Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Urgent.ly Inc.ULY · Entity 50975 | Director | June 26, 2024 | June 28, 2024 |
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.
Urgent.ly Inc.
Report date June 26, 2024 · Filed June 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,484 |
Reported balance
After 2024-06-26 transaction · row 1
1 source rowRow 1 · 2024-06-26 · Grant · Acquired 77,320 · Balance 91,484 F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 26, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 178,889 |
Reported balance
Holding disclosure · report date 2024-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 178,889 F2: The shares are held of record by the Andrew M and Jane S Geisse 2000 Trust for which the reporting person serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 26, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders.
F2: The shares are held of record by the Andrew M and Jane S Geisse 2000 Trust for which the reporting person serves as trustee.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date December 31, 2014 · Filed January 05, 2015
Section 16 reporting ended · disclosed 2015-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 70,078.0481 |
Reported balance
After 2014-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2014-12-31 · Grant · Acquired 617.4456 · Balance 70,078.0481 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,656.6108 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,656.6108 |
| Common StockSEC Table I · non-derivative | Direct | 64,764 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 64,764 |
| Common StockSEC Table I · non-derivative | IndirectBy Joint Trust | 18,082 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 18,082 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
BROADSOFT, INC.
Report date February 01, 2018 · Filed February 05, 2018
Section 16 reporting ended · disclosed 2018-02-05. 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 2018-02-01 transaction · row 1
1 source rowRow 1 · 2018-02-01 · Disposition to issuer · Disposed 11,689 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger.
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 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 13,990.7382 | $34.79 | $486,737.78 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · nonDerivative · entry 4 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 48,760.0623 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 5,366.1618 | $34.79 | $186,688.77 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · nonDerivative · entry 3 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 62,750.8005 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 19,356.9 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 68,116.9623 F2 · kind: Distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,065.324 | $34.79 | $37,062.62 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 48,760.0623 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 31, 2013 Filed Feb 15, 2013 21:03 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 5,331.9385 | $34.79 | $185,498.14 |
DisclosureSEC source: 0001127602-13-006355 · form4a.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 62,785.0238 F3 · kind: Mandatory tax withholding on distribution of performance shares. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 15, 2013 21:03 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 14,024.9615 | $34.79 | $487,928.41 |
DisclosureSEC source: 0001127602-13-006355 · form4a.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 48,760.0623 F1 · kind: Represents performance shares distributed in cash, after taxes. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 8,374 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003191 · form4.xml · derivative · entry 6 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,374 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. F2 · derivative.exercise_date: Units vest 1/2 on 1/28/2013 and 1/2 on 1/28/2014. F2 · derivative.expiration_date: Units vest 1/2 on 1/28/2013 and 1/2 on 1/28/2014. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,094 | $34.13 | $71,468.22 |
DisclosureSEC source: 0001127602-13-003191 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,204 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 8,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003191 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,298 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 |
| December 31, 2012 Filed Jan 3, 2013 21:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 504.3014 | $33.71 | $17,000.00 |
DisclosureSEC source: 0001127602-13-000759 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 47,694.7383 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| November 30, 2012 Filed Dec 4, 2012 19:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 498.0956 | $34.13 | $17,000.00 |
DisclosureSEC source: 0001127602-12-032689 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 47,190.4369 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| October 31, 2012 Filed Nov 2, 2012 20:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,071.7849 | $34.59 | $37,073.04 |
DisclosureSEC source: 0001127602-12-029630 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 46,692.3413 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| September 28, 2012 Filed Oct 2, 2012 21:03 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 421.6873 | $37.70 | $15,897.61 |
DisclosureSEC source: 0001127602-12-027934 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 45,620.5564 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| August 31, 2012 Filed Sep 5, 2012 19:48 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 425.7642 | $36.64 | $15,600.00 |
DisclosureSEC source: 0001127602-12-025754 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 45,198.8691 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| July 31, 2012 Filed Aug 2, 2012 21:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 920.2335 | $37.92 | $34,895.25 |
DisclosureSEC source: 0001127602-12-023633 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 44,773.1049 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| June 29, 2012 Filed Jul 3, 2012 19:03 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 437.465 | $35.66 | $15,600.00 |
DisclosureSEC source: 0001127602-12-021475 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 43,852.8714 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 31, 2012 Filed Jun 1, 2012 19:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 456.5408 | $34.17 | $15,600.00 |
DisclosureSEC source: 0001127602-12-018825 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 43,415.4064 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 21, 2012 Filed May 23, 2012 14:55 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SSP · Derivative | 1,334 | $0.00 Strike: $33.15 | $0.00 |
DisclosureSEC source: 0001127602-12-017879 · form4.xml · derivative · entry 6 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,334 shares Expires 2012-06-01 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 |
| May 21, 2012 Filed May 23, 2012 14:55 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,322 | $33.66 | $44,498.52 |
DisclosureSEC source: 0001127602-12-017879 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,924 Read SEC document |
| May 21, 2012 Filed May 23, 2012 14:55 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,334 | $33.15 | $44,222.10 |
DisclosureSEC source: 0001127602-12-017879 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,246 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 |
| April 30, 2012 Filed May 2, 2012 21:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,034.54 | $32.91 | $34,046.71 |
DisclosureSEC source: 0001127602-12-015586 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 42,958.8656 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 30, 2012 Filed Apr 3, 2012 19:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 499.5196 | $31.23 | $15,600.00 |
DisclosureSEC source: 0001127602-12-012824 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 41,924.3256 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 12, 2012 Filed Mar 14, 2012 20:00 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,353.1282 | $31.44 | $105,422.35 |
DisclosureSEC source: 0001127602-12-010642 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 41,424.806 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 6,221 shares owned indirectly in benefit plan to direct ownership due to distribution. Read SEC document |
| February 29, 2012 Filed Mar 2, 2012 17:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 14,203.2298 | $30.59 | $434,476.80 |
DisclosureSEC source: 0001127602-12-009152 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 50,998.9342 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 13, 2012 Filed Feb 22, 2012 22:29 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2012) · Derivative | 123 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-007442 · form4.xml · derivative · entry 7 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,395 Underlying: Common Stock · 123 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. F2 · derivative.exercise_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 13, 2012 Filed Feb 22, 2012 22:29 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2012) · Derivative | 5,518 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-007442 · form4.xml · derivative · entry 6 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,518 Underlying: Common Stock · 5,518 shares Expires not disclosed F2 · derivative.exercise_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 13, 2012 Filed Feb 22, 2012 22:29 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 123 | $30.02 | $3,692.46 |
DisclosureSEC source: 0001127602-12-007442 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,691 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. Read SEC document |
| February 13, 2012 Filed Feb 22, 2012 22:29 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 123 | $30.02 | $3,692.46 |
DisclosureSEC source: 0001127602-12-007442 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Sr Exec VP ATT Bus & Home Sol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,814 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.