Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PROGRESS SOFTWARE CORP /MA
Report date January 29, 2020 · Filed January 31, 2020
Section 16 reporting ended · disclosed 2020-01-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,198 |
Ending reported balance
After 2020-01-29 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-01-29 · Exercise / conversion · Acquired 7,641 · Balance 28,839 Row 2 · 2020-01-29 · Sale · Disposed 7,641 · Balance 21,198 F1: This transaction was executed in multiple trades at prices ranging from $46.300 to $46.435 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Row 3 · 2020-01-29 · Exercise / conversion · Acquired 4,568 · Balance 25,766 Row 4 · 2020-01-29 · Sale · Disposed 4,568 · Balance 21,198 F1: This transaction was executed in multiple trades at prices ranging from $46.300 to $46.435 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $29.05 · Expires 2024-03-30 | Direct | 13,227 |
Reported balance
After 2020-01-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-01-29 · Exercise / conversion · Disposed 7,641 · Balance 13,227 F2: Options were granted to the Reporting Person on March 31, 2017 under Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and vested as follows: 3,232 shares on April 1, 2019 and 4,409 shares on October 1, 2019. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $34.73 · Expires 2026-01-21 | Direct | 31,971 |
Reported balance
After 2020-01-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-01-29 · Exercise / conversion · Disposed 4,568 · Balance 31,971 F3: Options were granted to the Reporting Person on January 22, 2019 under the Company's 2008 Stock Option and Incentive Plan and vested on October 1, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $46.300 to $46.435 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F2: Options were granted to the Reporting Person on March 31, 2017 under Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and vested as follows: 3,232 shares on April 1, 2019 and 4,409 shares on October 1, 2019.
F3: Options were granted to the Reporting Person on January 22, 2019 under the Company's 2008 Stock Option and Incentive Plan and vested on October 1, 2019.
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 |
|---|---|---|---|---|---|---|
| January 30, 2017 Filed Jan 31, 2017 20:18 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001306044-17-000002 · wf-form4_148589388250835.xml · derivative · entry 1 Jalbert Paul A · CIK 0001306044 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498 Underlying: Common Stock · 498 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units acquired by the Reporting Person upon conversion of performance share units relating to FY16 performance pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents one share of common stock. One-third of the restricted stock units vest on April 1, 2017, with the remaining restricted stock units vesting in four semiannual installments over two years, subject to the continued employment of the Reporting Person with Progress Software Corporation. F1 · derivative.exercise_date: Represents restricted stock units acquired by the Reporting Person upon conversion of performance share units relating to FY16 performance pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents one share of common stock. One-third of the restricted stock units vest on April 1, 2017, with the remaining restricted stock units vesting in four semiannual installments over two years, subject to the continued employment of the Reporting Person with Progress Software Corporation. F1 · derivative.expiration_date: Represents restricted stock units acquired by the Reporting Person upon conversion of performance share units relating to FY16 performance pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents one share of common stock. One-third of the restricted stock units vest on April 1, 2017, with the remaining restricted stock units vesting in four semiannual installments over two years, subject to the continued employment of the Reporting Person with Progress Software Corporation. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · derivative · entry 12 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,669 Underlying: Common Stock · 333 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: Restricted stock units convert into common stock on a one-for-one basis. F10 · derivative.exercise_date: On January 18, 2016, the Reporting Person was granted 2,002 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2016, subject to the continued employment of the Reporting Person with Issuer. F10 · derivative.expiration_date: On January 18, 2016, the Reporting Person was granted 2,002 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2016, subject to the continued employment of the Reporting Person with Issuer. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · derivative · entry 11 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001 Underlying: Common Stock · 159 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: Restricted stock units convert into common stock on a one-for-one basis. F9 · derivative.exercise_date: Represents performance-based restricted stock units acquired by the Reporting Person based on Issuer performance in FY15. Each restricted stock unit vests in five installments, with one-third vesting on April 1, 2016 and the remaining restricted stock units vesting in four equal semi-annual installments, subject to the continued employment of the Reporting Person with Issuer. F9 · derivative.expiration_date: Represents performance-based restricted stock units acquired by the Reporting Person based on Issuer performance in FY15. Each restricted stock unit vests in five installments, with one-third vesting on April 1, 2016 and the remaining restricted stock units vesting in four equal semi-annual installments, subject to the continued employment of the Reporting Person with Issuer. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · derivative · entry 10 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001 Underlying: Common Stock · 333 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: Restricted stock units convert into common stock on a one-for-one basis. F8 · derivative.exercise_date: On January 15, 2015, the Reporting Person was granted 2,000 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2015, subject to the continued employment of the Reporting Person with Issuer. F8 · derivative.expiration_date: On January 15, 2015, the Reporting Person was granted 2,000 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2015, subject to the continued employment of the Reporting Person with Issuer. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · derivative · entry 9 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 Underlying: Common Stock · 350 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: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On January 13, 2014, the Reporting Person was granted 2,099 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2014, subject to the continued employment of the Reporting Person with Issuer. F7 · derivative.expiration_date: On January 13, 2014, the Reporting Person was granted 2,099 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2014, subject to the continued employment of the Reporting Person with Issuer. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 109 | $27.19 | $2,963.71 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 8 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,184 F6 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2016. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 7 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,293 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 52 | $27.19 | $1,413.88 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 6 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,960 F5 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 15, 2015. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 159 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 5 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,012 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 109 | $27.19 | $2,963.71 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 4 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,853 F4 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 15, 2015. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 3 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,962 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 114 | $27.19 | $3,099.66 |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 2 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,629 F3 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 13, 2014. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001306044-16-000009 · edgar.xml · nonDerivative · entry 1 Jalbert Paul A · CIK 0001306044 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,743 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 1,268 shares of common stock acquired through the Employee Stock Purchasing Plan: 227 on June 30, 2015, and 1,041 on March 31, 2016. 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.