Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C3.ai, Inc.AI · Entity 2413 | Chief Financial Officer | December 20, 2021 | December 22, 2021 |
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.
C3.ai, Inc.
Report date December 20, 2021 · Filed December 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 180,000 |
Reported balance
After 2021-12-20 transaction · row 1
1 source rowRow 1 · 2021-12-20 · Grant · Acquired 180,000 · Balance 180,000 F1: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. Twenty percent (20%) of each such RSU award shall vest on December 15, 2022 and five percent (5%) of each such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.64 · Expires 2031-12-20 | Direct | 270,000 |
Reported balance
After 2021-12-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-21 · Grant · Acquired 270,000 · Balance 270,000 F2: Twenty percent (20%) of the shares subject to the option grant vest on December 15, 2022, and the remaining eighty percent (80%) of each such grant vests on a monthly basis for the following four years, so long as the Reporting Person continues to provide services through such vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. Twenty percent (20%) of each such RSU award shall vest on December 15, 2022 and five percent (5%) of each such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date.
F2: Twenty percent (20%) of the shares subject to the option grant vest on December 15, 2022, and the remaining eighty percent (80%) of each such grant vests on a monthly basis for the following four years, so long as the Reporting Person continues to provide services through such vesting dates.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Telenav, Inc.
Report date February 17, 2021 · Filed February 19, 2021
Section 16 reporting ended · disclosed 2021-02-19. 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 2021-02-17 transaction · row 1
1 source rowRow 1 · 2021-02-17 · Disposition to issuer · Disposed 26,363 · Balance 0 F1: Each outstanding share of the Common Stock of the Issuer was converted into the right to receive $4.80 per share in cash, as described in the Agreement and Plan of Merger ("Merger Agreement") dated as of February 17, 2021, a copy of which is filed as Exhibit 99.1 to the Issuer's Form 8-K filed with the SEC on February 17, 2021. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-10-01 | Direct | 0 |
Reported balance
After 2021-02-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-02-17 · Disposition to issuer · Disposed 60,000 · Balance 0 F2: These securities were performance-based restricted stock units ("PSUs") that represented the Reporting Person's right to receive Common Stock of the Issuer. The PSUs were cancelled without any further consideration, as described in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each outstanding share of the Common Stock of the Issuer was converted into the right to receive $4.80 per share in cash, as described in the Agreement and Plan of Merger ("Merger Agreement") dated as of February 17, 2021, a copy of which is filed as Exhibit 99.1 to the Issuer's Form 8-K filed with the SEC on February 17, 2021.
F2: These securities were performance-based restricted stock units ("PSUs") that represented the Reporting Person's right to receive Common Stock of the Issuer. The PSUs were cancelled without any further consideration, as described in the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| December 21, 2021 Filed Dec 22, 2021 22:40 UTC | C3.ai, Inc. AI · Entity 2413 | GrantStock Option (Right to Buy) · Derivative | 270,000 | $0.00 Strike: $33.64 | $0.00 |
DisclosureSEC source: 0001209191-21-070973 · doc4.xml · derivative · entry 2 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,000 Underlying: Class A Common Stock · 270,000 shares Expires 2031-12-20 F2 · derivative.exercise_date: Twenty percent (20%) of the shares subject to the option grant vest on December 15, 2022, and the remaining eighty percent (80%) of each such grant vests on a monthly basis for the following four years, so long as the Reporting Person continues to provide services through such vesting dates. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 22:40 UTC | C3.ai, Inc. AI · Entity 2413 | GrantClass A Common Stock | 180,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070973 · doc4.xml · nonDerivative · entry 1 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. Twenty percent (20%) of each such RSU award shall vest on December 15, 2022 and five percent (5%) of each such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 14:30 UTC | Telenav, Inc. TNAV · Entity 142422 | Disposition to issuerPerformance Stock Units · Derivative | 60,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002104 · marketforms-51521.xml · derivative · entry 2 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2024-10-01 F2 · derivative.exercise_date: These securities were performance-based restricted stock units ("PSUs") that represented the Reporting Person's right to receive Common Stock of the Issuer. The PSUs were cancelled without any further consideration, as described in the Merger Agreement. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 14:30 UTC | Telenav, Inc. TNAV · Entity 142422 | Disposition to issuerCommon Stock | 26,363 | $4.80 | $126,542.40 |
DisclosureSEC source: 0001214659-21-002104 · marketforms-51521.xml · nonDerivative · entry 1 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Each outstanding share of the Common Stock of the Issuer was converted into the right to receive $4.80 per share in cash, as described in the Agreement and Plan of Merger ("Merger Agreement") dated as of February 17, 2021, a copy of which is filed as Exhibit 99.1 to the Issuer's Form 8-K filed with the SEC on February 17, 2021. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 18:31 UTC | Telenav, Inc. TNAV · Entity 142422 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-010172 · marketforms-50515.xml · derivative · entry 3 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 10,000 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. F2 · security: Each RSU represents a contingent right to receive one share of Telenav, Inc.'s common stock. F3 · derivative.exercise_date: The shares subject to the RSU award will vest in equal quarterly installments, with the first installment vesting as of December 1, 2020 and the last installment vesting as of September 1, 2023 (subject to the Reporting Person's continued service with the Issuer through such respective vesting date) F3 · derivative.expiration_date: The shares subject to the RSU award will vest in equal quarterly installments, with the first installment vesting as of December 1, 2020 and the last installment vesting as of September 1, 2023 (subject to the Reporting Person's continued service with the Issuer through such respective vesting date) Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 18:31 UTC | Telenav, Inc. TNAV · Entity 142422 | Tax withholdingCommon Stock | 3,458 | $4.79 | $16,563.82 |
DisclosureSEC source: 0001214659-20-010172 · marketforms-50515.xml · nonDerivative · entry 2 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,363 F1 · kind: Transaction represents tax withholding in connection with the vesting of the restricted stock units (RSUs) awarded to the Reporting Person. In an exempt disposition to the Issuer under rule 16b-3(e), the Issuer withheld shares otherwise to be delivered to the Reporting Person in connection with the satisfaction of the Issuer's estimate of the Reporting Person's minimum statutory tax withholding requirement arising from the vesting of such shares under a previously reported award of restricted stock units. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 18:31 UTC | Telenav, Inc. TNAV · Entity 142422 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-010172 · marketforms-50515.xml · nonDerivative · entry 1 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,821 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 |
| September 23, 2020 Filed Sep 25, 2020 17:08 UTC | Telenav, Inc. TNAV · Entity 142422 | GrantRestricted Stock Unit · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-008120 · marketforms-49759.xml · derivative · entry 2 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of Telenav, Inc.'s common stock. F3 · derivative.exercise_date: The shares subject to the RSU award are earned based on achievement of pre-determined appreciation in the per-share price for the Issuer's common stock, measured by the average of the Issuer's closing share price as reported on Nasdaq over a respective trailing 30-trading days (a stock price hurdle, or "SPH"). Shares subject to the applicable SPH then vest in four successive quarterly installments (subject to the Reporting Person's continued service with the Issuer through such respective vesting date). To the extent an SPH is not met on or prior to October 1, 2024 (extended to October 1, 2025, in the event of an intervening change in control involving the Issuer), the unvested portion of the RSU award applicable to that SPH is cancelled. F3 · derivative.expiration_date: The shares subject to the RSU award are earned based on achievement of pre-determined appreciation in the per-share price for the Issuer's common stock, measured by the average of the Issuer's closing share price as reported on Nasdaq over a respective trailing 30-trading days (a stock price hurdle, or "SPH"). Shares subject to the applicable SPH then vest in four successive quarterly installments (subject to the Reporting Person's continued service with the Issuer through such respective vesting date). To the extent an SPH is not met on or prior to October 1, 2024 (extended to October 1, 2025, in the event of an intervening change in control involving the Issuer), the unvested portion of the RSU award applicable to that SPH is cancelled. Read SEC document |
| September 23, 2020 Filed Sep 25, 2020 17:08 UTC | Telenav, Inc. TNAV · Entity 142422 | GrantRestricted Stock Unit · Derivative | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-008120 · marketforms-49759.xml · derivative · entry 1 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of Telenav, Inc.'s common stock. F2 · derivative.exercise_date: The shares subject to the RSU award will vest in equal quarterly installments, with the first installment vesting as of December 1, 2020 and the last installment vesting as of September 1, 2023 (subject to the Reporting Person's continued service with the Issuer through such respective vesting date). F2 · derivative.expiration_date: The shares subject to the RSU award will vest in equal quarterly installments, with the first installment vesting as of December 1, 2020 and the last installment vesting as of September 1, 2023 (subject to the Reporting Person's continued service with the Issuer through such respective vesting date). Read SEC document |
| July 10, 2020 Filed Jul 13, 2020 16:45 UTC | Telenav, Inc. TNAV · Entity 142422 | Exercise / conversionRestricted Stock Unit · Derivative | 30,212 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-006281 · marketforms-49212.xml · derivative · entry 3 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,634 Underlying: Common Stock · 30,212 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: The restricted stock unit vests as to 1/4 of the shares underlying the restricted stock unit on each annual anniversary of the vesting commencement date which is July 10, 2019. F3 · derivative.expiration_date: The restricted stock unit vests as to 1/4 of the shares underlying the restricted stock unit on each annual anniversary of the vesting commencement date which is July 10, 2019. Read SEC document |
| July 10, 2020 Filed Jul 13, 2020 16:45 UTC | Telenav, Inc. TNAV · Entity 142422 | Tax withholdingCommon Stock | 10,391 | $5.13 | $53,305.83 |
DisclosureSEC source: 0001214659-20-006281 · marketforms-49212.xml · nonDerivative · entry 2 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,821 F1 · kind: Transaction represents tax withholding in connection with the vesting of the restricted stock units awarded to the Reporting Person. In an exempt disposition to the Issuer under rule 16b-3(e), the Issuer withheld shares otherwise to be delivered to the Reporting Person in connection with the satisfaction of the Issuer's estimate of the Reporting Person's minimum statutory tax withholding requirement arising from the vesting of such shares under a previously reported award of restricted stock units. Read SEC document |
| July 10, 2020 Filed Jul 13, 2020 16:45 UTC | Telenav, Inc. TNAV · Entity 142422 | Exercise / conversionCommon Stock | 30,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-006281 · marketforms-49212.xml · nonDerivative · entry 1 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,212 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 29, 2019 Filed Jul 31, 2019 18:42 UTC | Telenav, Inc. TNAV · Entity 142422 | GrantRestricted Stock Unit · Derivative | 120,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001781910-19-000003 · primary_doc.xml · derivative · entry 1 Manzoor Adeel · CIK 0001781910 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,846 Underlying: Common Stock · 120,846 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock unit vests as to 1/4 of the shares underlying the restricted stock unit on each annual anniversary of the vesting commencement date which is July 10, 2019. F2 · derivative.expiration_date: The restricted stock unit vests as to 1/4 of the shares underlying the restricted stock unit on each annual anniversary of the vesting commencement date which is July 10, 2019. 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.