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 |
|---|---|---|---|---|---|---|
| May 12, 2017 Filed May 16, 2017 17:19 UTC | Apptio Inc APTI · Entity 161106 | GrantClass A Common Stock | 31,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032799 · doc4.xml · nonDerivative · entry 1 Morrow John C · CIK 0001685087 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,350 F1 · shares: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/4th of the RSUs will vest on May 15, 2018 and 1/16th of the remaining RSUs vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting date. 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. 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.