Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSIGHT ENTERPRISES INCNSIT · Entity 3974 | President, North America | February 20, 2020 | February 24, 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.
INSIGHT ENTERPRISES INC
Report date February 20, 2020 · Filed February 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,708 |
Ending reported balance
After 2020-02-20 transaction · row 16
16 source rows · reconciled sequenceRow 1 · 2020-02-20 · Exercise / conversion · Acquired 2,320 · Balance 47,879 Row 2 · 2020-02-20 · Tax withholding · Disposed 1,031 · Balance 46,848 Row 3 · 2020-02-20 · Exercise / conversion · Acquired 1,349 · Balance 48,197 Row 4 · 2020-02-20 · Tax withholding · Disposed 599 · Balance 47,598 Row 5 · 2020-02-20 · Exercise / conversion · Acquired 1,983 · Balance 49,581 Row 6 · 2020-02-20 · Tax withholding · Disposed 881 · Balance 48,700 Row 7 · 2020-02-20 · Exercise / conversion · Acquired 1,302 · Balance 50,002 Row 8 · 2020-02-20 · Tax withholding · Disposed 578 · Balance 49,424 Row 9 · 2020-02-20 · Exercise / conversion · Acquired 4,341 · Balance 53,765 Row 10 · 2020-02-20 · Tax withholding · Disposed 1,579 · Balance 52,186 Row 11 · 2020-02-20 · Exercise / conversion · Acquired 3,035 · Balance 55,221 Row 12 · 2020-02-20 · Tax withholding · Disposed 893 · Balance 54,328 Row 13 · 2020-02-20 · Exercise / conversion · Acquired 7,930 · Balance 62,258 Row 14 · 2020-02-20 · Tax withholding · Disposed 2,335 · Balance 59,923 Row 15 · 2020-02-20 · Exercise / conversion · Acquired 2,605 · Balance 62,528 Row 16 · 2020-02-20 · Tax withholding · Disposed 820 · Balance 61,708 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-20 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2020-02-20 · Exercise / conversion · Disposed 2,320 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2: The restricted stock units were granted on February 20, 2016 with vesting to occur in four equal annual installments beginning February 20, 2017. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,349 |
Reported balance
After 2020-02-20 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2020-02-20 · Exercise / conversion · Disposed 1,349 · Balance 1,349 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F3: The restricted stock units were granted on February 20, 2017 with vesting to occur in four equal annual installments beginning February 20, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,964 |
Reported balance
After 2020-02-20 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2020-02-20 · Exercise / conversion · Disposed 1,983 · Balance 3,964 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F4: The restricted stock units were granted on February 20, 2018 with vesting to occur in four equal annual installments beginning February 20, 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,906 |
Reported balance
After 2020-02-20 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2020-02-20 · Exercise / conversion · Disposed 1,302 · Balance 3,906 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F5: The restricted stock units were granted on February 20, 2019, with vesting to occur in four equal annual installments beginning February 20, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,021 |
Reported balance
After 2020-02-20 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2020-02-20 · Exercise / conversion · Disposed 4,341 · Balance 13,021 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F5: The restricted stock units were granted on February 20, 2019, with vesting to occur in four equal annual installments beginning February 20, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-20 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2020-02-20 · Exercise / conversion · Disposed 3,035 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F6: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,930 |
Reported balance
After 2020-02-20 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2020-02-20 · Exercise / conversion · Disposed 7,930 · Balance 7,930 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F7: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,208 |
Reported balance
After 2020-02-20 transaction · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · 2020-02-20 · Exercise / conversion · Disposed 2,605 · Balance 5,208 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F8: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,770 |
Reported balance
After 2020-02-20 transaction · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · 2020-02-20 · Grant · Acquired 5,770 · Balance 5,770 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F9: The restricted stock units were granted on February 20, 2020 with vesting to occur in four equal annual installments beginning February 20, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,654 |
Reported balance
After 2020-02-20 transaction · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 2020-02-20 · Grant · Acquired 8,654 · Balance 8,654 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F10: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc.
F2: The restricted stock units were granted on February 20, 2016 with vesting to occur in four equal annual installments beginning February 20, 2017.
F3: The restricted stock units were granted on February 20, 2017 with vesting to occur in four equal annual installments beginning February 20, 2018.
F4: The restricted stock units were granted on February 20, 2018 with vesting to occur in four equal annual installments beginning February 20, 2019.
F5: The restricted stock units were granted on February 20, 2019, with vesting to occur in four equal annual installments beginning February 20, 2020.
F6: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2018.
F7: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2019.
F8: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2020.
F9: The restricted stock units were granted on February 20, 2020 with vesting to occur in four equal annual installments beginning February 20, 2021.
F10: The number of restricted stock units increases or decreases with the Company's performance against specific objectives defined in advance of the grant date, and the restricted stock units will vest in three equal annual installments beginning February 20, 2021.
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 21:10 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013191 · doc4.xml · nonDerivative · entry 1 Dodenhoff Steven W. · CIK 0001541189 · President, US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,127 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.