shares Expires 2023-04-01 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_price: Shares earned upon the vesting of a percentage of performance restricted stock units ("PRSUs") granted to the Reporting Person on April 1, 2022. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2022 through December 31, 2022 (the "Performance Period"). F3 · derivative.exercise_date: Shares earned upon the vesting of a percentage of performance restricted stock units ("PRSUs") granted to the Reporting Person on April 1, 2022. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2022 through December 31, 2022 (the "Performance Period"). Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerCommon Stock | 559,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · nonDerivative · entry 3 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: On January 24, 2023, the Merger took effect and these equity awards for the Issuer's common stock were exchanged for equity awards of Voya common stock in accordance with the Merger Agreement. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerCommon Stock | 197,855 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · nonDerivative · entry 2 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,245 F1 · price: On January 24, 2023, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among the Issuer, Voya Financial, Inc. ("Voya") and Origami Squirrel Acquisition Corp. (the "Merger Sub"), as amended, the Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Voya. Pursuant to the Merger Agreement, at the effective time of the Merger each share of the Issuer's common stock was exchanged for the Per Share Common Stock Merger Consideration of $10.50, without interest. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 19:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Exercise / conversionCommon Stock | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004916 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,100 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 20, 2022 Filed Dec 22, 2022 17:43 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Tax withholdingCommon Stock | 197,407 | $10.45 | $2,062,903.15 |
DisclosureSEC source: 0001209191-22-062487 · doc4.xml · nonDerivative · entry 3 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744,740 F3 · shares: Shares relinquished to pay withholding taxes payable in connection with an election made by the Reporting Person pursuant to Section 83(b) of the Code with respect to the grant of restricted stock. Read SEC document |
| December 20, 2022 Filed Dec 22, 2022 17:43 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | OtherCommon Stock | 445,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-062487 · doc4.xml · nonDerivative · entry 2 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942,147 F1 · kind: Represents restricted stock units (the "Retention RSUs") granted to the Reporting Person in connection with the execution of the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among Benefitfocus, Inc. (the "Issuer"), Voya Financial, Inc. and Origami Squirrel Acquisition Corp. ("Merger Sub"), as amended. Pursuant to the Merger Agreement, Merger Sub will be merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation in the Merger. The Retention RSUs have been cancelled and restricted stock granted in their place to mitigate impacts of Section 280G of the Internal Revenue Code of 1986, as amended (the "Code"). F2 · kind: Represents restricted stock granted to the Reporting Person in replacement of the Retention RSUs described above. The restricted stock will vest (i) 50% upon the closing of the Merger and (ii) 50% upon the six-month anniversary of the closing of the Merger (the "Final Vesting Date"), subject to the Reporting Person's continuous service. Vesting of the restricted stock may accelerate in certain circumstances, including if the Reporting Person is terminated without Cause or for Good Reason (in each case as defined in Reporting Person's employment agreement) on or after the closing of the Merger and prior to the Final Vesting Date. F2 · shares: Represents restricted stock granted to the Reporting Person in replacement of the Retention RSUs described above. The restricted stock will vest (i) 50% upon the closing of the Merger and (ii) 50% upon the six-month anniversary of the closing of the Merger (the "Final Vesting Date"), subject to the Reporting Person's continuous service. Vesting of the restricted stock may accelerate in certain circumstances, including if the Reporting Person is terminated without Cause or for Good Reason (in each case as defined in Reporting Person's employment agreement) on or after the closing of the Merger and prior to the Final Vesting Date. Read SEC document |
| December 20, 2022 Filed Dec 22, 2022 17:43 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | OtherCommon Stock | 445,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-062487 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,536 F1 · kind: Represents restricted stock units (the "Retention RSUs") granted to the Reporting Person in connection with the execution of the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among Benefitfocus, Inc. (the "Issuer"), Voya Financial, Inc. and Origami Squirrel Acquisition Corp. ("Merger Sub"), as amended. Pursuant to the Merger Agreement, Merger Sub will be merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation in the Merger. The Retention RSUs have been cancelled and restricted stock granted in their place to mitigate impacts of Section 280G of the Internal Revenue Code of 1986, as amended (the "Code"). Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:14 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantCommon Stock | 445,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055641 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942,147 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person in connection with the execution of the Agreement and Plan of Merger (the "Merger Agreement"), dated November 1, 2022, by and among Benefitfocus, Inc. (the "Issuer"), Voya Financial, Inc. and Origami Squirrel Acquisition Corp. ("Merger Sub"). Pursuant to the Merger Agreement, Merger Sub will be merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation in the Merger. The RSUs will vest (i) 50% upon the closing of the Merger and (ii) 50% upon the six-month anniversary of the closing of the Merger (the "Final Vesting Date"), subject to the Reporting Person's continuous service. Vesting of the RSUs may accelerate in certain circumstances, including if the Reporting Person is terminated without Cause or for Good Reason (in each case as defined in Reporting Person's employment agreement) on or after the closing of the Merger and prior to the Final Vesting Date. Read SEC document |
| May 11, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 14,800 | $7.99 | $118,256.44 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · nonDerivative · entry 4 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,536 F3 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 10, 2021 to satisfy the Reporting Person's tax withholding obligation upon scheduled vesting of restricted stock units and PRSUs granted on May 4, 2021. F5 · price: This transaction was executed in multiple trades at prices ranging from $7.70 to $8.48. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Disposition to issuerPerformance Restricted Stock Units · Derivative | 86,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · derivative · entry 7 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 86,921 shares Expires 2025-05-04 F6 · derivative.exercise_price: Represents the portion of PRSUs that were forfeited to the Issuer after determining the percentage of PRSUs that were earned. F6 · derivative.exercise_date: Represents the portion of PRSUs that were forfeited to the Issuer after determining the percentage of PRSUs that were earned. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 41,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · derivative · entry 6 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,921 Underlying: Common Stock · 41,047 shares Expires 2025-05-04 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. F2 · derivative.exercise_price: Shares earned upon the attainment of a percentage of the PRSUs granted to the Reporting Person on May 4, 2021. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a Rule of 40 goal and an annual recurring revenue subscription bookings growth goal, during the period of January 1, 2021 through December 31, 2021. One-fourth of the shares are vested, with the remaining shares to vest in three equal annual installments beginning on April 1, 2023. F2 · derivative.exercise_date: Shares earned upon the attainment of a percentage of the PRSUs granted to the Reporting Person on May 4, 2021. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a Rule of 40 goal and an annual recurring revenue subscription bookings growth goal, during the period of January 1, 2021 through December 31, 2021. One-fourth of the shares are vested, with the remaining shares to vest in three equal annual installments beginning on April 1, 2023. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 19,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · derivative · entry 5 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,550 shares Expires 2022-05-04 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_price: Shares earned upon the vesting of a percentage of the performance restricted stock units ("PRSUs") granted to the Reporting Person on May 4, 2021. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2021 through December 31, 2021. F1 · derivative.exercise_date: Shares earned upon the vesting of a percentage of the performance restricted stock units ("PRSUs") granted to the Reporting Person on May 4, 2021. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2021 through December 31, 2021. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 37,154 | $8.59 | $319,063.69 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · nonDerivative · entry 3 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,336 F3 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 10, 2021 to satisfy the Reporting Person's tax withholding obligation upon scheduled vesting of restricted stock units and PRSUs granted on May 4, 2021. F4 · price: This transaction was executed in multiple trades at prices ranging from $8.23 to $9.02. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Exercise / conversionCommon Stock | 41,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · nonDerivative · entry 2 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,490 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. F2 · shares: Shares earned upon the attainment of a percentage of the PRSUs granted to the Reporting Person on May 4, 2021. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a Rule of 40 goal and an annual recurring revenue subscription bookings growth goal, during the period of January 1, 2021 through December 31, 2021. One-fourth of the shares are vested, with the remaining shares to vest in three equal annual installments beginning on April 1, 2023. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:47 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | Exercise / conversionCommon Stock | 19,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028611 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,443 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 · shares: Shares earned upon the vesting of a percentage of the performance restricted stock units ("PRSUs") granted to the Reporting Person on May 4, 2021. Each PRSU represented a contingent right to receive one share of Issuer common stock upon the Issuer's achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2021 through December 31, 2021. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:48 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantPerformance Restricted Stock Units · Derivative | 230,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023391 · doc4.xml · derivative · entry 3 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,632 Underlying: Common Stock · 230,632 shares Expires 2026-04-01 F3 · derivative.exercise_price: Each PRSU represents a contingent right to receive one share of Issuer common stock. The maximum number of PRSUs is presented in the table. The PRSUs will vest upon the achievement of an annual recurring revenue subscription bookings growth goal and adjusted EBITDA goal, during the period of January 1, 2022 through December 31, 2022, such vesting to occur in four equal annual installments beginning on April 1, 2023, if the performance metrics are met. Vesting of 25% of target level PRSUs will accelerate upon death or disability during the performance period in an amount equal to the proportion of days in the performance period worked. Vesting will also accelerate as to the next tranche of vesting units in the event of death or disability after the performance period. Vesting of the target PRSUs may also accelerate in certain circumstances if there is a change in control of the Issuer during the performance period. F3 · derivative.exercise_date: Each PRSU represents a contingent right to receive one share of Issuer common stock. The maximum number of PRSUs is presented in the table. The PRSUs will vest upon the achievement of an annual recurring revenue subscription bookings growth goal and adjusted EBITDA goal, during the period of January 1, 2022 through December 31, 2022, such vesting to occur in four equal annual installments beginning on April 1, 2023, if the performance metrics are met. Vesting of 25% of target level PRSUs will accelerate upon death or disability during the performance period in an amount equal to the proportion of days in the performance period worked. Vesting will also accelerate as to the next tranche of vesting units in the event of death or disability after the performance period. Vesting of the target PRSUs may also accelerate in certain circumstances if there is a change in control of the Issuer during the performance period. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:48 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantPerformance Restricted Stock Units · Derivative | 24,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023391 · doc4.xml · derivative · entry 2 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,872 Underlying: Common Stock · 24,872 shares Expires 2023-04-01 F2 · derivative.exercise_price: Each performance restricted stock unit ("PRSU") represents a contingent right to receive one share of Issuer common stock. The maximum number of PRSUs is presented in the table. A percentage of the PRSUs will vest upon the achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2022 through December 31, 2022. Vesting of the target level PRSUs will accelerate upon death or disability during the performance period in an amount equal to the proportion of days in the performance period worked. Vesting of the target PRSUs may also accelerate in certain circumstances if there is a change in control of the Issuer during the performance period. F2 · derivative.exercise_date: Each performance restricted stock unit ("PRSU") represents a contingent right to receive one share of Issuer common stock. The maximum number of PRSUs is presented in the table. A percentage of the PRSUs will vest upon the achievement of a revenue goal, an adjusted EBITDA goal, and a software revenue retention goal, during the period of January 1, 2022 through December 31, 2022. Vesting of the target level PRSUs will accelerate upon death or disability during the performance period in an amount equal to the proportion of days in the performance period worked. Vesting of the target PRSUs may also accelerate in certain circumstances if there is a change in control of the Issuer during the performance period. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:48 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantCommon Stock | 153,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023391 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,893 F1 · shares: Represents restricted stock units which vest in four equal annual installments beginning on April 1, 2023, subject to continued employment. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:10 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 2,476 | $169.43 | $419,508.68 |
DisclosureSEC source: 0001225208-20-013554 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,283 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 18:57 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 19,390 | $0.00 Strike: $138.53 | $0.00 |
DisclosureSEC source: 0001225208-20-011262 · doc4.xml · derivative · entry 1 Levin Matthew · CIK 0001327403 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,390 Underlying: Common Stock · 19,390 shares Expires 2030-08-31 F1 · shares: Option vesting schedule is 25% per year beginning in 2021 Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 13:02 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 2,726 | $166.36 | $453,497.36 |
DisclosureSEC source: 0001225208-19-014478 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,759 Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 20:43 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 17,213 | $0.00 Strike: $169.84 | $0.00 |
DisclosureSEC source: 0001225208-19-012139 · doc4.xml · derivative · entry 1 Levin Matthew · CIK 0001327403 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,213 Underlying: Common Stock · 17,213 shares Expires 2029-08-31 Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 17:37 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 12,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015438 · doc4.xml · nonDerivative · entry 1 Levin Matthew · CIK 0001327403 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,485 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.