Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKBAUD INCBLKB · Entity 476 | EVP, Strategic Enter. P-ships | May 15, 2019 | May 16, 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.
BLACKBAUD INC
Report date May 15, 2019 · Filed May 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,353 |
Reported balance
After 2019-05-15 transaction · row 1
1 source rowRow 1 · 2019-05-15 · Tax withholding · Disposed 1,200 · Balance 56,353 F1: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted May 14, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted May 14, 2015.
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 |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 16, 2019 20:38 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,200 | $78.02 | $93,624.00 |
DisclosureSEC source: 0001209191-19-030415 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP, Strategic Enter. P-ships 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,353 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted May 14, 2015. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 22:19 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 2,018 | $77.63 | $156,657.34 |
DisclosureSEC source: 0001209191-19-011203 · doc4.xml · nonDerivative · entry 2 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,553 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of performance restricted stock units granted February 14, 2017. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 22:19 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,241 | $77.63 | $96,338.83 |
DisclosureSEC source: 0001209191-19-011203 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,571 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 14, 2017. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:37 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 414 | $77.80 | $32,209.20 |
DisclosureSEC source: 0001209191-19-010327 · doc4.xml · nonDerivative · entry 6 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,812 F6 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 12, 2018. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:37 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 350 | $77.80 | $27,230.00 |
DisclosureSEC source: 0001209191-19-010327 · doc4.xml · nonDerivative · entry 5 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,226 F5 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted February 12, 2018. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 22:37 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,017 | $75.71 | $76,997.07 |
DisclosureSEC source: 0001209191-19-010327 · doc4.xml · nonDerivative · entry 4 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,576 F4 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 11, 2016. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 22:37 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,292 | $75.71 | $97,817.32 |
DisclosureSEC source: 0001209191-19-010327 · doc4.xml · nonDerivative · entry 3 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,593 F3 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted February 11, 2016. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 22:37 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 5,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010327 · doc4.xml · nonDerivative · entry 2 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,885 F2 · shares: Represents a restricted stock award which vests in four equal annual installments beginning on February 12, 2020, subject to continued employment. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 22:37 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 3,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010327 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,172 F1 · shares: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted in 2018 would vest in three equal annual installments beginning on February 12, 2019 based on the Issuer achieving performance goals for the period ended December 31, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:20 UTC | BLACKBAUD INC BLKB · Entity 476 | SaleCommon Stock | 8,800 | $103.14 | $907,632.00 |
DisclosureSEC source: 0001209191-18-012968 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,831 F1 · price: This transaction was executed in multiple trades at prices ranging from $103.00 to $103.29. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 23:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 2,019 | $97.33 | $196,509.27 |
DisclosureSEC source: 0001209191-18-011026 · doc4.xml · nonDerivative · entry 3 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F3 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted February 14, 2017. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 23:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,252 | $97.33 | $121,857.16 |
DisclosureSEC source: 0001209191-18-011026 · doc4.xml · nonDerivative · entry 2 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,650 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 14, 2017. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:27 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 13,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011026 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,902 F1 · shares: The Compensation Committee determined that performance restricted stock units ("PRSUs") granted in 2017 would vest in three equal annual installments beginning on February 14, 2018 based on the Issuer achieving performance goals for the period ended December 31, 2017. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:15 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 5,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010126 · doc4.xml · nonDerivative · entry 3 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,840 F3 · shares: Represents a restricted stock award which vests in four equal annual installments beginning on February 12, 2019, subject to continued employment. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:15 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,292 | $93.58 | $120,905.36 |
DisclosureSEC source: 0001209191-18-010126 · doc4.xml · nonDerivative · entry 2 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,564 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of performance restricted stock units granted February 11, 2016. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:15 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,006 | $93.58 | $94,141.48 |
DisclosureSEC source: 0001209191-18-010126 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,856 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 11, 2016. Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 22:23 UTC | BLACKBAUD INC BLKB · Entity 476 | SaleCommon Stock | 800 | $103.95 | $83,160.00 |
DisclosureSEC source: 0001209191-17-062386 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,862 Read SEC document |
| May 15, 2017 Filed May 25, 2017 20:29 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,663 | $79.82 | $132,740.66 |
DisclosureSEC source: 0001209191-17-035389 · doc4.xml · nonDerivative · entry 3 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,662 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted in 2015. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:02 UTC | BLACKBAUD INC BLKB · Entity 476 | SaleCommon Stock | 3,500 | $73.30 | $256,550.00 |
DisclosureSEC source: 0001209191-17-012771 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,164 F1 · price: This transaction was executed in multiple trades at prices ranging from $73.30 to $73.32. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 22:27 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011159 · doc4.xml · nonDerivative · entry 3 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,540 F3 · shares: On February 14, 2017, the Compensation Committee determined that PRSUs granted in 2016 would vest in three equal annual installments beginning on February 14, 2017 based on the Issuer achieving performance goals for the period ended December 31, 2016. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:24 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 15,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011598 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,664 F1 · shares: Represents a restricted stock award which vests in four equal annual installments beginning on February 14, 2018, subject to continued employment. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,416 | $70.74 | $100,167.84 |
DisclosureSEC source: 0001209191-17-011159 · doc4.xml · nonDerivative · entry 2 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,180 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of performance restricted stock units ("PRSUs") granted February 11, 2016. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:27 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,110 | $70.74 | $78,521.40 |
DisclosureSEC source: 0001209191-17-011159 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,596 F1 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted February 11, 2016. Read SEC document |
| May 16, 2016 Filed May 25, 2017 20:29 UTC | BLACKBAUD INC BLKB · Entity 476 | Tax withholdingCommon Stock | 1,185 | $59.68 | $70,720.80 |
DisclosureSEC source: 0001209191-17-035389 · doc4.xml · nonDerivative · entry 2 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,325 F2 · shares: Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of PRSUs granted in 2015. Read SEC document |
| May 14, 2016 Filed May 25, 2017 20:29 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 10,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035389 · doc4.xml · nonDerivative · entry 1 Boruff Brian · CIK 0001642307 · EVP & Pres Ent. Market Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,510 F1 · shares: On February 11, 2016, the Compensation Committee determined that performance based restricted stock units ("PRSUs") granted in 2015 would vest in three equal annual installments beginning on May 14, 2016 based on the Issuer achieving performance goals for the period ended December 31, 2015. 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.