Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PagerDuty, Inc.PD · Entity 4906 | Principal Accounting Officer | April 02, 2021 | April 06, 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.
PagerDuty, Inc.
Report date April 02, 2021 · Filed April 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,268 |
Last balance in matching sequence
After 2021-04-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-04-02 · Grant · Acquired 18,016 · Balance 56,141 F1: Represents 18,016 restricted stock units acquired pursuant to the Issuer's 2019 Employee Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. 1/16th of the total number of shares underlying the restricted stock unit award shall vest on each quarterly anniversary from the date of grant thereafter, subject to continuous service to the Issuer on such date. F2: A portion of these shares represent restricted stock units. Row 2 · 2021-04-02 · Tax withholding · Disposed 873 · Balance 55,268 F3: Represents shares automatically withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. F2: A portion of these shares represent restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 18,016 restricted stock units acquired pursuant to the Issuer's 2019 Employee Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. 1/16th of the total number of shares underlying the restricted stock unit award shall vest on each quarterly anniversary from the date of grant thereafter, subject to continuous service to the Issuer on such date.
F2: A portion of these shares represent restricted stock units.
F3: Represents shares automatically withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Pandora Media, LLC
Report date February 01, 2019 · Filed February 01, 2019
Section 16 reporting ended · disclosed 2019-02-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-01 transaction · row 1
1 source rowRow 1 · 2019-02-01 · Disposition to issuer · Disposed 198,715 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 23, 2018 among Pandora Media Inc., a Delaware corporation ("Pandora"), Sirius XM Holdings, Inc., a Delaware corporation ("Sirius XM"), and White Oaks Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Sirius XM, pursuant to which, through a series of transactions Pandora became an indirect wholly owned subsidiary of Sirius XM (the "Transactions"), and each share of Pandora common stock, par value $0.0001 per share ("Pandora Common Stock"), outstanding immediately prior to the consummation of the Transactions, was converted into the right to receive 1.44 shares (the "Exchange Ratio") of Sirius XM common stock, par value $0.0001 per share ("Sirius XM Common Stock"). On February 1, 2019, the effective date of the Transactions, Sirius XM Common Stock had a market price of $5.98 per share. Includes 168,693 restricted stock units that were assumed and converted into unvested restricted stock units of Sirius XM, with appropriate adjustments (based on the Exchange Ratio) to the number of shares of Sirius XM Common Stock to be received, and which have the same vesting schedule and settlement date as in effect as of immediately prior to the closing of the Transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 23, 2018 among Pandora Media Inc., a Delaware corporation ("Pandora"), Sirius XM Holdings, Inc., a Delaware corporation ("Sirius XM"), and White Oaks Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Sirius XM, pursuant to which, through a series of transactions Pandora became an indirect wholly owned subsidiary of Sirius XM (the "Transactions"), and each share of Pandora common stock, par value $0.0001 per share ("Pandora Common Stock"), outstanding immediately prior to the consummation of the Transactions, was converted into the right to receive 1.44 shares (the "Exchange Ratio") of Sirius XM common stock, par value $0.0001 per share ("Sirius XM Common Stock"). On February 1, 2019, the effective date of the Transactions, Sirius XM Common Stock had a market price of $5.98 per share. Includes 168,693 restricted stock units that were assumed and converted into unvested restricted stock units of Sirius XM, with appropriate adjustments (based on the Exchange Ratio) to the number of shares of Sirius XM Common Stock to be received, and which have the same vesting schedule and settlement date as in effect as of immediately prior to the closing of the Transactions.
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 |
|---|---|---|---|---|---|---|
| April 02, 2021 Filed Apr 6, 2021 19:07 UTC | PagerDuty, Inc. PD · Entity 4906 | Tax withholdingCommon Stock | 873 | $41.17 | $35,941.41 |
DisclosureSEC source: 0001562180-21-002716 · primarydocument.xml · nonDerivative · entry 2 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,268 F3 · shares: Represents shares automatically withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| April 02, 2021 Filed Apr 6, 2021 19:07 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 18,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002716 · primarydocument.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,141 F1 · shares: Represents 18,016 restricted stock units acquired pursuant to the Issuer's 2019 Employee Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. 1/16th of the total number of shares underlying the restricted stock unit award shall vest on each quarterly anniversary from the date of grant thereafter, subject to continuous service to the Issuer on such date. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 21:30 UTC | PagerDuty, Inc. PD · Entity 4906 | Tax withholdingCommon Stock | 1,041 | $41.70 | $43,409.70 |
DisclosureSEC source: 0001562180-21-000138 · primarydocument.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,125 F1 · shares: Represents shares automatically withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. F2 · balance_after: A portion of these shares represent restricted stock units. F3 · balance_after: Includes 395 shares that were acquired under the Issuer's Employee Stock Purchase Plan on December 15, 2020. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 19:35 UTC | PagerDuty, Inc. PD · Entity 4906 | Tax withholdingCommon Stock | 876 | $27.63 | $24,203.88 |
DisclosureSEC source: 0001562180-20-006310 · primarydocument.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,771 F1 · kind: Represents shares automatically withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| July 09, 2020 Filed Jul 10, 2020 18:05 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 1,270 | $29.75 | $37,784.53 |
DisclosureSEC source: 0001562180-20-005099 · primarydocument.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,647 F1 · shares: Represents shares that were acquired under the Issuer's Employee Stock Purchase Plan on December 13, 2019 and June 15, 2020. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.73 to $29.77 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| July 02, 2020 Filed Jul 7, 2020 19:26 UTC | PagerDuty, Inc. PD · Entity 4906 | Tax withholdingCommon Stock | 876 | $30.01 | $26,288.76 |
DisclosureSEC source: 0001562180-20-005072 · primarydocument.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,647 F1 · kind: Represents shares automatically withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| April 02, 2020 Filed Apr 3, 2020 20:29 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 40,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002924 · primarydocument.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,523 F1 · shares: Represents 40,523 restricted stock units acquired pursuant to the Issuer's 2019 Employee Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. 1/16th of the total number of shares underlying the restricted stock unit award shall vest on each quarterly anniversary from the date of grant thereafter, subject to continuous service to the Issuer on such date. Read SEC document |
| February 01, 2019 Filed Feb 1, 2019 21:06 UTC | Pandora Media, LLC P · Entity 160675 | Disposition to issuerCommon Stock | 198,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003597 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 23, 2018 among Pandora Media Inc., a Delaware corporation ("Pandora"), Sirius XM Holdings, Inc., a Delaware corporation ("Sirius XM"), and White Oaks Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Sirius XM, pursuant to which, through a series of transactions Pandora became an indirect wholly owned subsidiary of Sirius XM (the "Transactions"), and each share of Pandora common stock, par value $0.0001 per share ("Pandora Common Stock"), outstanding immediately prior to the consummation of the Transactions, was converted into the right to receive 1.44 shares (the "Exchange Ratio") of Sirius XM common stock, par value $0.0001 per share ("Sirius XM Common Stock"). On February 1, 2019, the effective date of the Transactions, Sirius XM Common Stock had a market price of $5.98 per share. Includes 168,693 restricted stock units that were assumed and converted into unvested restricted stock units of Sirius XM, with appropriate adjustments (based on the Exchange Ratio) to the number of shares of Sirius XM Common Stock to be received, and which have the same vesting schedule and settlement date as in effect as of immediately prior to the closing of the Transactions. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 17:15 UTC | Pandora Media, LLC P · Entity 160675 | GrantCommon Stock | 2,284 | $6.97 | $15,919.48 |
DisclosureSEC source: 0001127602-19-003102 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,715 F1 · kind: These shares were acquired under the Issuer's 2014 Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 16:44 UTC | Pandora Media, LLC P · Entity 160675 | GrantCommon Stock | 52,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002314 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,431 F1 · shares: RSUs will vest over a total of three years with 1/3 vesting on 1/15/2020 and thereafter 1/12th of the total number of shares vesting quarterly. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 17:00 UTC | Pandora Media, LLC P · Entity 160675 | SaleCommon Stock | 3,026 | $8.90 | $26,935.64 |
DisclosureSEC source: 0001127602-18-034016 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,580 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at the price of $8.9014. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 20:26 UTC | Pandora Media, LLC P · Entity 160675 | SaleCommon Stock | 4,626 | $8.14 | $37,655.64 |
DisclosureSEC source: 0001127602-18-025846 · form4.xml · nonDerivative · entry 3 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,606 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 20:26 UTC | Pandora Media, LLC P · Entity 160675 | SaleCommon Stock | 8,969 | $8.08 | $72,469.52 |
DisclosureSEC source: 0001127602-18-025846 · form4.xml · nonDerivative · entry 2 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,165 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 20:26 UTC | Pandora Media, LLC P · Entity 160675 | SaleCommon Stock | 2,933 | $8.16 | $23,946.48 |
DisclosureSEC source: 0001127602-18-025846 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,232 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · balance_after: Includes 3,330 shares acquired under the Issuer's Employee Stock Purchase Plan on August 15, 2018. Read SEC document |
| May 16, 2018 Filed May 18, 2018 18:08 UTC | Pandora Media, LLC P · Entity 160675 | SaleCommon Stock | 11,663 | $7.40 | $86,271.21 |
DisclosureSEC source: 0001127602-18-018186 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,804 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 17:13 UTC | Pandora Media, LLC P · Entity 160675 | GrantCommon Stock | 64,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014770 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,467 F1 · shares: RSUs will vest over a total of three years with 1/3 vesting on 2/15/2019 and thereafter 1/12th of the total number of shares vesting quarterly for the remaining two years. F2 · balance_after: Includes 3,785 shares acquired under the Issuer's Employee Stock Purchase Plan on February 15, 2018. Read SEC document |
| June 26, 2017 Filed Jul 7, 2017 17:30 UTC | Pandora Media, LLC P · Entity 160675 | GrantCommon Stock | 103,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023379 · form4.xml · nonDerivative · entry 1 Walker Karen Sammis · CIK 0001710979 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,682 F1 · shares: 1/3rd of the RSUs vest on 5/15/2018 and thereafter 1/12th of the RSUs vest quarterly. 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.