Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paymentus Holdings, Inc.PAY · Entity 3983 | General Counsel and Secretary | August 09, 2021 | August 11, 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.
Paymentus Holdings, Inc.
Report date August 09, 2021 · Filed August 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,879 |
Reported balance
After 2021-08-09 transaction · row 1
1 source rowRow 1 · 2021-08-09 · Grant · Acquired 4,165 · Balance 39,879 F1: Represents restricted stock units ("RSUs") granted pursuant to the 2021 Equity Incentive Plan. One fourth (1/4th) of the RSUs shall vest on May 15, 2022, and one sixteenth (1/16th) of the RSUs shall vest on a quarterly basis thereafter on each subsequent, consecutive Quarterly Vesting Date. Quarterly Vesting Dates with respect to any calendar year means February 15, May 15, August 15 and November 15. Any Quarterly Vesting Date that is scheduled to occur on a day that is not a Trading Day, shall be deemed to occur on the next Trading Day. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted pursuant to the 2021 Equity Incentive Plan. One fourth (1/4th) of the RSUs shall vest on May 15, 2022, and one sixteenth (1/16th) of the RSUs shall vest on a quarterly basis thereafter on each subsequent, consecutive Quarterly Vesting Date. Quarterly Vesting Dates with respect to any calendar year means February 15, May 15, August 15 and November 15. Any Quarterly Vesting Date that is scheduled to occur on a day that is not a Trading Day, shall be deemed to occur on the next Trading Day.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apptio Inc
Report date January 10, 2019 · Filed January 11, 2019
Section 16 reporting ended · disclosed 2019-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 1
1 source rowRow 1 · 2019-01-10 · Disposition to issuer · Disposed 50,630 · Balance 0 F1: Includes 43,280 unvested restricted stock units that represent contingent rights to receive 43,280 shares of Issuer's Class A Common Stock and which were cancelled and automatically converted into the right to receive $38.00 per share on the same vesting terms as immediately prior to the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger" Agreement"). F2: Includes 7,350 unvested performance restricted stock units that represent contingent rights to receive 7,350 shares of Issuer's Class A Common Stock and which were cancelled and automatically converted into the right to receive $38.00 per share on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F3: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.55 · Expires 2025-02-19 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-10 · Disposition to issuer · Disposed 2,084 · Balance 0 F4: Includes 1,563 options which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F5: Includes 521 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F6: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.99 · Expires 2025-05-06 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-01-10 · Disposition to issuer · Disposed 1,563 · Balance 0 F7: Includes 1,250 options which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F8: Includes 313 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F9: 1/4th of the shares subject to the option became vested and exercisable on May 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-01-10 · Disposition to issuer · Disposed 3,341 · Balance 0 F10: Consists of unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F11: 1/8th of the shares subject to the option shall be come vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-01-10 · Disposition to issuer · Disposed 7,133 · Balance 0 F12: Includes 730 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F13: Includes 6,403 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F11: 1/8th of the shares subject to the option shall be come vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.04 · Expires 2027-05-12 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-01-10 · Disposition to issuer · Disposed 4,038 · Balance 0 F14: Consists of unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F15: 1/4th of the shares subject to the option became vested and exercisable on May 15, 2018 and 1/16th of the remaining shares vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.64 · Expires 2024-09-29 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-01-10 · Disposition to issuer · Disposed 2,084 · Balance 0 F16: Consists of vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F17: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.55 · Expires 2025-02-19 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-01-10 · Disposition to issuer · Disposed 1,562 · Balance 0 F16: Consists of vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F18: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.99 · Expires 2025-05-06 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-01-10 · Disposition to issuer · Disposed 937 · Balance 0 F16: Consists of vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F19: 1/4th of the shares subject to the option became vested and exercisable on May 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-01-10 · Disposition to issuer · Disposed 7,451 · Balance 0 F20: Includes 2,187 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F21: Includes 5,264 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F22: 1/8th of the shares subject to the option shall be come vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-01-10 · Disposition to issuer · Disposed 14,889 · Balance 0 F23: Includes 2,917 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F24: Includes 11,972 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F22: 1/8th of the shares subject to the option shall be come vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.04 · Expires 2027-05-12 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-01-10 · Disposition to issuer · Disposed 18,169 · Balance 0 F25: Includes 2,019 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F26: Includes 16,150 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the on the same vesting terms as immediately prior to the consummation of the Merger Agreement. F15: 1/4th of the shares subject to the option became vested and exercisable on May 15, 2018 and 1/16th of the remaining shares vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 43,280 unvested restricted stock units that represent contingent rights to receive 43,280 shares of Issuer's Class A Common Stock and which were cancelled and automatically converted into the right to receive $38.00 per share on the same vesting terms as immediately prior to the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger" Agreement").
F2: Includes 7,350 unvested performance restricted stock units that represent contingent rights to receive 7,350 shares of Issuer's Class A Common Stock and which were cancelled and automatically converted into the right to receive $38.00 per share on the same vesting terms as immediately prior to the consummation of the Merger Agreement.
F3: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.
F4: Includes 1,563 options which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F5: Includes 521 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F6: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter.
F7: Includes 1,250 options which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F8: Includes 313 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F9: 1/4th of the shares subject to the option became vested and exercisable on May 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter.
F10: Consists of unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement.
F11: 1/8th of the shares subject to the option shall be come vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months.
F12: Includes 730 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F13: Includes 6,403 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement.
F14: Consists of unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement.
F15: 1/4th of the shares subject to the option became vested and exercisable on May 15, 2018 and 1/16th of the remaining shares vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting date.
F16: Consists of vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F17: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter.
F18: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter.
F19: 1/4th of the shares subject to the option became vested and exercisable on May 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter.
F20: Includes 2,187 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F21: Includes 5,264 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the same vesting terms as immediately prior to the consummation of the Merger Agreement.
F22: 1/8th of the shares subject to the option shall be come vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option shall vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option shall become vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months.
F23: Includes 2,917 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F24: Includes 11,972 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the on the same vesting terms as immediately prior to the consummation of the Merger Agreement.
F25: Includes 2,019 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F26: Includes 16,150 unvested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes, on the on the same vesting terms as immediately prior to the consummation of 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 |
|---|---|---|---|---|---|---|
| February 12, 2018 Filed Feb 14, 2018 19:13 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 6,250 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001209191-18-010179 · doc4.xml · derivative · entry 6 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,667 Underlying: Class B Common Stock · 6,250 shares Expires 2024-09-29 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. F9 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 19:13 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 13,125 | $24.66 | $323,655.94 |
DisclosureSEC source: 0001209191-18-010179 · doc4.xml · nonDerivative · entry 5 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F6 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F7 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.41 to $24.885. 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 above. F8 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 19:13 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 4,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010179 · doc4.xml · nonDerivative · entry 4 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,475 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F5 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 13,125 shares of Class A Common Stock. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 19:13 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010179 · doc4.xml · nonDerivative · entry 3 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,100 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F4 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 8,750 shares of Class A Common Stock. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 19:13 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010179 · doc4.xml · nonDerivative · entry 2 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,163 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F3 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 7,813 shares of Class A Common Stock. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 19:13 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010179 · doc4.xml · nonDerivative · entry 1 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,600 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F2 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 6,250 shares of Class A Common Stock. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 22,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 22 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 22,503 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 22,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 21 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,503 Underlying: Class A Common Stock · 22,503 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 22,503 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 20 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,397 Underlying: Class B Common Stock · 22,503 shares Expires 2025-11-05 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. F10 · derivative.exercise_date: 1/8th of the shares subject to the option became vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option became vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 9,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 19 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,375 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 9,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 18 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 Underlying: Class A Common Stock · 9,375 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 9,375 | $0.00 Strike: $13.99 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 17 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Class B Common Stock · 9,375 shares Expires 2025-05-06 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. F14 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on May 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 16,145 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 16 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 16,145 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 16,145 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 15 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,145 Underlying: Class A Common Stock · 16,145 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 16,145 | $0.00 Strike: $13.55 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 14 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,855 Underlying: Class B Common Stock · 16,145 shares Expires 2025-02-19 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. F13 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on April 1, 2016 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 12,332 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 13 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,332 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 12,332 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 12 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,332 Underlying: Class A Common Stock · 12,332 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 12,332 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 11 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,917 Underlying: Class B Common Stock · 12,332 shares Expires 2024-09-29 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. F12 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 60,355 | $22.65 | $1,366,938.15 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 7 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F9 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.50 to $22.81. 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 above. F4 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 22,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 6 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,705 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F8 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 60,355 shares of Class A Common Stock. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 5 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,202 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F7 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 37,852 shares of Class A Common Stock. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 16,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 4 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,827 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F6 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 28,477 shares of Class A Common Stock. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 12,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 3 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,682 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F5 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 12,332 shares of Class A Common Stock. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 10 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 100 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 9 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Underlying: Class A Common Stock · 100 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. F11 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F11 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 100 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · derivative · entry 8 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,900 Underlying: Class B Common Stock · 100 shares Expires 2025-11-05 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. F10 · derivative.exercise_date: 1/8th of the shares subject to the option became vested and exercisable on May 1, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. 1/8th of the shares subject to the option became vested and exercisable on September 29, 2017 and 1/96th of the shares subject to the option vest monthly thereafter for the next 36 months. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 100 | $22.50 | $2,250.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 2 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F4 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 20:11 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062639 · doc4.xml · nonDerivative · entry 1 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,450 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F2 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 100 shares of Class A Common Stock. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 21,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · derivative · entry 10 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 21,823 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. F9 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 21,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · derivative · entry 9 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,823 Underlying: Class A Common Stock · 21,823 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. F9 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 21,823 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · derivative · entry 8 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,249 Underlying: Class B Common Stock · 21,823 shares Expires 2024-09-29 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. F8 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 21,823 | $22.56 | $492,431.63 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · nonDerivative · entry 4 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.50 to $22.65. F5 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 21,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · nonDerivative · entry 3 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,173 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F6 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 21,823 shares of Class A Common Stock. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 6,514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · derivative · entry 7 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,514 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. F9 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 6,514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · derivative · entry 6 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,514 Underlying: Class A Common Stock · 6,514 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. F9 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 6,514 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · derivative · entry 5 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,072 Underlying: Class B Common Stock · 6,514 shares Expires 2024-09-29 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. F8 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 6,514 | $22.51 | $146,614.51 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · nonDerivative · entry 2 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.50 to $22.57. 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 (4) and (7) to this Form 4. F5 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 18:38 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 6,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061867 · doc4.xml · nonDerivative · entry 1 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,864 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F2 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 6,514 shares of Class A Common Stock. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 18:55 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 37 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060728 · doc4.xml · derivative · entry 5 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 37 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. F6 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F6 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F6 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 18:55 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 37 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060728 · doc4.xml · derivative · entry 4 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37 Underlying: Class A Common Stock · 37 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. F6 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F6 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F6 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 18:55 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 37 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001209191-17-060728 · doc4.xml · derivative · entry 3 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,586 Underlying: Class B Common Stock · 37 shares Expires 2024-09-29 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. F5 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 18:55 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 37 | $22.50 | $832.50 |
DisclosureSEC source: 0001209191-17-060728 · doc4.xml · nonDerivative · entry 2 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F4 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 18:55 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060728 · doc4.xml · nonDerivative · entry 1 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,387 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F2 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 37 shares of Class A Common Stock. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:37 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 36,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059879 · doc4.xml · derivative · entry 6 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 36,377 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. F9 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:37 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionClass B Common Stock · Derivative | 36,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059879 · doc4.xml · derivative · entry 5 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,377 Underlying: Class A Common Stock · 36,377 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. F9 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. F9 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis and has no expiration date. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:37 UTC | Apptio Inc APTI · Entity 161106 | Exercise / conversionStock Option (right to buy) · Derivative | 36,377 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001209191-17-059879 · doc4.xml · derivative · entry 4 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,623 Underlying: Class B Common Stock · 36,377 shares Expires 2024-09-29 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. F8 · derivative.exercise_date: 1/4th of the shares subject to the option became vested and exercisable on September 22, 2015 and 1/48th of the shares subject to the option vest monthly thereafter. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:37 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 16,327 | $22.60 | $369,048.98 |
DisclosureSEC source: 0001209191-17-059879 · doc4.xml · nonDerivative · entry 3 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.21 to $22.92. F7 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:37 UTC | Apptio Inc APTI · Entity 161106 | SaleClass A Common Stock | 20,050 | $21.67 | $434,541.65 |
DisclosureSEC source: 0001209191-17-059879 · doc4.xml · nonDerivative · entry 2 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,677 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on Jun 5, 2017. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.19 to $22.12. 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 (4) and (6) to this Form 4. F5 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 16,327 shares of Class A Common Stock. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:37 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 36,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059879 · doc4.xml · nonDerivative · entry 1 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,727 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the reporting person. F2 · balance_after: Includes 31,350 RSUs that represent contingent rights to receive 31,350 shares of the Issuer's Class A Common Stock upon settlement and 36,377 shares of Class A Common Stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 17:19 UTC | Apptio Inc APTI · Entity 161106 | GrantStock Option (right to buy) · Derivative | 32,300 | $0.00 Strike: $14.04 | $0.00 |
DisclosureSEC source: 0001209191-17-032799 · doc4.xml · derivative · entry 2 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,300 Underlying: Class A Common Stock · 32,300 shares Expires 2027-05-12 F4 · derivative.exercise_date: 1/4th of the shares subject to the option shall become vested and exercisable on May 15, 2018 and 1/16th of the remaining shares vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting 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.