Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCCS · Entity 4014 | See Remarks | October 21, 2021 | October 25, 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.
CCC Intelligent Solutions Holdings Inc.
Report date October 21, 2021 · Filed October 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 137,500 |
Reported balance
After 2021-10-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-10-21 · Grant · Acquired 137,500 · Balance 137,500 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 68,750 |
Reported balance
After 2021-10-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-21 · Grant · Acquired 68,750 · Balance 68,750 F2: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.
F2: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results.
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 |
|---|---|---|---|---|---|---|
| October 21, 2021 Filed Oct 25, 2021 16:35 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantPerformance Restricted Stock Unit · Derivative | 68,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027580 · form4.xml · derivative · entry 2 Callaghan Barrett · CIK 0001877106 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,750 Underlying: Common Stock · 68,750 shares Expires not disclosed F2 · security: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F2 · derivative.exercise_date: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F2 · derivative.expiration_date: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F2 · derivative.underlying_shares: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. Read SEC document |
| October 21, 2021 Filed Oct 25, 2021 16:35 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 137,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027580 · form4.xml · derivative · entry 1 Callaghan Barrett · CIK 0001877106 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,500 Underlying: Common Stock · 137,500 shares Expires not disclosed F1 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. 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.