Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | SVP, Service Delivery | September 11, 2020 | September 14, 2020 |
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.
Q2 Holdings, Inc.
Report date September 11, 2020 · Filed September 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,126 |
Reported balance
After 2020-09-11 transaction · row 1
1 source rowRow 1 · 2020-09-11 · Sale · Disposed 450 · Balance 20,126 F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.19 to $88.65 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., 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: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.19 to $88.65 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ShoreTel Inc
Report date September 25, 2017 · Filed September 27, 2017
Section 16 reporting ended · disclosed 2017-09-27. 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 2017-09-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-09-25 · Disposition to issuer · Disposed 77,544 · Balance 0 F1: Following the acquisition of ShoreTel, Inc. by Mitel Networks Corporation, shares of ShoreTel, Inc. common stock were subject to a tender offer of $7.50 per share. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.73 · Expires 2021-11-14 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-09-25 · Disposition to issuer · Disposed 9,375 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.02 · Expires 2022-09-11 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-09-25 · Disposition to issuer · Disposed 22,500 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.61 · Expires 2024-08-15 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-09-25 · Disposition to issuer · Disposed 50,000 · Balance 0 F3: Originally scheduled to vest at the rate of 25% on the first anniversary date of the grant and 1/48th per month thereafter. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.35 · Expires 2025-08-21 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-09-25 · Disposition to issuer · Disposed 85,000 · Balance 0 F3: Originally scheduled to vest at the rate of 25% on the first anniversary date of the grant and 1/48th per month thereafter. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.44 · Expires 2023-08-15 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-09-25 · Disposition to issuer · Disposed 50,500 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-08-15 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-09-25 · Disposition to issuer · Disposed 6,250 · Balance 0 F4: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-08-21 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-09-25 · Disposition to issuer · Disposed 12,500 · Balance 0 F4: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-08-18 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-09-25 · Disposition to issuer · Disposed 37,500 · Balance 0 F4: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Following the acquisition of ShoreTel, Inc. by Mitel Networks Corporation, shares of ShoreTel, Inc. common stock were subject to a tender offer of $7.50 per share.
F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes.
F3: Originally scheduled to vest at the rate of 25% on the first anniversary date of the grant and 1/48th per month thereafter. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017.
F4: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017.
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 |
|---|---|---|---|---|---|---|
| September 11, 2020 Filed Sep 14, 2020 20:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 450 | $85.77 | $38,596.50 |
DisclosureSEC source: 0001410384-20-000147 · wf-form4_160011670611723.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP, Service Delivery 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,126 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.19 to $88.65 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., 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 |
| May 07, 2020 Filed May 8, 2020 20:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,412 | $85.00 | $205,020.00 |
DisclosureSEC source: 0001410384-20-000083 · wf-form4_158896974292199.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP, Service Delivery 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,576 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| March 13, 2020 Filed Mar 27, 2020 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 5,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000072 · wf-form4_158534352405424.xml · nonDerivative · entry 2 Oruganti Bharath · CIK 0001595526 · SVP, Service Delivery 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,988 F1 · date: Form 4 is being filed late due to delays caused by technical difficulties as a result of the COVID-19 pandemic. F3 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2021. Read SEC document |
| March 13, 2020 Filed Mar 27, 2020 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 5,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000072 · wf-form4_158534352405424.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP, Service Delivery 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,541 F1 · date: Form 4 is being filed late due to delays caused by technical difficulties as a result of the COVID-19 pandemic. F2 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 13th of each of 2021, 2022 and 2023. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerRestricted Stock Unit · Derivative | 37,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 9 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2026-08-18 F4 · derivative.exercise_date: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerRestricted Stock Unit · Derivative | 12,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 8 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2025-08-21 F4 · derivative.exercise_date: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerRestricted Stock Unit · Derivative | 6,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 7 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2024-08-15 F4 · derivative.exercise_date: Originally scheduled to vest at the rate of 25% a year over 4 years, on the anniversary date of the grant. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 50,500 | $0.00 Strike: $4.44 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 6 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,500 shares Expires 2023-08-15 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 85,000 | $0.00 Strike: $7.35 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 5 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,000 shares Expires 2025-08-21 F3 · derivative.exercise_date: Originally scheduled to vest at the rate of 25% on the first anniversary date of the grant and 1/48th per month thereafter. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $6.61 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 4 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2024-08-15 F3 · derivative.exercise_date: Originally scheduled to vest at the rate of 25% on the first anniversary date of the grant and 1/48th per month thereafter. Vesting was accelerated pursuant to the ShoreTel, Inc. 2007 and/or 2015 Equity Incentive Plan, a Retention or Employment Agreement and the Agreement and Plan of Merger by and among Mitel HS Holdings, Inc., Shelby Acquisition Corporation, ShoreTel, In. and Mitel Networks Corporation dated as of July 26, 2017. F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $4.02 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 3 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,500 shares Expires 2022-09-11 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 9,375 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · derivative · entry 2 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,375 shares Expires 2021-11-14 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 17:20 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerCommon Stock | 77,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028252 · form4.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Following the acquisition of ShoreTel, Inc. by Mitel Networks Corporation, shares of ShoreTel, Inc. common stock were subject to a tender offer of $7.50 per share. Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 18:58 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 6,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026229 · form4.xml · derivative · entry 6 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 6,250 shares Expires 2025-08-21 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. F3 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 18:58 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 1,710 | $7.45 | $12,739.50 |
DisclosureSEC source: 0001127602-17-026229 · form4.xml · nonDerivative · entry 4 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,544 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 18:58 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026229 · form4.xml · nonDerivative · entry 3 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,254 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 18:58 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 12,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026229 · form4.xml · derivative · entry 5 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 12,500 shares Expires 2026-08-18 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. F3 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 18:58 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 3,419 | $7.45 | $25,471.55 |
DisclosureSEC source: 0001127602-17-026229 · form4.xml · nonDerivative · entry 2 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,004 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 18:58 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026229 · form4.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,423 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 17:52 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 6,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025969 · form4.xml · derivative · entry 6 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 6,250 shares Expires 2024-08-15 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. F3 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 17:52 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 11,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025969 · form4.xml · derivative · entry 5 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,000 shares Expires 2017-08-15 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. F3 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 17:52 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 1,710 | $7.50 | $12,825.00 |
DisclosureSEC source: 0001127602-17-025969 · form4.xml · nonDerivative · entry 4 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,923 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 17:52 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025969 · form4.xml · nonDerivative · entry 3 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,633 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 17:52 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 3,009 | $7.50 | $22,567.50 |
DisclosureSEC source: 0001127602-17-025969 · form4.xml · nonDerivative · entry 2 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,383 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 17:52 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025969 · form4.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP Worldwide Business Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,392 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 18:54 UTC | ShoreTel Inc SHOR · Entity 172921 | GrantCommon Stock | 498 | $5.07 | $2,524.86 |
DisclosureSEC source: 0001127602-16-065933 · form4.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP Services and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,392 F1 · shares: Shares of ShoreTel, Inc. acquired pursuant to ShoreTel, Inc.'s Employee Stock Purchase Plan (ESPP). Read SEC document |
| September 11, 2016 Filed Sep 13, 2016 16:13 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 3,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062463 · form4.xml · derivative · entry 3 Oruganti Bharath · CIK 0001595526 · SVP Services and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 shares Expires 2016-09-11 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. F3 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| September 11, 2016 Filed Sep 13, 2016 16:13 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 1,026 | $7.90 | $8,105.40 |
DisclosureSEC source: 0001127602-16-062463 · form4.xml · nonDerivative · entry 2 Oruganti Bharath · CIK 0001595526 · SVP Services and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,894 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| September 11, 2016 Filed Sep 13, 2016 16:13 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062463 · form4.xml · nonDerivative · entry 1 Oruganti Bharath · CIK 0001595526 · SVP Services and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,920 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: Upon vest RSUs converted into common stock on a one-for-one basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.