Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | EVP, Chief Development Officer | June 23, 2016 | June 24, 2016 |
| Presidio, Inc.PSDO · Entity 152912 | Director | December 19, 2019 | December 23, 2019 |
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.
CISCO SYSTEMS, INC.
Report date June 23, 2016 · Filed June 24, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 356,307 |
Reported balance
After 2016-06-23 transaction · row 1
1 source rowRow 1 · 2016-06-23 · Sale · Disposed 1,329 · Balance 356,307 |
| Common StockSEC Table I · non-derivative | IndirectTrust #1 | 141,015 |
Reported balance
After 2016-06-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-06-23 · Sale · Disposed 3,150 · Balance 141,015 |
| Common StockSEC Table I · non-derivative | IndirectTrust #3 | 0 |
Reported balance
After 2016-06-23 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-06-23 · Sale · Disposed 5,412 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectTrust #2 | 128,005 |
Reported balance
Holding disclosure · report date 2016-06-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 128,005 |
Presidio, Inc.
Report date December 19, 2019 · Filed December 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-19 transaction · row 1
1 source rowRow 1 · 2019-12-19 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of August 14, 2019, as amended on September 25, 2019 (the "Merger Agreement") by and among Presidio, Inc. ("Presidio"), BCEC Port Holdings (Delaware), LP and Port Merger Sub, Inc., each share of common stock of Presidio issued and outstanding at the effective time was converted into the right to receive $16.60 in cash, without interest (the "Merger Consideration"). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.75 · Expires 2026-05-19 | Direct | 0 |
Reported balance
After 2019-12-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-19 · Disposition to issuer · Disposed 15,000 · Balance 0 F2: Pursuant to the Merger Agreement, each Presidio stock option outstanding immediately prior to the effective time, whether vested or unvested, was accelerated and canceled in exchange for the excess, if any, of the Merger Consideration, less the applicable option exercise price (and less any applicable tax withholdings). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of August 14, 2019, as amended on September 25, 2019 (the "Merger Agreement") by and among Presidio, Inc. ("Presidio"), BCEC Port Holdings (Delaware), LP and Port Merger Sub, Inc., each share of common stock of Presidio issued and outstanding at the effective time was converted into the right to receive $16.60 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each Presidio stock option outstanding immediately prior to the effective time, whether vested or unvested, was accelerated and canceled in exchange for the excess, if any, of the Merger Consideration, less the applicable option exercise price (and less any applicable tax withholdings).
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 |
|---|---|---|---|---|---|---|
| June 11, 2013 Filed Jun 14, 2013 00:07 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 28,269 | $24.36 | $688,632.84 |
DisclosureSEC source: 0001140361-13-025235 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793,129 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of two (2) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on August 23, 2012. Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:33 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 95,000 | $0.00 Strike: $19.18 | $0.00 |
DisclosureSEC source: 0001140361-13-023649 · doc1.xml · derivative · entry 8 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 95,000 shares Expires 2013-08-23 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: This option is immediately exercisable. Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:33 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 95,000 | $24.20 | $2,299,000.00 |
DisclosureSEC source: 0001140361-13-023649 · doc1.xml · nonDerivative · entry 2 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,398 Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:33 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Exercise / conversionCommon Stock | 95,000 | $19.18 | $1,822,100.00 |
DisclosureSEC source: 0001140361-13-023649 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 916,398 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 |
| March 28, 2013 Filed Apr 1, 2013 20:45 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-014810 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,398 F1 · shares: Represents a restricted stock unit award that vests in four (4) successive equal annual installments, with the first twenty-five percent (25%) of the shares vesting on March 12, 2014. Read SEC document |
| March 20, 2013 Filed Mar 22, 2013 23:22 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 10,000 | $21.61 | $216,100.00 |
DisclosureSEC source: 0001140361-13-013753 · doc1.xml · nonDerivative · entry 3 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust #1 Disclosed balance after: 165,756 Read SEC document |
| March 15, 2013 Filed Mar 22, 2013 23:22 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 51,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-013753 · doc1.xml · nonDerivative · entry 2 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust #1 Disclosed balance after: 175,756 Read SEC document |
| March 15, 2013 Filed Mar 22, 2013 23:22 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 51,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-013753 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,398 Read SEC document |
| March 12, 2013 Filed Mar 14, 2013 22:06 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 42,220 | $21.88 | $923,773.60 |
DisclosureSEC source: 0001140361-13-012569 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772,928 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the settlement of two (2) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on August 23, 2012. Read SEC document |
| December 18, 2012 Filed Dec 19, 2012 23:47 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 6,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-051993 · doc1.xml · nonDerivative · entry 3 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Child #2 Disclosed balance after: 10,261 Read SEC document |
| December 18, 2012 Filed Dec 19, 2012 23:47 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 6,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-051993 · doc1.xml · nonDerivative · entry 2 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Child #1 Disclosed balance after: 7,936 Read SEC document |
| December 18, 2012 Filed Dec 19, 2012 23:47 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 13,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-051993 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust #1 Disclosed balance after: 124,226 Read SEC document |
| December 06, 2012 Filed Dec 7, 2012 22:39 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-050217 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust #1 Disclosed balance after: 137,652 Read SEC document |
| September 21, 2012 Filed Sep 24, 2012 21:56 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 14,716 | $18.92 | $278,439.96 |
DisclosureSEC source: 0001140361-12-041331 · doc1.xml · nonDerivative · entry 2 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815,148 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $18.91 to $19.00. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 20, 2012 Filed Sep 24, 2012 21:56 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 15,000 | $19.00 | $285,000.00 |
DisclosureSEC source: 0001140361-12-041331 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829,864 Read SEC document |
| September 14, 2012 Filed Sep 18, 2012 22:09 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 30,000 | $19.65 | $589,419.00 |
DisclosureSEC source: 0001140361-12-040880 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844,864 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $19.64 to $19.655. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 12, 2012 Filed Sep 14, 2012 01:18 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 66,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-040377 · doc1.xml · nonDerivative · entry 2 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874,864 F2 · shares: Represents a restricted stock unit award that vests in four (4) successive equal annual installments, with the first twenty-five percent (25%) of the shares vesting on September 11, 2013. Fifty percent (50%) of any vested shares underlying the restricted stock unit award will settle upon the earlier of (a) the reporting person's "separation from service" to Cisco within the meaning of Code Section 409A of the Internal Revenue Code and (b) January 1, 2019, the fixed payment date elected by the reporting person. Read SEC document |
| September 11, 2012 Filed Sep 14, 2012 01:18 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 50,221 | $19.15 | $961,732.15 |
DisclosureSEC source: 0001140361-12-040377 · doc1.xml · nonDerivative · entry 1 Patel Pankaj · CIK 0001556373 · EVP, Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,864 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of five (5) restricted stock unit awards originally reported by the reporting person in a Form 3 filed with the Commission on August 23, 2012. 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.