Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPLUNK INCSPLK · Entity 92815 | Director · President and CEO | September 16, 2021 | September 20, 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.
SPLUNK INC
Report date September 16, 2021 · Filed September 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 259,505 |
Ending reported balance
After 2021-09-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-09-16 · Sale · Disposed 26,326 · Balance 260,705 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 7, 2020. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.00 to $151.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4. Row 2 · 2021-09-16 · Sale · Disposed 1,200 · Balance 259,505 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 7, 2020. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.00 to $152.27, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 7, 2020.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.00 to $151.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.00 to $152.27, inclusive.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CCC Intelligent Solutions Holdings Inc.
Report date July 30, 2021 · Filed August 02, 2021
Section 16 reporting ended · disclosed 2021-08-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,000 |
Reported balance
After 2021-07-30 transaction · row 1
1 source rowRow 1 · 2021-07-30 · Conversion · Acquired 75,000 · Balance 75,000 F1: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021. |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-07-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-30 · Conversion · Disposed 75,000 · Balance 0 F1: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the completion of the Issuer's initial business combination (the "Business Combination") pursuant to the Business Combination Agreement, as amended, dated February 2, 2021, by and among Dragoneer Growth Opportunities Corp. ("Dragoneer"), Chariot Opportunity Merger Sub, Inc., a wholly owned subsidiary of Dragoneer ("Merger Sub"), and Cypress Holdings, Inc. ("CCC"), the shares of Class B Ordinary Shares automatically converted into shares of Common Stock on a one-for-one basis for no additional consideration. As part of the Business Combination, Dragoneer changed its name to CCC Intelligent Solutions Holdings Inc. (the "Issuer") on July 30, 2021.
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 14, 2017 Filed Jun 14, 2017 18:55 UTC | SPLUNK INC SPLK · Entity 92815 | SaleCommon Stock | 10,125 | $58.01 | $587,351.25 |
DisclosureSEC source: 0001209191-17-039948 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,440 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 24, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.83 to $58.35, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 10, 2017 Filed Jun 13, 2017 19:34 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 11,055 | $57.81 | $639,089.55 |
DisclosureSEC source: 0001209191-17-039689 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,565 Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 16:31 UTC | SPLUNK INC SPLK · Entity 92815 | SaleCommon Stock | 14,867 | $61.83 | $919,226.61 |
DisclosureSEC source: 0001209191-17-026262 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,620 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 24, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.21 to $62.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 19:05 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 16,224 | $62.74 | $1,017,893.76 |
DisclosureSEC source: 0001209191-17-023958 · doc4.xml · nonDerivative · entry 2 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,487 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 19:05 UTC | SPLUNK INC SPLK · Entity 92815 | GrantCommon Stock | 103,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023958 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,711 F1 · shares: The reported shares are represented by performance units ("PSUs") earned pursuant to the terms of a performance unit award granted on March 9, 2016 reflecting the achievement of the related performance conditions. Thirty percent of the PSUs vest on March 29, 2017 and 5.83% of the PSUs shall vest quarterly thereafter on June 10th, September 10th, December 10th and March 10th of each year. Read SEC document |
| March 14, 2017 Filed Mar 14, 2017 19:44 UTC | SPLUNK INC SPLK · Entity 92815 | SaleCommon Stock | 14,097 | $60.78 | $856,815.66 |
DisclosureSEC source: 0001209191-17-020664 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,075 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 24, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.27 to $61.16, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 18:35 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 10,403 | $60.74 | $631,878.22 |
DisclosureSEC source: 0001209191-17-020289 · doc4.xml · nonDerivative · entry 2 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,172 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 18:35 UTC | SPLUNK INC SPLK · Entity 92815 | GrantCommon Stock | 53,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020289 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,575 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"). Twenty-five percent of the RSUs vest on March 10, 2018 and 1/16th of the RSUs shall vest quarterly thereafter. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 19:06 UTC | SPLUNK INC SPLK · Entity 92815 | SaleCommon Stock | 6,155 | $56.62 | $348,496.10 |
DisclosureSEC source: 0001209191-16-155256 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,242 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 24, 2016. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 16:14 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 6,720 | $56.21 | $377,731.20 |
DisclosureSEC source: 0001209191-16-154894 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,397 Read SEC document |
| September 14, 2016 Filed Sep 14, 2016 19:43 UTC | SPLUNK INC SPLK · Entity 92815 | SaleCommon Stock | 6,155 | $58.10 | $357,605.50 |
DisclosureSEC source: 0001209191-16-141475 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,117 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 24, 2016. Read SEC document |
| September 10, 2016 Filed Sep 13, 2016 20:06 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 6,720 | $60.18 | $404,409.60 |
DisclosureSEC source: 0001209191-16-141307 · doc4.xml · nonDerivative · entry 1 Merritt Douglas · CIK 0001290110 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,272 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.