TapewireFind a company

person · Reporting owner

DALEO ROBERT D

Disclosed activity across 2 companies

Tapewire entity
137814
SEC CIK
0001370217

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CITRIX SYSTEMS INCCTXS · Entity 123414DirectorJune 25, 2021June 29, 2021
EQUIFAX INCEFX · Entity 3235DirectorMarch 30, 2018April 03, 2018

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.

CITRIX SYSTEMS INC

Report date June 25, 2021 · Filed June 29, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect45,103.104 Reported balance After 2021-06-25 transaction · row 1
1 source row

Row 1 · 2021-06-25 · Grant · Acquired 142.88 · Balance 45,103.104

F1: On June 25, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 11, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Filing footnotes · ownership attribution and instrument terms

F1: On June 25, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 11, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

EQUIFAX INC

Report date March 30, 2018 · Filed April 03, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityDirect18,621 Reported balance After 2018-03-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2018-03-30 · Grant · Acquired 281 · Balance 18,621

F1: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Filing footnotes · ownership attribution and instrument terms

F1: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 25, 2021 Filed Jun 29, 2021 08:02 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 142.88 $0.00 $0.00
Disclosure

SEC source: 0000877890-21-000215 · wf-form4_162496810814796.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,103.104

F1 · shares: On June 25, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 11, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
March 26, 2021 Filed Mar 29, 2021 08:55 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 120.927 $0.00 $0.00
Disclosure

SEC source: 0000877890-21-000095 · wf-form4_161702252068069.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,960.224

F1 · shares: On March 26, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 12, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 08:48 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 403 $0.00 $0.00
Disclosure

SEC source: 0000877890-21-000002 · wf-form4_160985448846037.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,839.297

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
December 22, 2020 Filed Dec 23, 2020 16:04 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 116.399 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000354 · wf-form4_160875743537380.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,436.297

F1 · shares: On December 22, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 8, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
September 25, 2020 Filed Sep 28, 2020 12:37 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 113.194 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000265 · wf-form4_160131101311505.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,319.898

F1 · shares: On September 25, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 11, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 15:03 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 1,749 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000235 · wf-form4_159371661405662.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,206.704

F1 · shares: Grant of restricted stock units that vest in full on the earlier of (i) the first anniversary of the award date or (ii) the day immediately prior the issuer's next regular meeting of stockholders following the award date.

Read SEC document
June 30, 2020 Filed Jul 1, 2020 09:52 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 425 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000217 · wf-form4_159361154574127.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,457.704

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
June 19, 2020 Filed Jun 23, 2020 08:25 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 101.057 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000181 · wf-form4_159291509595629.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,032.704

F1 · shares: On June 19, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 5, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
March 20, 2020 Filed Mar 23, 2020 08:13 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 122.097 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000069 · wf-form4_158496559632434.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,931.647

F1 · shares: On March 20, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 6, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 13:57 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 698 $0.00 $0.00
Disclosure

SEC source: 0000877890-20-000002 · wf-form4_157799144951501.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,809.55

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
December 20, 2019 Filed Dec 23, 2019 13:25 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 128.586 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000313 · wf-form4_157712551814435.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,111.55

F1 · shares: On December 20, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 6, 2019. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
September 20, 2019 Filed Sep 24, 2019 08:13 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 146.738 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000232 · wf-form4_156932718744165.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,982.964

F1 · acquired: On September 20, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 6, 2019. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
July 01, 2019 Filed Jul 2, 2019 14:34 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 2,541 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000186 · wf-form4_156209245926991.xml · nonDerivative · entry 2

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,836.226

F2 · shares: Grant of restricted stock units that vest over a period of one year. The Reporting Person has elected to defer receipt of 100% of the vested units until the Reporting Person's separation from service from the Board of Directors of Citrix Systems, Inc. (the "Company"), pursuant to the Outside Directors Deferred Compensation Program established under the Company's 2014 Equity Incentive Plan.

Read SEC document
June 28, 2019 Filed Jul 2, 2019 14:34 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 980 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000186 · wf-form4_156209245926991.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,295.226

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
June 21, 2019 Filed Jun 25, 2019 13:06 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 129.786 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000146 · wf-form4_156148236097943.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,315.226

F1 · shares: On June 21, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 7, 2019. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
March 22, 2019 Filed Mar 25, 2019 15:15 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 146.363 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000061 · wf-form4_155354131589433.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,185.44

F1 · shares: On March 22, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 8, 2019. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. A portion of these shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
December 31, 2018 Filed Jan 2, 2019 16:37 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 487 $0.00 $0.00
Disclosure

SEC source: 0000877890-19-000006 · wf-form4_154646504128305.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,039.077

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
December 21, 2018 Filed Dec 26, 2018 06:20 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 108.077 $0.00 $0.00
Disclosure

SEC source: 0000877890-18-000175 · wf-form4_154582320932344.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,552.077

F1 · shares: On December 21, 2018, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 7, 2018. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. These shares are deferred until the Reporting Person's separation from service from the Board of Directors of Citrix, pursuant to the Outside Directors Deferred Compensation Program previously established by Citrix.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 18:23 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 2,342 $0.00 $0.00
Disclosure

SEC source: 0000877890-18-000107 · wf-form4_153065661205753.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,444

F1 · shares: Grant of restricted stock units that vest in equal monthly installments over a period of one year. The Reporting Person has elected to defer receipt of 100% of the vested units until the Reporting Person's separation from service from the Board of Directors of Citrix Systems, Inc. (the "Company"), pursuant to the Outside Directors Deferred Compensation Program previously established by the Company.

Read SEC document
June 29, 2018 Filed Jul 2, 2018 15:07 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 476 $0.00 $0.00
Disclosure

SEC source: 0000877890-18-000091 · wf-form4_153055842318023.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,102

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
March 30, 2018 Filed Apr 3, 2018 20:18 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 281 $117.81 $33,104.61
Disclosure

SEC source: 0001225208-18-007161 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,621

Underlying: Common Stock · 281 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
December 31, 2017 Filed Jan 2, 2018 15:59 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 551 $0.00 $0.00
Disclosure

SEC source: 0000877890-18-000010 · wf-form4_151492675479670.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,626

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
December 29, 2017 Filed Jan 3, 2018 21:22 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 283 $117.92 $33,371.36
Disclosure

SEC source: 0001225208-18-000297 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,340

Underlying: Common Stock · 283 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
September 29, 2017 Filed Oct 3, 2017 20:58 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 307 $105.99 $32,538.93
Disclosure

SEC source: 0001225208-17-015797 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,057

Underlying: Common Stock · 307 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
July 03, 2017 Filed Jul 5, 2017 15:06 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 3,173 $0.00 $0.00
Disclosure

SEC source: 0000877890-17-000081 · wf-form4_149928158502113.xml · nonDerivative · entry 2

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,075

F2 · shares: Grant of restricted stock units that vest in equal monthly installments over a period of one year. The Reporting Person has elected to defer receipt of 100% of the vested units until the Reporting Person's separation from service from the Board of Directors of Citrix Systems, Inc. (the "Company"), pursuant to the Outside Directors Deferred Compensation Program previously established by the Company.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:30 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 237 $137.42 $32,568.54
Disclosure

SEC source: 0001225208-17-012214 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,750

Underlying: Common Stock · 237 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 15:06 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 722 $0.00 $0.00
Disclosure

SEC source: 0000877890-17-000081 · wf-form4_149928158502113.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,902

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:31 UTC EQUIFAX INC EFX · Entity 3235 GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009288 · doc4.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,002

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 20:35 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 238 $136.74 $32,544.12
Disclosure

SEC source: 0001225208-17-007406 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,513.17

Underlying: Common Stock · 238 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
December 31, 2016 Filed Jan 3, 2017 12:06 UTC CITRIX SYSTEMS INC CTXS · Entity 123414 GrantCommon Stock 1,203 $0.00 $0.00
Disclosure

SEC source: 0000877890-17-000006 · wf-form4_148346319315012.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,097

F1 · shares: Represents fully vested deferred stock units acquired as a result of deferred cash compensation pursuant to the Company's Outside Directors' Deferred Compensation Program.

Read SEC document
December 30, 2016 Filed Jan 4, 2017 21:53 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 243.17 $118.23 $28,749.99
Disclosure

SEC source: 0001225208-17-000443 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,275.17

Underlying: Common Stock · 243.17 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
September 30, 2016 Filed Oct 4, 2016 20:15 UTC EQUIFAX INC EFX · Entity 3235 GrantPhantom Stock Units · Derivative 214 $134.58 $28,800.12
Disclosure

SEC source: 0001225208-16-040032 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,032

Underlying: Common Stock · 214 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

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.