Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carney Technology Acquisition Corp. IICTAQ · Entity 144599 | Director | December 09, 2020 | December 09, 2020 |
| Science Applications International CorpSAIC · Entity 3870 | Director | June 08, 2022 | June 09, 2022 |
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.
Carney Technology Acquisition Corp. II
Report date December 09, 2020 · Filed December 09, 2020
This filing explicitly reported no securities owned.
Science Applications International Corp
Report date June 08, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,140 |
Reported balance
After 2022-06-08 transaction · row 1
1 source rowRow 1 · 2022-06-08 · Grant · Acquired 1,742 · Balance 6,140 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WAGEWORKS, INC.
Report date August 30, 2019 · Filed September 04, 2019
Section 16 reporting ended · disclosed 2019-09-04. 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 2019-08-30 transaction · row 1
1 source rowRow 1 · 2019-08-30 · Disposition to issuer · Disposed 254 · Balance 0 F2: Disposed of pursuant to the sale of Wageworks to HealthEquity on August 30, 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-30 · Disposition to issuer · Disposed 5,404 · Balance 0 F1: At the effective time of the sale, this RSU vested in full and was canceled in exchange for a cash amount equal to the purchase price. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-08-30 · Disposition to issuer · Disposed 763 · Balance 0 F1: At the effective time of the sale, this RSU vested in full and was canceled in exchange for a cash amount equal to the purchase price. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the sale, this RSU vested in full and was canceled in exchange for a cash amount equal to the purchase price.
F2: Disposed of pursuant to the sale of Wageworks to HealthEquity on August 30, 2019.
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 08, 2022 Filed Jun 9, 2022 20:05 UTC | Science Applications International Corp SAIC · Entity 3870 | GrantCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001571123-22-000035 · wf-form4_165480510109665.xml · nonDerivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,140 Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:02 UTC | Science Applications International Corp SAIC · Entity 3870 | GrantCommon Stock | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008875 · doc4.xml · nonDerivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,398 Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 20:02 UTC | Science Applications International Corp SAIC · Entity 3870 | GrantCommon Stock | 1,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008630 · doc4.xml · nonDerivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,633 Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 20:31 UTC | Science Applications International Corp SAIC · Entity 3870 | GrantStock Option (right to buy) · Derivative | 2,006 | $0.00 Strike: $83.46 | $0.00 |
DisclosureSEC source: 0001179110-19-010413 · edgar.xml · derivative · entry 2 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,006 Underlying: Common Stock · 2,006 shares Expires 2026-09-12 F1 · derivative.exercise_date: Award vests on the earlier of the (i) first anniversary of the grant date or (ii) the date of the next annual meeting of stockholders following the grant date. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 20:31 UTC | Science Applications International Corp SAIC · Entity 3870 | GrantCommon Stock | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-010413 · edgar.xml · nonDerivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 15:56 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | Disposition to issuerRestricted Stock Units · Derivative | 763 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-002065 · form.xml · derivative · entry 3 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 763 shares Expires not disclosed F1 · derivative.expiration_date: At the effective time of the sale, this RSU vested in full and was canceled in exchange for a cash amount equal to the purchase price. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 15:56 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | Disposition to issuerRestricted Stock Units · Derivative | 5,404 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-002065 · form.xml · derivative · entry 2 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,404 shares Expires not disclosed F1 · derivative.expiration_date: At the effective time of the sale, this RSU vested in full and was canceled in exchange for a cash amount equal to the purchase price. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 15:56 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | Disposition to issuerCommon Stock | 254 | $51.35 | $13,042.90 |
DisclosureSEC source: 0001246360-19-002065 · form.xml · nonDerivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: Disposed of pursuant to the sale of Wageworks to HealthEquity on August 30, 2019. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 14:42 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | Exercise / conversionRestricted Stock Units · Derivative | 254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001869 · form.xml · derivative · entry 2 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763 Underlying: Common Stock · 1,017 shares Expires not disclosed 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: Each RSU represents the right to receive, at settlement, one share of common stock. F1 · price: Each RSU represents the right to receive, at settlement, one share of common stock. F2 · derivative.expiration_date: On 7/1/2019, the reporting person was granted 1017 RSUs, vesting 25% quarterly over 1 year. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 14:42 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | Exercise / conversionCommon Stock | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001869 · form.xml · nonDerivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254 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 |
| July 01, 2019 Filed Jul 3, 2019 21:00 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | GrantRestricted Stock Units - Granted on July 1, 2019 · Derivative | 1,017 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001702 · form.xml · derivative · entry 2 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,421 Underlying: Common Stock · 1,017 shares Expires 2029-07-01 F3 · derivative.exercise_date: All of the restricted stock units are vesting in equal quarterly installments. F2 · derivative.underlying: Each restricted stock unit represents a contingent right to receive one share of WageWorks Inc. common stock. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:00 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | GrantRestricted Stock Units - Granted on July 1, 2019 · Derivative | 5,404 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001702 · form.xml · derivative · entry 1 Goode Carol · CIK 0001773131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,404 Underlying: Common Stock · 5,404 shares Expires 2029-07-01 F1 · derivative.exercise_date: The restricted stock units are equal, annual installments on each of the first 2 anniversaries of hire date. F2 · derivative.underlying: Each restricted stock unit represents a contingent right to receive one share of WageWorks Inc. common stock. 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.