Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSIGHT ENTERPRISES INCNSIT · Entity 3974 | CFO, INA SVP Finance | February 24, 2021 | February 26, 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.
INSIGHT ENTERPRISES INC
Report date February 24, 2021 · Filed February 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,677 |
Reported balance
After 2021-02-24 transaction · row 1
1 source rowRow 1 · 2021-02-24 · Sale · Disposed 4,700 · Balance 13,677 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.45 to 83.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.45 to 83.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Unit · Derivative | 1,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · derivative · entry 20 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931 Underlying: Common Stock · 1,931 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_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F8 · derivative.exercise_date: The number of restricted stock units increases or decreases with non-GAAP return on invested capital against budgeted non-GAAP return on invested capital, and the restricted stock units will vest in three equal annual installments beginning February 20, 2016. F8 · derivative.expiration_date: The number of restricted stock units increases or decreases with non-GAAP return on invested capital against budgeted non-GAAP return on invested capital, and the restricted stock units will vest in three equal annual installments beginning February 20, 2016. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Unit · Derivative | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · derivative · entry 19 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,177 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_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F7 · derivative.exercise_date: The number of restricted stock units increases or decreases with non-GAAP return on invested capital against budgeted non-GAAP return on invested capital, and the restricted stock units will vest in three equal annual installments beginning February 20, 2015. F7 · derivative.expiration_date: The number of restricted stock units increases or decreases with non-GAAP return on invested capital against budgeted non-GAAP return on invested capital, and the restricted stock units will vest in three equal annual installments beginning February 20, 2015. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Unit · Derivative | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · derivative · entry 18 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,480 Underlying: Common Stock · 1,160 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_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F6 · derivative.exercise_date: The restricted stock units were granted on February 20, 2016 with vesting to occur in four equal annual installments beginning February 20, 2017. F6 · derivative.expiration_date: The restricted stock units were granted on February 20, 2016 with vesting to occur in four equal annual installments beginning February 20, 2017. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Unit · Derivative | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · derivative · entry 17 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930 Underlying: Common Stock · 966 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_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F5 · derivative.exercise_date: The restricted stock units were granted on February 20, 2015, with vesting to occur in four equal annual installments beginning February 20, 2016. F5 · derivative.expiration_date: The restricted stock units were granted on February 20, 2015, with vesting to occur in four equal annual installments beginning February 20, 2016. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Unit · Derivative | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · derivative · entry 16 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088 Underlying: Common Stock · 1,088 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_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F4 · derivative.exercise_date: The restricted stock units were granted on February 20, 2014, with vesting to occur in four equal annual installments beginning February 20, 2015. F4 · derivative.expiration_date: The restricted stock units were granted on February 20, 2014, with vesting to occur in four equal annual installments beginning February 20, 2015. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Unit · Derivative | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · derivative · entry 15 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F3 · derivative.exercise_date: The restricted stock units were granted on February 20, 2013, with vesting to occur in four equal annual installments beginning February 20, 2014. F3 · derivative.expiration_date: The restricted stock units were granted on February 20, 2013, with vesting to occur in four equal annual installments beginning February 20, 2014. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 1,035 | $44.48 | $46,036.80 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 14 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,840 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 3,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 13 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,875 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 |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 612 | $44.48 | $27,221.76 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 12 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,684 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 1,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 11 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,296 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 |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 814 | $44.48 | $36,206.72 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 10 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,365 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 9 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,179 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 |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 376 | $44.48 | $16,724.48 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 8 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,002 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 7 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,378 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 |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 313 | $44.48 | $13,922.24 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 6 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 5 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531 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 |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 353 | $44.48 | $15,701.44 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 4 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 3 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 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 |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Tax withholdingCommon Stock | 398 | $44.48 | $17,703.04 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 2 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830 F1 · acquired: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 21:13 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013198 · doc4.xml · nonDerivative · entry 1 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,228 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 |
| February 13, 2017 Filed Feb 14, 2017 22:03 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | SaleCommon Stock | 8,751 | $45.23 | $395,834.86 |
DisclosureSEC source: 0001209191-17-010499 · doc4.xml · nonDerivative · entry 1 Johnson Helen · CIK 0001417005 · CFO, INA SVP Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.97 to 45.415, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. 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.