Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ANALOG DEVICES INCADI · Entity 591 | Director | August 27, 2026 | August 28, 2026 |
| IROBOT CORPIRBT · Entity 71819 | Director | June 06, 2025 | June 10, 2025 |
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.
ANALOG DEVICES INC
Report date August 27, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Comm Stock - $.16-2/3 valueSEC Table I · non-derivative | Direct | 10,019 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Sale · Disposed 1,000 · Balance 10,019 F1: These shares were sold pursuant to a 10b5-1 plan adopted by the Reporting Person on March 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a 10b5-1 plan adopted by the Reporting Person on March 12, 2026.
IROBOT CORP
Report date June 06, 2025 · Filed June 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,254 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Grant · Acquired 50,000 · Balance 82,254 F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vests on the first anniversary of such grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vests on the first anniversary of such grant.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ASPENTECH Corp
Report date May 16, 2022 · Filed May 18, 2022
Section 16 reporting ended · disclosed 2022-05-18. 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 |
Ending reported balance
After 2022-05-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-16 · Disposition to issuer · Disposed 1,371 · Balance 381 F1: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of the AspenTech common stock (other than certain excluded shares) automatically converted into the right to receive $87.69 in cash (the "Cash Consideration"), plus 0.42 of a validly issued, fully paid and nonassessable share of New AspenTech. Row 2 · 2022-05-16 · Disposition to issuer · Disposed 381 · Balance 0 F1: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F3: Reflects restricted stock units ("RSUs"). Each unvested RSU outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive an award of RSUs covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (x) the number of shares of AspenTech common stock underlying such AspenTech RSU award and (y) the sum of (i) 0.42 and (ii) the quotient obtained by dividing (xx) $87.69 by (yy) the volume-weighted average price per share of the New AspenTech common stock on Nasdaq during the five trading days after the Effective Time (the sum obtained under clause (y), the "Aspen Equity Award Exchange Ratio"). F4: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $149.50 · Expires 2031-03-07 | Direct | 0 |
Reported balance
After 2022-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-16 · Disposition to issuer · Disposed 1,287 · Balance 0 F1: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F4: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time. F6: Each AspenTech stock option ("AspenTech Stock Option") outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive a New AspenTech stock option ("Converted Option") covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (i) the number of shares of AspenTech common stock underlying the corresponding AspenTech Stock Option as of immediately prior to the Effective Time multiplied by (ii) the Aspen Equity Award Exchange Ratio. The exercise price applicable to each Converted Option shall be equal to (i) the exercise price per share of AspenTech common stock applicable to the corresponding AspenTech Stock Option as of immediately prior to the Effective Time divided by (ii) the Aspen Equity Award Exchange Ratio, rounded up to the nearest whole cent. F5: One third of the options granted at the exercise price of $149.50 will vest on the first anniversary of the grant and the remainder will vest in eight consecutive quarterly installments on the last business day of the quarter until fully vested. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $129.50 · Expires 2031-08-31 | Direct | 0 |
Reported balance
After 2022-05-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-16 · Disposition to issuer · Disposed 482 · Balance 0 F1: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F4: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time. F6: Each AspenTech stock option ("AspenTech Stock Option") outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive a New AspenTech stock option ("Converted Option") covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (i) the number of shares of AspenTech common stock underlying the corresponding AspenTech Stock Option as of immediately prior to the Effective Time multiplied by (ii) the Aspen Equity Award Exchange Ratio. The exercise price applicable to each Converted Option shall be equal to (i) the exercise price per share of AspenTech common stock applicable to the corresponding AspenTech Stock Option as of immediately prior to the Effective Time divided by (ii) the Aspen Equity Award Exchange Ratio, rounded up to the nearest whole cent. F7: The option granted at the exercise price of $129.50 was fully vested on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech.
F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of the AspenTech common stock (other than certain excluded shares) automatically converted into the right to receive $87.69 in cash (the "Cash Consideration"), plus 0.42 of a validly issued, fully paid and nonassessable share of New AspenTech.
F3: Reflects restricted stock units ("RSUs"). Each unvested RSU outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive an award of RSUs covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (x) the number of shares of AspenTech common stock underlying such AspenTech RSU award and (y) the sum of (i) 0.42 and (ii) the quotient obtained by dividing (xx) $87.69 by (yy) the volume-weighted average price per share of the New AspenTech common stock on Nasdaq during the five trading days after the Effective Time (the sum obtained under clause (y), the "Aspen Equity Award Exchange Ratio").
F4: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time.
F5: One third of the options granted at the exercise price of $149.50 will vest on the first anniversary of the grant and the remainder will vest in eight consecutive quarterly installments on the last business day of the quarter until fully vested.
F6: Each AspenTech stock option ("AspenTech Stock Option") outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive a New AspenTech stock option ("Converted Option") covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (i) the number of shares of AspenTech common stock underlying the corresponding AspenTech Stock Option as of immediately prior to the Effective Time multiplied by (ii) the Aspen Equity Award Exchange Ratio. The exercise price applicable to each Converted Option shall be equal to (i) the exercise price per share of AspenTech common stock applicable to the corresponding AspenTech Stock Option as of immediately prior to the Effective Time divided by (ii) the Aspen Equity Award Exchange Ratio, rounded up to the nearest whole cent.
F7: The option granted at the exercise price of $129.50 was fully vested on the date of grant.
Aspen Technology, Inc.
Report date March 11, 2025 · Filed March 13, 2025
Section 16 reporting ended · disclosed 2025-03-13. 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 2025-03-11 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-03-11 · Other · Disposed 3,508 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-03-12 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-03-12 · Disposition to issuer · Disposed 1,196 · Balance 0 F2: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU"). F3: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $167.79 · Expires 2031-03-07 | Direct | 0 |
Reported balance
After 2025-03-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-12 · Disposition to issuer · Disposed 1,146 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $145.35 · Expires 2031-08-31 | Direct | 0 |
Reported balance
After 2025-03-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-03-12 · Disposition to issuer · Disposed 429 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding.
F2: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU").
F3: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU.
F4: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable.
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 |
|---|---|---|---|---|---|---|
| August 27, 2026 Filed Aug 28, 2026 20:21 UTC | ANALOG DEVICES INC ADI · Entity 591 | SaleComm Stock - $.16-2/3 value | 1,000 | $374.50 | $374,500.00 |
DisclosureSEC source: 0001744712-26-000007 · wk-form4_1787948499.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,019 F1 · shares: These shares were sold pursuant to a 10b5-1 plan adopted by the Reporting Person on March 12, 2026. Read SEC document |
| July 13, 2026 Filed Jul 14, 2026 20:45 UTC | ANALOG DEVICES INC ADI · Entity 591 | SaleComm Stock - $.16-2/3 value | 1,000 | $389.83 | $389,830.00 |
DisclosureSEC source: 0001744712-26-000005 · wk-form4_1784061909.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,019 F1 · shares: These shares were sold pursuant to a 10b5-1 plan adopted by the Reporting Person on March 12, 2026. Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 20:39 UTC | ANALOG DEVICES INC ADI · Entity 591 | SaleComm Stock - $.16-2/3 value | 1,000 | $411.95 | $411,950.00 |
DisclosureSEC source: 0001744712-26-000003 · wk-form4_1781555996.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,019 F1 · shares: These shares were sold pursuant to a 10b5-1 plan adopted by the Reporting Person on March 12, 2026. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 20:15 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantComm Stock - $.16-2/3 value | 747 | $0.00 | $0.00 |
DisclosureSEC source: 0001744712-26-000002 · wk-form4_1773346522.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,019 F1 · shares: Annual grant to non-employee director of Restricted Stock Units (RSUs) that vest 100% on the earlier of March 11, 2027 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 16:47 UTC | IROBOT CORP IRBT · Entity 71819 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084411 · ownership.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,254 F1 · kind: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vests on the first anniversary of such grant. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 16:22 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 429 | Not disclosed Strike: $145.35 | Not disclosed |
DisclosureSEC source: 0001127602-25-009346 · form4.xml · derivative · entry 4 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 429 shares Expires 2031-08-31 F4 · kind: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. F4 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 16:22 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 1,146 | Not disclosed Strike: $167.79 | Not disclosed |
DisclosureSEC source: 0001127602-25-009346 · form4.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,146 shares Expires 2031-03-07 F4 · kind: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. F4 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each option (whether vested or unvested) that was outstanding and unexercised immediately prior to the Effective Time, was cancelled and converted into the right to receive, for each Share underlying such option, an amount in cash, without interest, less any applicable tax withholding, equal to the excess, if any, of the Merger Consideration over the exercise price per share of such option. Each option that was outstanding and unexercised immediately prior to the Effective Time which had a per share exercise price greater than or equal to the Merger Consideration was cancelled with no consideration payable. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 16:22 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | Disposition to issuerCommon Stock | 1,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-009346 · form4.xml · nonDerivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU"). F3 · price: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:55 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantComm Stock - $.16-2/3 value | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-25-000066 · wk-form4_1741985705.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,272 F1 · shares: Annual grant to non-employee director of Restricted Stock Units (RSUs) that vest 100% on the earlier of March 12, 2026 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F2 · balance_after: Includes 1,205 shares of common stock received from RSUs that vested on March 12, 2025 and were previously reported in Table II of Form 4. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 16:22 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | OtherCommon Stock | 3,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-009346 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. F1 · price: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:26 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020071 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,704 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the last day of the fiscal year in which they were granted. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 18:47 UTC | IROBOT CORP IRBT · Entity 71819 | GrantCommon Stock | 20,986 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071487 · ownership.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,254 F1 · kind: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vests on the first anniversary of such grant. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:37 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 1,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-24-000084 · wk-form4_1710535036.xml · derivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,205 Underlying: Comm Stock - $.16-2/3 value · 1,205 shares Expires not disclosed F1 · derivative.exercise_date: This RSU vests 100% on the earlier of March 13, 2025 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F1 · derivative.expiration_date: This RSU vests 100% on the earlier of March 13, 2025 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:38 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-24-000053 · wk-form4_1710275884.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock - $.16-2/3 value · 1,228 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_date: These RSUs vested 100% on March 8, 2024. On the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F1 · derivative.expiration_date: These RSUs vested 100% on March 8, 2024. On the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:38 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock - $.16-2/3 value | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-24-000053 · wk-form4_1710275884.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,907 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. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:42 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023791 · form4.xml · nonDerivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,508 F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the first anniversary of the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:42 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023791 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,256 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Oct 3, 2023 16:31 UTC Amendment | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025234 · form4a.xml · nonDerivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,508 F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the last day of the fiscal year in which they were granted. The original Form 4 filing for this transaction incorrectly stated that the Restricted Stock Units would vest on the first anniversary of the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Oct 3, 2023 16:31 UTC Amendment | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025234 · form4a.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,256 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 16:22 UTC | IROBOT CORP IRBT · Entity 71819 | GrantCommon Stock | 4,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036677 · doc4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,268 F1 · shares: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 22:28 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,495 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-23-000065 · wf-form4_167848730464354.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock - $.16-2/3 value · 1,495 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. F2 · derivative.exercise_date: In accordance with the terms of the grant, this RSU vested 100% on March 8, 2023, the date of the Company's 2023 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F2 · derivative.expiration_date: In accordance with the terms of the grant, this RSU vested 100% on March 8, 2023, the date of the Company's 2023 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 22:28 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 1,228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-23-000065 · wf-form4_167848730464354.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,228 Underlying: Comm Stock - $.16-2/3 value · 1,228 shares Expires not disclosed F1 · derivative.exercise_date: This RSU vests 100% on the earlier of March 8, 2024 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F1 · derivative.expiration_date: This RSU vests 100% on the earlier of March 8, 2024 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 22:28 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock - $.16-2/3 value | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-23-000065 · wf-form4_167848730464354.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,679 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. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:31 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022105 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,004 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 16:27 UTC | IROBOT CORP IRBT · Entity 71819 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036314 · doc4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,285 F1 · shares: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date Read SEC document |
| May 23, 2022 Filed May 25, 2022 18:59 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantDirector Stock Option (Right to Buy) · Derivative | 429 | Not disclosed Strike: $145.35 | Not disclosed |
DisclosureSEC source: 0001127602-22-015688 · form4.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429 Underlying: Common Stock · 429 shares Expires 2031-08-31 F1 · kind: Represents equity awards granted by Aspen Technology, Inc. (which subsequently changed its name to "AspenTech Corporation", "Former AspenTech") that have been converted into equity awards of Emersub CX, Inc. (which subsequently changed its name to "Aspen Technology Inc.", the "Issuer") pursuant to the terms of the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Former AspenTech, the Issuer and certain other parties thereto (the "Transaction Agreement"), pursuant to which Former AspenTech merged with a wholly owned subsidiary of the Issuer and became a wholly owned subsidiary of the Issuer (the "Transaction"). The Transaction closed on May 16, 2022. Pursuant to the terms of the Transaction Agreement, the number of equity awards reported herein were determined on May 23, 2022, based on the five-day volume weighted average price of the Issuer's common stock following the closing of the Transaction. F1 · price: Represents equity awards granted by Aspen Technology, Inc. (which subsequently changed its name to "AspenTech Corporation", "Former AspenTech") that have been converted into equity awards of Emersub CX, Inc. (which subsequently changed its name to "Aspen Technology Inc.", the "Issuer") pursuant to the terms of the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Former AspenTech, the Issuer and certain other parties thereto (the "Transaction Agreement"), pursuant to which Former AspenTech merged with a wholly owned subsidiary of the Issuer and became a wholly owned subsidiary of the Issuer (the "Transaction"). The Transaction closed on May 16, 2022. Pursuant to the terms of the Transaction Agreement, the number of equity awards reported herein were determined on May 23, 2022, based on the five-day volume weighted average price of the Issuer's common stock following the closing of the Transaction. F4 · derivative.exercise_date: The option granted at the exercise price of $145.35 vests in 16 equal consecutive quarterly installments on the last business day of the quarter, beginning with the quarter ending September 30, 2021. Read SEC document |
| May 23, 2022 Filed May 25, 2022 18:59 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,146 | Not disclosed Strike: $167.79 | Not disclosed |
DisclosureSEC source: 0001127602-22-015688 · form4.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146 Underlying: Common Stock · 1,146 shares Expires 2031-03-07 F1 · kind: Represents equity awards granted by Aspen Technology, Inc. (which subsequently changed its name to "AspenTech Corporation", "Former AspenTech") that have been converted into equity awards of Emersub CX, Inc. (which subsequently changed its name to "Aspen Technology Inc.", the "Issuer") pursuant to the terms of the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Former AspenTech, the Issuer and certain other parties thereto (the "Transaction Agreement"), pursuant to which Former AspenTech merged with a wholly owned subsidiary of the Issuer and became a wholly owned subsidiary of the Issuer (the "Transaction"). The Transaction closed on May 16, 2022. Pursuant to the terms of the Transaction Agreement, the number of equity awards reported herein were determined on May 23, 2022, based on the five-day volume weighted average price of the Issuer's common stock following the closing of the Transaction. F1 · price: Represents equity awards granted by Aspen Technology, Inc. (which subsequently changed its name to "AspenTech Corporation", "Former AspenTech") that have been converted into equity awards of Emersub CX, Inc. (which subsequently changed its name to "Aspen Technology Inc.", the "Issuer") pursuant to the terms of the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Former AspenTech, the Issuer and certain other parties thereto (the "Transaction Agreement"), pursuant to which Former AspenTech merged with a wholly owned subsidiary of the Issuer and became a wholly owned subsidiary of the Issuer (the "Transaction"). The Transaction closed on May 16, 2022. Pursuant to the terms of the Transaction Agreement, the number of equity awards reported herein were determined on May 23, 2022, based on the five-day volume weighted average price of the Issuer's common stock following the closing of the Transaction. F3 · derivative.exercise_date: One third of the options granted at the exercise price of $167.79 will vest on the first anniversary of the grant and the remainder will vest in eight consecutive quarterly installments on the last business day of the quarter until fully vested. Read SEC document |
| May 23, 2022 Filed May 25, 2022 18:59 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-015688 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914 F1 · kind: Represents equity awards granted by Aspen Technology, Inc. (which subsequently changed its name to "AspenTech Corporation", "Former AspenTech") that have been converted into equity awards of Emersub CX, Inc. (which subsequently changed its name to "Aspen Technology Inc.", the "Issuer") pursuant to the terms of the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Former AspenTech, the Issuer and certain other parties thereto (the "Transaction Agreement"), pursuant to which Former AspenTech merged with a wholly owned subsidiary of the Issuer and became a wholly owned subsidiary of the Issuer (the "Transaction"). The Transaction closed on May 16, 2022. Pursuant to the terms of the Transaction Agreement, the number of equity awards reported herein were determined on May 23, 2022, based on the five-day volume weighted average price of the Issuer's common stock following the closing of the Transaction. F2 · shares: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer common stock. F1 · price: Represents equity awards granted by Aspen Technology, Inc. (which subsequently changed its name to "AspenTech Corporation", "Former AspenTech") that have been converted into equity awards of Emersub CX, Inc. (which subsequently changed its name to "Aspen Technology Inc.", the "Issuer") pursuant to the terms of the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Former AspenTech, the Issuer and certain other parties thereto (the "Transaction Agreement"), pursuant to which Former AspenTech merged with a wholly owned subsidiary of the Issuer and became a wholly owned subsidiary of the Issuer (the "Transaction"). The Transaction closed on May 16, 2022. Pursuant to the terms of the Transaction Agreement, the number of equity awards reported herein were determined on May 23, 2022, based on the five-day volume weighted average price of the Issuer's common stock following the closing of the Transaction. Read SEC document |
| May 16, 2022 Filed May 18, 2022 16:39 UTC | ASPENTECH Corp AZPN · Entity 127212 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 482 | Not disclosed Strike: $129.50 | Not disclosed |
DisclosureSEC source: 0001127602-22-014968 · form4.xml · derivative · entry 4 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 482 shares Expires 2031-08-31 F1 · kind: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F4 · price: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time. F6 · price: Each AspenTech stock option ("AspenTech Stock Option") outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive a New AspenTech stock option ("Converted Option") covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (i) the number of shares of AspenTech common stock underlying the corresponding AspenTech Stock Option as of immediately prior to the Effective Time multiplied by (ii) the Aspen Equity Award Exchange Ratio. The exercise price applicable to each Converted Option shall be equal to (i) the exercise price per share of AspenTech common stock applicable to the corresponding AspenTech Stock Option as of immediately prior to the Effective Time divided by (ii) the Aspen Equity Award Exchange Ratio, rounded up to the nearest whole cent. F7 · derivative.exercise_date: The option granted at the exercise price of $129.50 was fully vested on the date of grant. Read SEC document |
| May 16, 2022 Filed May 18, 2022 16:39 UTC | ASPENTECH Corp AZPN · Entity 127212 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 1,287 | Not disclosed Strike: $149.50 | Not disclosed |
DisclosureSEC source: 0001127602-22-014968 · form4.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,287 shares Expires 2031-03-07 F1 · kind: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F4 · price: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time. F6 · price: Each AspenTech stock option ("AspenTech Stock Option") outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive a New AspenTech stock option ("Converted Option") covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (i) the number of shares of AspenTech common stock underlying the corresponding AspenTech Stock Option as of immediately prior to the Effective Time multiplied by (ii) the Aspen Equity Award Exchange Ratio. The exercise price applicable to each Converted Option shall be equal to (i) the exercise price per share of AspenTech common stock applicable to the corresponding AspenTech Stock Option as of immediately prior to the Effective Time divided by (ii) the Aspen Equity Award Exchange Ratio, rounded up to the nearest whole cent. F5 · derivative.exercise_date: One third of the options granted at the exercise price of $149.50 will vest on the first anniversary of the grant and the remainder will vest in eight consecutive quarterly installments on the last business day of the quarter until fully vested. Read SEC document |
| May 16, 2022 Filed May 18, 2022 16:39 UTC | ASPENTECH Corp AZPN · Entity 127212 | Disposition to issuerCommon Stock | 381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-014968 · form4.xml · nonDerivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F3 · price: Reflects restricted stock units ("RSUs"). Each unvested RSU outstanding immediately prior to the Effective Time was cancelled and assumed by New AspenTech and converted into the right to receive an award of RSUs covering that number of shares of New AspenTech common stock, rounded down to the nearest whole share, equal to the product of (x) the number of shares of AspenTech common stock underlying such AspenTech RSU award and (y) the sum of (i) 0.42 and (ii) the quotient obtained by dividing (xx) $87.69 by (yy) the volume-weighted average price per share of the New AspenTech common stock on Nasdaq during the five trading days after the Effective Time (the sum obtained under clause (y), the "Aspen Equity Award Exchange Ratio"). F4 · price: Each converted equity award described herein shall be subject to the same terms and conditions (including vesting and expiration schedule, as applicable) as applied to the corresponding AspenTech equity award as of immediately prior to the Effective Time. Read SEC document |
| May 16, 2022 Filed May 18, 2022 16:39 UTC | ASPENTECH Corp AZPN · Entity 127212 | Disposition to issuerCommon Stock | 1,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-014968 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381 F1 · kind: On May 16, 2022, the closing of the transactions contemplated by the Transaction Agreement and Plan of Merger, dated as of October 10, 2021, as amended, among Aspen Technology, Inc. ("AspenTech"), Emerson Electric Co., Emersub CX, Inc., ("New AspenTech") and certain other parties, occurred, pursuant to which AspenTech merged with a wholly owned subsidiary of New AspenTech (the "Merger"). Pursuant to the Merger, AspenTech became a wholly owned subsidiary of New AspenTech. F2 · price: At the effective time of the Merger (the "Effective Time"), each outstanding share of the AspenTech common stock (other than certain excluded shares) automatically converted into the right to receive $87.69 in cash (the "Cash Consideration"), plus 0.42 of a validly issued, fully paid and nonassessable share of New AspenTech. Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:48 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantCommon Stock | 826 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014459 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 22:58 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,435 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-22-000060 · wf-form4_164703949017452.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock - $.16-2/3 value · 1,435 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. F2 · derivative.exercise_date: In accordance with the terms of the grant, this RSU vested 100% on March 9, 2022, the date of the Company's 2022 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F2 · derivative.expiration_date: In accordance with the terms of the grant, this RSU vested 100% on March 9, 2022, the date of the Company's 2022 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 22:58 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 1,495 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-22-000060 · wf-form4_164703949017452.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,495 Underlying: Comm Stock - $.16-2/3 value · 1,495 shares Expires not disclosed F1 · derivative.exercise_date: This RSU vests 100% on the earlier of one year from the grant date or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert intoone (1) share of common stock of the Company. F1 · derivative.expiration_date: This RSU vests 100% on the earlier of one year from the grant date or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert intoone (1) share of common stock of the Company. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 22:58 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock - $.16-2/3 value | 1,435 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-22-000060 · wf-form4_164703949017452.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,184 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. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 16:41 UTC | IROBOT CORP IRBT · Entity 71819 | GrantCommon Stock | 1,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069459 · doc4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,348 F1 · shares: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:29 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantDirector Stock Option (Right to Buy) · Derivative | 482 | $129.50 Strike: $129.50 | $62,419.00 |
DisclosureSEC source: 0001127602-21-024893 · form4.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482 Underlying: Common Stock · 482 shares Expires 2031-08-31 F3 · derivative.exercise_date: The option granted at the exercise price of $129.50 was fully vested on the date of grant. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:29 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantCommon Stock | 273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024893 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 22:36 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-21-000059 · wf-form4_161550217578462.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock - $.16-2/3 value · 2,210 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. F2 · derivative.exercise_date: In accordance with the terms of the grant, this RSU vested 100% on March 10, 2021, the date of the Company's 2021 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F2 · derivative.expiration_date: In accordance with the terms of the grant, this RSU vested 100% on March 10, 2021, the date of the Company's 2021 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 22:36 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 1,435 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-21-000059 · wf-form4_161550217578462.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,435 Underlying: Comm Stock - $.16-2/3 value · 1,435 shares Expires not disclosed F1 · derivative.exercise_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders, or March 10, 2022. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F1 · derivative.expiration_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders, or March 10, 2022. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 22:36 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock - $.16-2/3 value | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-21-000059 · wf-form4_161550217578462.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,749 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. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 16:25 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,287 | $149.50 Strike: $149.50 | $192,406.50 |
DisclosureSEC source: 0001127602-21-010085 · form4.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,287 Underlying: Common Stock · 1,287 shares Expires 2031-03-07 F3 · derivative.exercise_date: One third of the options granted at the exercise price of $149.50 will vest on the first anniversary of the grant and the remainder will vest in eight consecutive quarterly installments on the last business day of the quarter until fully vested. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 16:25 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantCommon Stock | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010085 · form4.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. One third of the Restricted Stock Units will vest on the first anniversary of the grant date and the remainder will vest in eight equal consecutive quarterly installments on the last business day of the quarter until fully vested. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:28 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 2,035 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-20-000038 · wf-form4_158404488982553.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock - $.16-2/3 value · 2,035 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. F2 · derivative.exercise_date: In accordance with the terms of the grant, this RSU vested 100% on March 11, 2020, the date of the Company's 2020 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F2 · derivative.expiration_date: In accordance with the terms of the grant, this RSU vested 100% on March 11, 2020, the date of the Company's 2020 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:28 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 2,210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-20-000038 · wf-form4_158404488982553.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,210 Underlying: Comm Stock - $.16-2/3 value · 2,210 shares Expires not disclosed F1 · derivative.exercise_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders, or March 11, 2021. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F1 · derivative.expiration_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders, or March 11, 2021. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:28 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock - $.16-2/3 value | 2,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-20-000038 · wf-form4_158404488982553.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,539 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. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:15 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 1,504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-19-000054 · wf-form4_155259450140053.xml · derivative · entry 3 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Comm Stock - $.16-2/3 value · 1,504 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. F2 · derivative.exercise_date: In accordance with the terms of the grant, this RSU vested 100.00% on March 13, 2019, the date of the Company's 2019 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. F2 · derivative.expiration_date: In accordance with the terms of the grant, this RSU vested 100.00% on March 13, 2019, the date of the Company's 2019 Annual Meeting of Shareholders. Upon the vesting date, each vested RSU automatically converted into one (1) share of common stock of the Company. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:15 UTC | ANALOG DEVICES INC ADI · Entity 591 | GrantRestricted Stock Unit (RSU) · Derivative | 2,035 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000006281-19-000054 · wf-form4_155259450140053.xml · derivative · entry 2 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,035 Underlying: Comm Stock - $.16-2/3 value · 2,035 shares Expires not disclosed F1 · derivative.exercise_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders, or March 13, 2020. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. F1 · derivative.expiration_date: This RSU vests 100.00% on the earlier of the date of the Company's next Annual Meeting of Shareholders, or March 13, 2020. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 20:15 UTC | ANALOG DEVICES INC ADI · Entity 591 | Exercise / conversionComm Stock - $.16-2/3 value | 1,504 | $0.00 | $0.00 |
DisclosureSEC source: 0000006281-19-000054 · wf-form4_155259450140053.xml · nonDerivative · entry 1 Golz Karen · CIK 0001744712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504 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. 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.