Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMPHENOL CORP /DE/APH · Entity 2846 | Director | May 22, 2026 | May 27, 2026 |
| MARKETAXESS HOLDINGS INCMKTX · Entity 3821 | Director | June 10, 2026 | June 12, 2026 |
| WEX Inc.WEX · Entity 2285 | Director | May 15, 2025 | May 19, 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.
AMPHENOL CORP /DE/
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted StockSEC Table I · non-derivative | Direct | 1,552 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 1,552 · Balance 1,552 F1: Stock awards granted pursuant to the terms of the 2024 Restricted Stock Plan for Directors of Amphenol Corporation. |
| Class A Common StockSEC Table I · non-derivative | Direct | 18,842 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,842 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock awards granted pursuant to the terms of the 2024 Restricted Stock Plan for Directors of Amphenol Corporation.
MARKETAXESS HOLDINGS INC
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.003 per shareSEC Table I · non-derivative | Direct | 5,152 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 1,390 · Balance 5,152 F1: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan.
WEX Inc.
Report date May 15, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,567 |
Reported balance
After 2025-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 1,567 · Balance 1,567 F1: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F2: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason.
F2: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CA, INC.
Report date November 05, 2018 · Filed November 05, 2018
Section 16 reporting ended · disclosed 2018-11-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-11-05 | Direct | 0 |
Reported balance
After 2018-11-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-11-05 · Disposition to issuer · Disposed 1,088.359 · Balance 0 F1: Previously issued under the Issuer's Compensation Plans for Non-Employee Directors. F2: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon. F3: Deferred Stock Units are convertible into Common Stock on a one-for-one basis. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-11-05 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-02 · Disposition to issuer · Disposed 710.049 · Balance 0 F4: Issued under the Issuer's Compensation Plans for Non-Employee Directors. This represents the pro-rated amount of Deferred Stock Units for the period between October 1, 2018 to November 5, 2018. F2: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon. F3: Deferred Stock Units are convertible into Common Stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Previously issued under the Issuer's Compensation Plans for Non-Employee Directors.
F2: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon.
F3: Deferred Stock Units are convertible into Common Stock on a one-for-one basis.
F4: Issued under the Issuer's Compensation Plans for Non-Employee Directors. This represents the pro-rated amount of Deferred Stock Units for the period between October 1, 2018 to November 5, 2018.
Cornerstone OnDemand Inc
Report date October 15, 2021 · Filed October 18, 2021
Section 16 reporting ended · disclosed 2021-10-18. 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 |
Reported balance
After 2021-10-15 transaction · row 1
1 source rowRow 1 · 2021-10-15 · Disposition to issuer · Disposed 14,341 · Balance 0 F1: Reflects disposition of Issuer restricted stock unit award (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. F2: Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of Issuer restricted stock unit award (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021.
F2: Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes.
MTS SYSTEMS CORP
Report date April 07, 2021 · Filed April 08, 2021
Section 16 reporting ended · disclosed 2021-04-08. 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 2021-04-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-04-07 · Disposition to issuer · Disposed 2,045 · Balance 4,510 F1: Pursuant to the Agreement and Plan of Merger among Amphenol Corporation, Moon Merger Sub Corporation and the Company (the "Merger Agreement"), each unvested restricted stock unit became fully vested immediately prior to the effective time of the merger. Restricted stock units were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of restricted stock units, less any required withholding of taxes. Row 2 · 2021-04-07 · Disposition to issuer · Disposed 4,510 · Balance 0 F2: Pursuant to the Merger Agreement, deferred stock units were cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of deferred stock units, less any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger among Amphenol Corporation, Moon Merger Sub Corporation and the Company (the "Merger Agreement"), each unvested restricted stock unit became fully vested immediately prior to the effective time of the merger. Restricted stock units were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of restricted stock units, less any required withholding of taxes.
F2: Pursuant to the Merger Agreement, deferred stock units were cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of deferred stock units, less any required withholding of taxes.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269472 · ownership.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,152 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:01 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantRestricted Stock | 1,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-066890 · tm2615640-1_4seq1.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,552 F1 · shares: Stock awards granted pursuant to the terms of the 2024 Restricted Stock Plan for Directors of Amphenol Corporation. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:22 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082361 · ownership.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,762 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:15 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantRestricted Stock | 2,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014903 · form4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,360 F1 · shares: Stock awards granted pursuant to the terms of the 2024 Restricted Stock Plan for Directors of Amphenol Corporation. Read SEC document |
| May 15, 2025 Filed May 19, 2025 23:11 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000138 · wk-form4_1747696284.xml · derivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,567 Underlying: Common Stock · 1,567 shares Expires not disclosed F1 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000099 · wk-form4_1747171947.xml · derivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 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: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 9, 2025. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 9, 2025. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:32 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000099 · wk-form4_1747171947.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,387 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 · shares: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan which vested on May 9, 2025. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070658 · ownership.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,978 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| May 17, 2024 Filed May 21, 2024 13:56 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantRestricted Stock | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016070 · form4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,365 F1 · shares: Stock awards granted pursuant to the terms of the 2024 Restricted Stock Plan for Directors of Amphenol Corporation. Read SEC document |
| May 15, 2024 Filed May 15, 2024 21:23 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | Exercise / conversionPhantom Stock · Derivative | 2,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015515 · form4.xml · derivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,375 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of phantom stock was the economic equivalent of one share of Class A Common Stock of the Issuer and was settled in shares of Class A Common Stock on May 15, 2024, the day immediately prior to the 2024 regular annual meeting of the Issuer's stockholders. F1 · price: Each share of phantom stock was the economic equivalent of one share of Class A Common Stock of the Issuer and was settled in shares of Class A Common Stock on May 15, 2024, the day immediately prior to the 2024 regular annual meeting of the Issuer's stockholders. F1 · derivative.exercise_date: Each share of phantom stock was the economic equivalent of one share of Class A Common Stock of the Issuer and was settled in shares of Class A Common Stock on May 15, 2024, the day immediately prior to the 2024 regular annual meeting of the Issuer's stockholders. F1 · derivative.expiration_date: Each share of phantom stock was the economic equivalent of one share of Class A Common Stock of the Issuer and was settled in shares of Class A Common Stock on May 15, 2024, the day immediately prior to the 2024 regular annual meeting of the Issuer's stockholders. Read SEC document |
| May 15, 2024 Filed May 15, 2024 21:23 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | Exercise / conversionClass A Common Stock | 2,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015515 · form4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of phantom stock was the economic equivalent of one share of Class A Common Stock of the Issuer and was settled in shares of Class A Common Stock on May 15, 2024, the day immediately prior to the 2024 regular annual meeting of the Issuer's stockholders. Read SEC document |
| May 11, 2024 Filed May 13, 2024 23:47 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Unit · Derivative | 1,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000145 · wk-form4_1715644057.xml · derivative · entry 3 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,147 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: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 11, 2024. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 11, 2024. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 11, 2024 Filed May 13, 2024 23:47 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000145 · wk-form4_1715644057.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,427 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 · shares: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 11, 2024. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 09, 2024 Filed May 13, 2024 23:47 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000145 · wk-form4_1715644057.xml · derivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires not disclosed F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:20 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035822 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,075 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 13:35 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantPhantom Stock · Derivative | 2,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017992 · form4.xml · derivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,375 Underlying: Class A Common Stock · 2,375 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock of the Issuer and will be settled in cash, or at the election of the Reporting Person, in shares of common stock of the Issuer on the first to occur of (i) May 19, 2024, or (ii) the day immediately prior to the date of the 2024 regular annual meeting of the Issuer's stockholders. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock of the Issuer and will be settled in cash, or at the election of the Reporting Person, in shares of common stock of the Issuer on the first to occur of (i) May 19, 2024, or (ii) the day immediately prior to the date of the 2024 regular annual meeting of the Issuer's stockholders. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock of the Issuer and will be settled in cash, or at the election of the Reporting Person, in shares of common stock of the Issuer on the first to occur of (i) May 19, 2024, or (ii) the day immediately prior to the date of the 2024 regular annual meeting of the Issuer's stockholders. Read SEC document |
| May 19, 2023 Filed May 22, 2023 19:01 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantRestricted Stock | 2,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016414 · form4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,375 F1 · shares: Stock awards granted pursuant to the terms of the 2012 Restricted Stock Plan for Directors of Amphenol Corporation. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000102 · wf-form4_168418483033898.xml · derivative · entry 3 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,030 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: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 12, 2023. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 12, 2023. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:07 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000102 · wf-form4_168418483033898.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,280 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 · shares: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 12, 2023. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:07 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Unit · Derivative | 1,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000102 · wf-form4_168418483033898.xml · derivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147 Underlying: Common Stock · 1,147 shares Expires not disclosed F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 11, 2024. F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 11, 2024. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:30 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035910 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,403 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 04, 2022 Filed Jun 7, 2022 00:58 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000128 · wf-form4_165456350675953.xml · derivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 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: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on June 4, 2022. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on June 4, 2022. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| June 04, 2022 Filed Jun 7, 2022 00:58 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000128 · wf-form4_165456350675953.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 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 · shares: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on June 4, 2022. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 19, 2022 Filed May 20, 2022 17:41 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantRestricted Stock | 2,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015223 · form4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 F1 · shares: Stock awards granted pursuant to the terms of the 2012 Restricted Stock Plan for Directors of Amphenol Corporation. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:57 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000109 · wf-form4_165273821003066.xml · derivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,030 shares Expires not disclosed F1 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 12:05 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | Disposition to issuerCommon Stock | 14,341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-060661 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Reflects disposition of Issuer restricted stock unit award (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:02 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049266 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 906 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 16:14 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantRestricted Stock | 1,837 | $70.39 | $129,306.43 |
DisclosureSEC source: 0001127602-21-022536 · form4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,837 F1 · shares: Stock awards granted pursuant to the terms of the 2012 Restricted Stock Plan for Directors of Amphenol Corporation. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 16:13 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | GrantCommon Stock | 5,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039431 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,341 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the earlier of (i) the first anniversary of the grant date, or (ii) the date of the Issuer's next annual meeting of shareholders, in each case subject to the Reporting Person's continued service as of such date. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:17 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000165 · wf-form4_162318337642671.xml · derivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 16:14 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | Disposition to issuerCommon Stock | 4,510 | $58.50 | $263,835.00 |
DisclosureSEC source: 0000914190-21-000103 · edgar.xml · nonDerivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: Pursuant to the Merger Agreement, deferred stock units were cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of deferred stock units, less any required withholding of taxes. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 16:14 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | Disposition to issuerCommon Stock | 2,045 | $58.50 | $119,632.50 |
DisclosureSEC source: 0000914190-21-000103 · edgar.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 F1 · shares: Pursuant to the Agreement and Plan of Merger among Amphenol Corporation, Moon Merger Sub Corporation and the Company (the "Merger Agreement"), each unvested restricted stock unit became fully vested immediately prior to the effective time of the merger. Restricted stock units were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $58.50 multiplied by the number of restricted stock units, less any required withholding of taxes. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 17:36 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000060 · edgar.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,555 F1 · shares: Represents restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. F2 · balance_after: Includes (i) 4,510 deferred stock units that may be settled in an equal number of common shares after the reporting person leaves the issuer's board; and (ii) 2,045 restricted stock units that vest on 2/15/22. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 16:52 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | GrantCommon Stock | 9,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064445 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,274 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). One-third (1/3) of the RSUs will vest on the first, second and third anniversaries of the grant date, subject to the Reporting Person's continued service as of each such date. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 21:00 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036646 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 16:34 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 2,695 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000061 · edgar.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 F1 · shares: Represents restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. F2 · balance_after: Includes (i) 1,815 deferred stock units that may be settled in an equal number of common shares after the reporting person leaves the issuer's board; and (ii) 2,695 restricted stock units that vest on 2/11/21. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 20:11 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044007 · doc4.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2012 Incentive Plan. Read SEC document |
| April 15, 2019 Filed Apr 17, 2019 16:21 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 1,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-19-000104 · edgar.xml · nonDerivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815 F1 · shares: Represents restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. F2 · balance_after: Represents 1,815 restricted stock units that vest on 4/15/20. Read SEC document |
| November 05, 2018 Filed Nov 5, 2018 20:35 UTC | CA, INC. CA · Entity 162566 | Disposition to issuerDeferred Stock Units · Derivative | 1,088.359 | $44.50 Strike: $0.00 | $48,431.98 |
DisclosureSEC source: 0000899243-18-028281 · doc4.xml · derivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.10 par value · 1,088.359 shares Expires 2018-11-05 F1 · security: Previously issued under the Issuer's Compensation Plans for Non-Employee Directors. F2 · date: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon. F1 · shares: Previously issued under the Issuer's Compensation Plans for Non-Employee Directors. F2 · derivative.exercise_date: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon. F3 · derivative.underlying_shares: Deferred Stock Units are convertible into Common Stock on a one-for-one basis. Read SEC document |
| November 02, 2018 Filed Nov 5, 2018 20:35 UTC | CA, INC. CA · Entity 162566 | Disposition to issuerDeferred Stock Units · Derivative | 710.049 | $44.50 Strike: $0.00 | $31,597.18 |
DisclosureSEC source: 0000899243-18-028281 · doc4.xml · derivative · entry 2 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.10 par value · 710.049 shares Expires 2018-11-05 F4 · security: Issued under the Issuer's Compensation Plans for Non-Employee Directors. This represents the pro-rated amount of Deferred Stock Units for the period between October 1, 2018 to November 5, 2018. F2 · date: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon. F4 · shares: Issued under the Issuer's Compensation Plans for Non-Employee Directors. This represents the pro-rated amount of Deferred Stock Units for the period between October 1, 2018 to November 5, 2018. F2 · derivative.exercise_date: Disposed of pursuant to the Agreement and Plan of Merger between the Issuer, Broadcom Inc., and Collie Acquisition Corp., dated as of July 11, 2018, in exchange for a cash payment of $44.50 per share without interest thereon. F3 · derivative.underlying_shares: Deferred Stock Units are convertible into Common Stock on a one-for-one basis. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 17:47 UTC | CA, INC. CA · Entity 162566 | GrantDeferred Stock Units · Derivative | 1,088.359 | $0.00 | $0.00 |
DisclosureSEC source: 0000356028-18-000149 · wf-form4_153851682465199.xml · derivative · entry 1 Altobello Nancy A. · CIK 0001742905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088.359 Underlying: Common Stock, $0.10 par value · 1,088.359 shares Expires not disclosed F1 · security: Issued under the 2012 Compensation Plan for Non-Employee Directors, as amended, and to be settled by issuance of shares of Common Stock either in a lump sum or in installments following termination ofservice as a director. F2 · derivative.exercise_price: Deferred Stock Units are convertible into Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Issued under the 2012 Compensation Plan for Non-Employee Directors, as amended, and to be settled by issuance of shares of Common Stock either in a lump sum or in installments following termination ofservice as a director. F1 · derivative.expiration_date: Issued under the 2012 Compensation Plan for Non-Employee Directors, as amended, and to be settled by issuance of shares of Common Stock either in a lump sum or in installments following termination ofservice as a director. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.