Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELECTRONICS FOR IMAGING INCEFII · Entity 155906 | Director · CHIEF EXECUTIVE OFFICER | July 23, 2019 | July 23, 2019 |
| JABIL INCJBL · Entity 3138 | Chief Operating Officer | November 14, 2017 | November 16, 2017 |
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.
ELECTRONICS FOR IMAGING INC
Report date July 23, 2019 · Filed July 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-07-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-07-23 · Exercise / conversion · Acquired 240,775 · Balance 240,775 F1: Each restricted stock unit ("RSU") represented the right to receive, upon vesting of the unit, one share of the issuer's common stock. Pursuant to the Agreement and Plan of Merger by and among East Private Holdings II, LLC, East Merger Sub, Inc., and Electronics for Imaging, Inc., dated as of April 14, 2019 (the "Merger Agreement" and the transaction contemplated therein, the "Merger"), each of these RSUs was automatically cancelled and converted into the right to receive an amount in cash equal to $37.00 (the "Merger Consideration"). As provided in the Merger Agreement, the right to receive the Merger Consideration as to these RSUs remained subject to time-based and, in certain cases, performance-based vesting requirements following the Merger. Row 2 · 2019-07-23 · Disposition to issuer · Disposed 240,775 · Balance 0 F2: These shares were disposed of pursuant to the Merger Agreement, whereby each share of the issuer's common stock was automatically cancelled and converted into the right to receive the Merger Consideration. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-07-23 · Exercise / conversion · Disposed 240,775 · Balance 0 F1: Each restricted stock unit ("RSU") represented the right to receive, upon vesting of the unit, one share of the issuer's common stock. Pursuant to the Agreement and Plan of Merger by and among East Private Holdings II, LLC, East Merger Sub, Inc., and Electronics for Imaging, Inc., dated as of April 14, 2019 (the "Merger Agreement" and the transaction contemplated therein, the "Merger"), each of these RSUs was automatically cancelled and converted into the right to receive an amount in cash equal to $37.00 (the "Merger Consideration"). As provided in the Merger Agreement, the right to receive the Merger Consideration as to these RSUs remained subject to time-based and, in certain cases, performance-based vesting requirements following the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represented the right to receive, upon vesting of the unit, one share of the issuer's common stock. Pursuant to the Agreement and Plan of Merger by and among East Private Holdings II, LLC, East Merger Sub, Inc., and Electronics for Imaging, Inc., dated as of April 14, 2019 (the "Merger Agreement" and the transaction contemplated therein, the "Merger"), each of these RSUs was automatically cancelled and converted into the right to receive an amount in cash equal to $37.00 (the "Merger Consideration"). As provided in the Merger Agreement, the right to receive the Merger Consideration as to these RSUs remained subject to time-based and, in certain cases, performance-based vesting requirements following the Merger.
F2: These shares were disposed of pursuant to the Merger Agreement, whereby each share of the issuer's common stock was automatically cancelled and converted into the right to receive the Merger Consideration.
JABIL INC
Report date November 14, 2017 · Filed November 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 321,840 |
Reported balance
After 2017-11-14 transaction · row 1
1 source rowRow 1 · 2017-11-14 · Sale · Disposed 20,000 · Balance 321,840 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 300 |
Reported balance
Holding disclosure · report date 2017-11-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 300 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SYKES ENTERPRISES INC
Report date August 27, 2021 · Filed August 27, 2021
Section 16 reporting ended · disclosed 2021-08-27. 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 2021-08-27 transaction · row 1
1 source rowRow 1 · 2021-08-27 · Disposition to issuer · Disposed 31,518 · Balance 0 F1: Sykes Enterprises, Incorporated (the "Company) entered into an Agreement and Plan of Merger dated as of June 17, 2021 (the "Merger Agreement") by and among the Company, Sitel Worldwide Corporation, a Delaware corporation ("Parent") and Florida Mergersub, Inc., a Florida corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On August 27, 2021, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and restricted stock units that were outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $54.00, without interest and is subject to any applicable withholding taxes. F2: Represents 29,436 shares of Common Stock and 2,082 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $54.00, without interest and subject to any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Sykes Enterprises, Incorporated (the "Company) entered into an Agreement and Plan of Merger dated as of June 17, 2021 (the "Merger Agreement") by and among the Company, Sitel Worldwide Corporation, a Delaware corporation ("Parent") and Florida Mergersub, Inc., a Florida corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On August 27, 2021, Merger Sub merged with and into the Company, the separate corporate existence of Merger Sub ceased and the Company survived the merger as a direct wholly owned subsidiary of Parent. Pursuant to the terms of the Merger Agreement, each share of Company common stock and restricted stock units that were outstanding as of the closing of the merger was converted into the right to receive an amount in cash equal to $54.00, without interest and is subject to any applicable withholding taxes.
F2: Represents 29,436 shares of Common Stock and 2,082 restricted stock units held by the Reporting Person. In connection with the closing of the transactions contemplated by the Merger Agreement, each share of Common Stock held by the Reporting Person and each share of Common Stock underlying a restricted stock unit subject to time-based vesting that was outstanding as of the closing of the merger was converted into the right of the Reporting Person to receive a cash payment of $54.00, without interest and subject to any applicable withholding taxes.
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, 2017 Filed Mar 2, 2017 19:38 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 10,000 | $25.71 | $257,100.00 |
DisclosureSEC source: 0001225208-17-005241 · doc4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,085 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 09:27 UTC | SYKES ENTERPRISES INC SYKE · Entity 135946 | GrantCommon Stock | 862 | $28.72 | $24,756.64 |
DisclosureSEC source: 0001127602-17-007144 · form4.xml · nonDerivative · entry 2 MUIR WILLIAM D JR · CIK 0001196747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,157 Read SEC document |
| February 20, 2017 Filed Feb 21, 2017 09:27 UTC | SYKES ENTERPRISES INC SYKE · Entity 135946 | GrantCommon Stock | 243 | $28.72 | $6,978.96 |
DisclosureSEC source: 0001127602-17-007144 · form4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,295 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 16:19 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 10,000 | $25.40 | $254,000.00 |
DisclosureSEC source: 0001225208-17-003087 · doc4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,085 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 21, 2016 Filed Nov 21, 2016 16:46 UTC | SYKES ENTERPRISES INC SYKE · Entity 135946 | GrantCommon Stock | 243 | $27.88 | $6,774.84 |
DisclosureSEC source: 0001127602-16-067884 · form4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,052 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 06:50 UTC | SYKES ENTERPRISES INC SYKE · Entity 135946 | GrantCommon Stock | 862 | $27.80 | $23,963.60 |
DisclosureSEC source: 0001127602-16-067693 · form4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,809 Read SEC document |
| October 20, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 84,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040667 · doc4.xml · nonDerivative · entry 3 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,090 Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 22:22 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 49,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040726 · doc4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,298 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on specified performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on cumulative adjusted core earnings per share for FY2017 through FY2019. The award has an "overdrive" feature that provides that if cumulative adjusted core earnings per share for FY2017 through FY2019 is in excess of a specified amount the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued upon vesting of the award if the maximum target is met. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 33,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040667 · doc4.xml · nonDerivative · entry 2 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,303 F2 · security: This represents the grant of a restricted stock unit award. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The restricted stock units will become vested at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/19/16), and 30% of the shares on the 2nd anniversary of the date of grant, and the remaining 40% of the shares on the 3rd anniversary of the date of grant, provided that in all instances the reporting person is an employee of, or consultant (as defined in the Plan) to the Company or subsidiary; provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 66,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040667 · doc4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,973 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on comparisons of the Company's total shareholder return and the S&P Supercomposite Technology Hardware and Equipment Index during each of FY17, FY18 and FY19. The award has an "overdrive" feature that provides that if the level of performance attained is in excess of a specified percentile the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 17, 2016 Filed Oct 18, 2016 23:30 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 103,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040596 · doc4.xml · nonDerivative · entry 3 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,076 Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:58 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,763 | $21.26 | $80,001.38 |
DisclosureSEC source: 0001225208-16-040605 · doc4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,498 Read SEC document |
| October 16, 2016 Filed Oct 18, 2016 23:30 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 2,895 | $21.26 | $61,547.70 |
DisclosureSEC source: 0001225208-16-040596 · doc4.xml · nonDerivative · entry 2 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,261 Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 23:30 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,009 | $21.31 | $64,121.79 |
DisclosureSEC source: 0001225208-16-040596 · doc4.xml · nonDerivative · entry 1 MUIR WILLIAM D JR · CIK 0001196747 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,156 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.