Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vistance Networks, Inc.COMM · Entity 4717 | SVP & Chief Accounting Officer | March 01, 2022 | March 03, 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.
Vistance Networks, Inc.
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,870 |
Last balance in matching sequence
After 2022-03-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-03-01 · Grant · Acquired 16,700 · Balance 77,051 F1: Reflects restricted stock units that will vest ratably on 06/01/2023, 06/01/2024 and 06/01/2025, subject to the reporting person's continued employment with the issuer. F2: As previously reported, includes (a) 3,250 restricted stock units that were granted on 02/01/2021 and will vest on 02/01/2023; (b) 9,773 restricted stock units that were granted 06/01/2020 and will vest on 03/01/2023; and (c) 19,379 restricted stock units that were granted on 06/01/2021 and will vest ratably on 06/01/2022, 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with the issuer. Row 2 · 2022-03-01 · Tax withholding · Disposed 3,181 · Balance 73,870 F2: As previously reported, includes (a) 3,250 restricted stock units that were granted on 02/01/2021 and will vest on 02/01/2023; (b) 9,773 restricted stock units that were granted 06/01/2020 and will vest on 03/01/2023; and (c) 19,379 restricted stock units that were granted on 06/01/2021 and will vest ratably on 06/01/2022, 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units that will vest ratably on 06/01/2023, 06/01/2024 and 06/01/2025, subject to the reporting person's continued employment with the issuer.
F2: As previously reported, includes (a) 3,250 restricted stock units that were granted on 02/01/2021 and will vest on 02/01/2023; (b) 9,773 restricted stock units that were granted 06/01/2020 and will vest on 03/01/2023; and (c) 19,379 restricted stock units that were granted on 06/01/2021 and will vest ratably on 06/01/2022, 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with 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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 3, 2022 16:21 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 3,181 | $8.68 | $27,611.08 |
DisclosureSEC source: 0001209191-22-015419 · doc4.xml · nonDerivative · entry 2 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,870 F2 · balance_after: As previously reported, includes (a) 3,250 restricted stock units that were granted on 02/01/2021 and will vest on 02/01/2023; (b) 9,773 restricted stock units that were granted 06/01/2020 and will vest on 03/01/2023; and (c) 19,379 restricted stock units that were granted on 06/01/2021 and will vest ratably on 06/01/2022, 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:21 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 16,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015419 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,051 F1 · shares: Reflects restricted stock units that will vest ratably on 06/01/2023, 06/01/2024 and 06/01/2025, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 3,250 restricted stock units that were granted on 02/01/2021 and will vest on 02/01/2023; (b) 9,773 restricted stock units that were granted 06/01/2020 and will vest on 03/01/2023; and (c) 19,379 restricted stock units that were granted on 06/01/2021 and will vest ratably on 06/01/2022, 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 16:03 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 1,138 | $9.60 | $10,924.80 |
DisclosureSEC source: 0001209191-22-006335 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,351 F1 · balance_after: As previously reported, includes (a) 3,250 restricted stock units that were granted on 02/01/2021 and will vest on 02/01/2023; (b) 19,546 restricted stock units that were granted on 06/01/2020 and will vest on 03/01/2022 and 03/01/2023; and (c) 19,379 restricted stock units that were granted on 06/01/2021 and will vest equally on 06/01/2022, 06/01/2023 and 06/01/2024; each subject to the reporting person's continued employment with the issuer. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 16:07 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 19,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037617 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,489 F1 · shares: Reflects restricted stock units that will vest equally on 06/01/2022, 06/01/2023 and 06/01/2024, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 6,500 restricted stock units that were granted on 02/01/2021 and will vest equally on 02/01/2022 and 02/01/2023; and (b) 19,546 restricted stock units that were granted on 06/01/2020 and will vest on 03/01/2022 and 03/01/2023, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 16:14 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 3,666 | $15.21 | $55,759.86 |
DisclosureSEC source: 0001209191-21-015878 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,110 F1 · balance_after: As previously reported, includes (a) 6,500 restricted stock units that were granted on 02/01/2021 and will vest equally on 02/01/2022 and 02/01/2023; and (b) 19,546 restricted stock units that were granted on 06/01/2020 and will vest on 03/01/2022 and 03/01/2023, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 17:51 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006873 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,776 F1 · shares: Reflects restricted stock units that will vest equally on 02/01/2022 and 02/01/2023, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 709 restricted stock units that were granted on 09/04/2018 and will vest on 03/01/2021; (b) 997 restricted stock units that were granted on 03/01/2018 and will vest on 03/01/2021; and (c) 9,772 restricted stock units that were granted on 03/01/2020 and will vest on 03/01/2021; and (d) 19,546 restricted stock units that were granted on 06/01/2020 and will vest on 03/01/2022 and 03/01/2023, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 16:11 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 19,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033488 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,276 F1 · shares: Reflects restricted stock units that will vest equally on 03/01/2022 and 03/01/2023, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 709 restricted stock units that were granted on 09/04/2018 and will vest on 03/01/2021; (b) 997 restricted stock units that were granted on 03/01/2018 and will vest on 03/01/2021; and (c) 9,772 restricted stock units that were granted on 03/01/2020 and will vest on 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 17:04 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 9,772 | $11.01 | $107,589.72 |
DisclosureSEC source: 0001209191-20-014571 · doc4.xml · nonDerivative · entry 3 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,730 F2 · acquired: Reflects restricted stock units that will vest on 03/01/2021, subject to the reporting person's continued employment with the issuer. F1 · balance_after: As previously reported, includes (a) 709 restricted stock units that were granted on 09/04/2018 and will vest on 03/01/2021 and (b) 997 restricted stock units that were granted on 03/01/2018 and will vest on 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 17:04 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 832 | $11.01 | $9,160.32 |
DisclosureSEC source: 0001209191-20-014571 · doc4.xml · nonDerivative · entry 2 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,958 F1 · balance_after: As previously reported, includes (a) 709 restricted stock units that were granted on 09/04/2018 and will vest on 03/01/2021 and (b) 997 restricted stock units that were granted on 03/01/2018 and will vest on 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 17:04 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 331 | $10.78 | $3,568.18 |
DisclosureSEC source: 0001209191-20-014571 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,790 F1 · balance_after: As previously reported, includes (a) 709 restricted stock units that were granted on 09/04/2018 and will vest on 03/01/2021 and (b) 997 restricted stock units that were granted on 03/01/2018 and will vest on 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| May 15, 2019 Filed May 17, 2019 17:06 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantStock Option (right to buy) · Derivative | 25,650 | $0.00 Strike: $18.60 | $0.00 |
DisclosureSEC source: 0001209191-19-031021 · doc4.xml · derivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,650 Underlying: Common Stock · 25,650 shares Expires 2029-05-15 F1 · derivative.exercise_date: Represents options that will vest equally on 03/01/2020, 03/01/2021, 03/01/2022, 03/01/2023 and 03/01/2024, subject to the terms of the award agreement and the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:32 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016520 · doc4.xml · nonDerivative · entry 2 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,121 F2 · acquired: On September 4, 2018, the reporting person was granted 1,062 performance share units, which number could be increased or decreased based upon the Company's satisfaction of certain performance criteria during the applicable performance period. The performance criteria were met at a level between threshold and target, resulting in a total of 666 performance share units earned, which will vest on 03/01/2020, subject to the reporting person's continued employment with the issuer. F1 · balance_after: As previously reported, includes (a) 1,417 restricted stock units that were granted on 09/04/2018 and will vest ratably on 03/01/2020 and 03/01/2021; (b) 944 restricted stock units that were granted on 02/27/2017 and will vest on 02/27/2020; and (c) 1,994 restricted stock units that were granted on 03/01/2018 and will vest ratably on 03/01/2020 and 03/01/2021, subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:32 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 597 | $23.42 | $13,981.74 |
DisclosureSEC source: 0001209191-19-016520 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,455 F1 · balance_after: As previously reported, includes (a) 1,417 restricted stock units that were granted on 09/04/2018 and will vest ratably on 03/01/2020 and 03/01/2021; (b) 944 restricted stock units that were granted on 02/27/2017 and will vest on 02/27/2020; and (c) 1,994 restricted stock units that were granted on 03/01/2018 and will vest ratably on 03/01/2020 and 03/01/2021, subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 16:16 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 331 | $24.10 | $7,977.10 |
DisclosureSEC source: 0001209191-19-014956 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,052 F1 · balance_after: Includes (a) 2,125 restricted stock units that were granted on 09/04/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021; (b) 944 restricted stock units that were granted on 02/27/2017 and will vest on 02/27/2020 and (c) 2,990 restricted stock units that were granted on 03/01/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 16:15 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 294 | $23.82 | $7,003.08 |
DisclosureSEC source: 0001209191-19-013490 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,383 F1 · balance_after: Includes (a) 2,125 restricted stock units that were granted on 09/04/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021; (b) 1,887 restricted stock units that were granted on 02/27/2017 and will vest ratably on 02/27/2019 and 02/27/2020 and (c) 2,990 restricted stock units that were granted on 03/01/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 16:14 UTC | Vistance Networks, Inc. COMM · Entity 4717 | PurchaseCommon Stock | 2,250 | $18.64 | $41,939.10 |
DisclosureSEC source: 0001209191-18-058515 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,677 F1 · balance_after: As previously reported, includes (a) 2,125 restricted stock units that granted on 09/04/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021; (b) 838 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (c) 1,887 restricted stock units that were granted on 02/27/2017 and will vest ratably on 02/27/2019 and 02/27/2020, and (d) 2,990 restricted stock units that were granted on 03/01/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 16:16 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantStock Option (Right to Buy) · Derivative | 5,473 | $0.00 Strike: $31.36 | $0.00 |
DisclosureSEC source: 0001209191-18-049533 · doc4.xml · derivative · entry 2 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,473 Underlying: Common Stock · 5,473 shares Expires 2028-09-04 F3 · derivative.exercise_date: The option vests in three equal installments on 03/01/2019, 03/01/2020 and 03/01/2021, subject to the reporting person's continued employment with the issuer. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 16:16 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 2,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049533 · doc4.xml · nonDerivative · entry 1 Clark Brooke B. · CIK 0001749670 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,427 F1 · acquired: Reflects restricted stock units that vest in three equal installments on 03/01/2019, 03/01/2020 and 03/01/2021, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 838 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (b) 1,887 restricted stock units that were granted on 02/27/2017 and will vest ratably on 02/27/2019 and 02/27/2020, and (c) 2,990 restricted stock units that were granted on 03/01/2018 and will vest equally on 03/01/2019, 03/01/2020 and 03/01/2021, each subject to the reporting person's continued employment with the issuer. 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.