Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILYSYS INCAGYS · Entity 897 | Vice President, Marketing | June 20, 2019 | June 24, 2019 |
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.
AGILYSYS INC
Report date June 20, 2019 · Filed June 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,482 |
Reported balance
After 2019-06-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-20 · Grant · Acquired 2,342 · Balance 10,482 F1: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2020, 2021 and 2022. |
| Stock-settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $22.41 · Expires 2026-06-20 | Direct | 7,489 |
Reported balance
After 2019-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-06-20 · Grant · Acquired 7,489 · Balance 7,489 F2: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2020, 2021 and 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2020, 2021 and 2022.
F2: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2020, 2021 and 2022.
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 20, 2019 Filed Jun 24, 2019 20:47 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock-settled Appreciation Rights · Derivative | 7,489 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001209191-19-038788 · doc4.xml · derivative · entry 2 Foster Heather Varian · CIK 0001742115 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,489 Underlying: Common Stock · 7,489 shares Expires 2026-06-20 F2 · security: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2020, 2021 and 2022. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:47 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 2,342 | $22.41 | $52,484.22 |
DisclosureSEC source: 0001209191-19-038788 · doc4.xml · nonDerivative · entry 1 Foster Heather Varian · CIK 0001742115 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,482 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2020, 2021 and 2022. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:41 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 1,088 | $21.17 | $23,032.96 |
DisclosureSEC source: 0001209191-19-022293 · doc4.xml · nonDerivative · entry 1 Foster Heather Varian · CIK 0001742115 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,140 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| May 31, 2018 Filed Jun 5, 2018 01:01 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock-settled Appreciation Rights · Derivative | 5,573 | $0.00 Strike: $14.22 | $0.00 |
DisclosureSEC source: 0001209191-18-035413 · doc4.xml · derivative · entry 2 Foster Heather Varian · CIK 0001742115 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,573 Underlying: Common Stock · 5,573 shares Expires 2025-05-31 F2 · security: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2019, 2020 and 2021. Read SEC document |
| May 31, 2018 Filed Jun 5, 2018 01:01 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 9,228 | $14.22 | $131,222.16 |
DisclosureSEC source: 0001209191-18-035413 · doc4.xml · nonDerivative · entry 1 Foster Heather Varian · CIK 0001742115 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,228 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2019, 2020 and 2021. 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.