Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROGRESS SOFTWARE CORP /MAPRGS · Entity 4559 | Chief Information Officer | April 01, 2021 | April 05, 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.
PROGRESS SOFTWARE CORP /MA
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,623 |
Ending reported balance
After 2021-04-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2021-04-01 · Exercise / conversion · Acquired 247 · Balance 6,334 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2021-04-01 · Tax withholding · Disposed 95 · Balance 6,239 F2: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 12, 2018. Row 3 · 2021-04-01 · Exercise / conversion · Acquired 360 · Balance 6,599 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2021-04-01 · Tax withholding · Disposed 139 · Balance 6,460 F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2019. Row 5 · 2021-04-01 · Exercise / conversion · Acquired 265 · Balance 6,725 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2021-04-01 · Tax withholding · Disposed 102 · Balance 6,623 F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 21, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-04-01 · Exercise / conversion · Disposed 247 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On January 12, 2018, the Reporting Person was granted 1,480 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 720 |
Reported balance
After 2021-04-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-04-01 · Exercise / conversion · Disposed 360 · Balance 720 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On January 22, 2019, the Reporting Person was granted 2,160 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,061 |
Reported balance
After 2021-04-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-04-01 · Exercise / conversion · Disposed 265 · Balance 1,061 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On January 21, 2020, the Reporting Person was granted 1,591 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 12, 2018.
F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2019.
F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 21, 2020.
F5: On January 12, 2018, the Reporting Person was granted 1,480 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company.
F6: On January 22, 2019, the Reporting Person was granted 2,160 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company.
F7: On January 21, 2020, the Reporting Person was granted 1,591 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company.
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000122 · wf-form4_157013323598787.xml · nonDerivative · entry 1 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584 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 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 179 shares of common stock acquired by the Reporting Person through Progress Software Corporation's (the "Company's") Employee Stock Purchase Plan: 59 shares on March 31, 2019 and 120 shares on June 30,2019. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:26 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 932 | $45.99 | $42,862.68 |
DisclosureSEC source: 0000876167-19-000069 · wf-form4_155622399321944.xml · nonDerivative · entry 1 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.990 to $45.997 per share. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000054 · wf-form4_155432230846397.xml · derivative · entry 6 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 988 Underlying: Common Stock · 246 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 12, 2018, the Reporting Person was granted 1,480 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. F5 · derivative.expiration_date: On January 12, 2018, the Reporting Person was granted 1,480 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000054 · wf-form4_155432230846397.xml · derivative · entry 5 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,215 Underlying: Common Stock · 405 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On June 30, 2017, the Reporting Person was granted 2,428 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning April 1, 2018, subject to the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: On June 30, 2017, the Reporting Person was granted 2,428 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning April 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 85 | $44.57 | $3,788.11 |
DisclosureSEC source: 0000876167-19-000054 · wf-form4_155432230846397.xml · nonDerivative · entry 4 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 12, 2018. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000054 · wf-form4_155432230846397.xml · nonDerivative · entry 3 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,017 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 140 | $44.57 | $6,239.24 |
DisclosureSEC source: 0000876167-19-000054 · wf-form4_155432230846397.xml · nonDerivative · entry 2 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 771 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on June 30, 2017. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000054 · wf-form4_155432230846397.xml · nonDerivative · entry 1 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 911 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000021 · wf-form4_154836486179900.xml · derivative · entry 3 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 3,600 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F4 · derivative.exercise_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2022, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2021, and the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2022, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2021, and the continued employment of the Reporting Person with the Company. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options · Derivative | 6,869 | $0.00 Strike: $34.73 | $0.00 |
DisclosureSEC source: 0000876167-19-000021 · wf-form4_154836486179900.xml · derivative · entry 2 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,869 Underlying: Common Stock · 6,869 shares Expires 2026-01-22 F3 · derivative.exercise_date: The stock options vest in eight equal semiannual installments beginning on October 1, 2019, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000021 · wf-form4_154836486179900.xml · derivative · entry 1 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160 Underlying: Common Stock · 2,160 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000112 · wf-form4_153859755705580.xml · derivative · entry 5 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,234 Underlying: Common Stock · 246 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On January 12, 2018, the Reporting Person was granted 1,480 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: On January 12, 2018, the Reporting Person was granted 1,480 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000112 · wf-form4_153859755705580.xml · derivative · entry 4 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,620 Underlying: Common Stock · 404 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On June 30, 2017, the Reporting Person was granted 2,428 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning April 1, 2018, subject to the continued employment of the Reporting Person with the Company. F3 · derivative.expiration_date: On June 30, 2017, the Reporting Person was granted 2,428 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning April 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000112 · wf-form4_153859755705580.xml · nonDerivative · entry 3 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 144 | $35.72 | $5,144.05 |
DisclosureSEC source: 0000876167-18-000112 · wf-form4_153859755705580.xml · nonDerivative · entry 2 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on June 30, 2017. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000112 · wf-form4_153859755705580.xml · nonDerivative · entry 1 Murphy Anthony · CIK 0001750989 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404 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 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.