Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | October 01, 2026 | October 05, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | EVP, Marketing | February 28, 2014 | March 04, 2014 |
| SPS COMMERCE INCSPSC · Entity 4230 | Director | May 28, 2026 | June 01, 2026 |
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.
Health Catalyst, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,851 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 128,851 · Balance 128,851 F1: Represents an award of the Issuer's restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 33.33% of the RSUs will vest on October 1, 2027 and, thereafter, the remaining 66.67% of the RSUs will vest in 2 equal annual installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of the Issuer's restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 33.33% of the RSUs will vest on October 1, 2027 and, thereafter, the remaining 66.67% of the RSUs will vest in 2 equal annual installments.
MICROSOFT CORP
Report date February 28, 2014 · Filed March 04, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 448,675 |
Ending reported balance
After 2014-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-02-28 · Tax withholding · Disposed 1,499 · Balance 454,475 Row 2 · 2014-03-03 · Sale · Disposed 5,800 · Balance 448,675 F1: The sale was made under a 10b5-1 plan previously adopted by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 2,477 |
Reported balance
Holding disclosure · report date 2014-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,477 F2: As of February 28, 2014 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale was made under a 10b5-1 plan previously adopted by the reporting person.
F2: As of February 28, 2014
SPS COMMERCE INC
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,908 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 3,736 · Balance 54,908 F1: This reflects a restricted stock unit award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2026, provided the recipient remains a member of the board as of the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This reflects a restricted stock unit award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2026, provided the recipient remains a member of the board as of 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.
AVALARA, INC.
Report date October 19, 2022 · Filed October 19, 2022
Section 16 reporting ended · disclosed 2022-10-19. 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 |
Reported balance
After 2022-10-19 transaction · row 1
1 source rowRow 1 · 2022-10-19 · Disposition to issuer · Disposed 71,162 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc. pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.67 · Expires 2029-06-19 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-19 · Disposition to issuer · Disposed 2,459 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc. pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.
F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.
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 |
|---|---|---|---|---|---|---|
| May 31, 2018 Filed Jun 4, 2018 23:14 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantStock Option (right to buy) · Derivative | 3,285 | $0.00 Strike: $74.43 | $0.00 |
DisclosureSEC source: 0001209191-18-035364 · doc4.xml · derivative · entry 2 Reller Tami · CIK 0001582737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 Underlying: Common Stock · 3,285 shares Expires 2025-05-31 F2 · derivative.exercise_date: Shares subject to this option vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2018, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 23:14 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035364 · doc4.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,835 F1 · shares: This reflects a restricted stock award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2018, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| February 22, 2018 Filed Jun 19, 2018 18:40 UTC | AVALARA, INC. AVLR · Entity 123010 | PurchaseCommon Stock | 30,000 | $16.60 | $498,000.00 |
DisclosureSEC source: 0000899243-18-017227 · doc4.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| January 24, 2018 Filed Jun 19, 2018 18:40 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantWarrant (right to buy) · Derivative | 10,000 | $0.00 Strike: $16.60 | $0.00 |
DisclosureSEC source: 0000899243-18-017227 · doc4.xml · derivative · entry 12 Reller Tami · CIK 0001582737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F2 · derivative.exercise_date: The warrant was fully exercisable upon grant. F3 · derivative.expiration_date: Unless sooner exercised, the warrant expires immediately prior to the closing of the Issuer's initial public offering and will be automatically net exercised pursuant to its terms if not exercised prior to that time. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:14 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantStock Option (right to buy) · Derivative | 3,026 | $0.00 Strike: $58.29 | $0.00 |
DisclosureSEC source: 0001209191-17-035500 · doc4.xml · derivative · entry 2 Reller Tami · CIK 0001582737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,026 Underlying: Common Stock · 3,026 shares Expires 2024-05-23 F2 · derivative.exercise_date: Shares subject to this option vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2017, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:14 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035500 · doc4.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,922 F1 · shares: This reflects a restricted stock award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2017, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| March 03, 2014 Filed Mar 4, 2014 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $37.89 | $219,762.00 |
DisclosureSEC source: 0001582737-14-000019 · edgar.xml · nonDerivative · entry 2 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,675 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| February 28, 2014 Filed Mar 4, 2014 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 1,499 | $37.86 | $56,752.14 |
DisclosureSEC source: 0001582737-14-000019 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,475 Read SEC document |
| February 03, 2014 Filed Feb 4, 2014 23:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $37.77 | $219,066.00 |
DisclosureSEC source: 0001582737-14-000013 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,974 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| January 02, 2014 Filed Jan 3, 2014 23:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $37.35 | $216,630.00 |
DisclosureSEC source: 0001582737-14-000001 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461,774 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| December 02, 2013 Filed Dec 3, 2013 23:32 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $38.09 | $220,922.00 |
DisclosureSEC source: 0000902015-13-000061 · edgar.xml · nonDerivative · entry 2 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,574 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| December 02, 2013 Filed Dec 3, 2013 23:32 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 11,819 | $38.13 | $450,658.47 |
DisclosureSEC source: 0000902015-13-000061 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,374 Read SEC document |
| November 15, 2013 Filed Nov 15, 2013 23:12 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 60,000 | $37.81 | $2,268,396.00 |
DisclosureSEC source: 0000902015-13-000051 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,193 F1 · price: This transaction was executed in multiple trades at prices ranging from $37.78 to $37.83. The price reported above reflects the weighted average purchase 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 |
| November 01, 2013 Filed Nov 4, 2013 23:28 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $35.67 | $206,886.00 |
DisclosureSEC source: 0000902015-13-000044 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,193 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| October 01, 2013 Filed Oct 2, 2013 22:42 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $33.34 | $193,372.00 |
DisclosureSEC source: 0000902015-13-000037 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,993 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| September 19, 2013 Filed Sep 23, 2013 22:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 113,773 | $31.76 | $3,613,430.48 |
DisclosureSEC source: 0000902015-13-000032 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,793 F1 · shares: Represents stock award under fiscal year 2014 Executive Officer Incentive Plan that will vest over 4 years at the rate of 25% starting on August 29, 2014, and then at the rate of 25% on each August 29 thereafter, subject to continued employment. Read SEC document |
| September 03, 2013 Filed Sep 4, 2013 22:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $31.76 | $184,208.00 |
DisclosureSEC source: 0000902015-13-000018 · edgar.xml · nonDerivative · entry 2 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,020 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. Read SEC document |
| September 03, 2013 Filed Sep 4, 2013 22:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 30,308 | $33.40 | $1,012,287.20 |
DisclosureSEC source: 0000902015-13-000018 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,820 Read SEC document |
| August 29, 2013 Filed Aug 30, 2013 22:33 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 1,255 | $33.02 | $41,440.10 |
DisclosureSEC source: 0000902015-13-000011 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,128 Read SEC document |
| August 01, 2013 Filed Aug 2, 2013 22:38 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 5,800 | $32.09 | $186,122.00 |
DisclosureSEC source: 0001183681-13-000043 · edgar.xml · nonDerivative · entry 1 Reller Tami · CIK 0001582737 · EVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,383 F1 · shares: The sale was made under a 10b5-1 plan previously adopted by the reporting person. 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.