Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vistance Networks, Inc.COMM · Entity 4717 | EVP and CFO | February 27, 2018 | March 01, 2018 |
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.
Vistance Networks, Inc.
Report date February 27, 2018 · Filed March 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,648 |
Reported balance
After 2018-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-27 · Tax withholding · Disposed 1,478 · Balance 62,648 F1: Includes (a) 5,346 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (b) 9,270 performance share units that were earned on 02/23/2017 and will vest on 02/23/2019; and (c) 8,779 restricted stock units that were granted on 02/27/2017 and will vest ratably on 02/27/2019 and 02/27/2020, each subject to the reporting person's continued employment with the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes (a) 5,346 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (b) 9,270 performance share units that were earned on 02/23/2017 and will vest on 02/23/2019; and (c) 8,779 restricted stock units that were granted on 02/27/2017 and will vest ratably on 02/27/2019 and 02/27/2020, each subject to the reporting person's continued employment with the issuer.
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 27, 2018 Filed Mar 1, 2018 16:10 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 1,478 | $39.19 | $57,922.82 |
DisclosureSEC source: 0001209191-18-014958 · doc4.xml · nonDerivative · entry 1 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,648 F1 · balance_after: Includes (a) 5,346 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (b) 9,270 performance share units that were earned on 02/23/2017 and will vest on 02/23/2019; and (c) 8,779 restricted stock units that were granted on 02/27/2017 and will vest ratably on 02/27/2019 and 02/27/2020, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 24, 2018 Filed Feb 26, 2018 16:37 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 2,351 | $38.73 | $91,054.23 |
DisclosureSEC source: 0001209191-18-013383 · doc4.xml · nonDerivative · entry 2 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,126 F1 · balance_after: Includes (a) 5,346 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (b) 9,270 performance share units that were earned on 02/23/2017 and will vest on 02/23/2019; and (c) 13,168 restricted stock units that were granted on 02/27/2017 and will vest in three equal installments on 02/27/2018, 02/27/2019 and 02/27/2020, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 16:37 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 4,393 | $38.73 | $170,140.89 |
DisclosureSEC source: 0001209191-18-013383 · doc4.xml · nonDerivative · entry 1 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,477 F1 · balance_after: Includes (a) 5,346 restricted stock units that were granted on 02/23/2016 and will vest on 02/23/2019; (b) 9,270 performance share units that were earned on 02/23/2017 and will vest on 02/23/2019; and (c) 13,168 restricted stock units that were granted on 02/27/2017 and will vest in three equal installments on 02/27/2018, 02/27/2019 and 02/27/2020, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:22 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Exercise / conversionCommon Stock (Right to Buy) · Derivative | 15,698 | $0.00 Strike: $5.57 | $0.00 |
DisclosureSEC source: 0001209191-17-017521 · doc4.xml · derivative · entry 6 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,698 shares Expires 2021-02-21 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:22 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,302 | $0.00 Strike: $5.74 | $0.00 |
DisclosureSEC source: 0001209191-17-017521 · doc4.xml · derivative · entry 5 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,141 Underlying: Common Stock · 14,302 shares Expires 2021-01-26 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:22 UTC | Vistance Networks, Inc. COMM · Entity 4717 | SaleCommon Stock | 2,700 | $39.46 | $106,536.87 |
DisclosureSEC source: 0001209191-17-017521 · doc4.xml · nonDerivative · entry 4 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,870 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. F4 · price: The price shown is the weighted average prices of the shares sold in this transaction. The price range for this transaction is $39.37 to $39.67. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price for this transaction. F2 · balance_after: As previously reported, includes (a) 13,168 restricted stock units that were granted on 02/27/2017 and will vest in three equal installments on 02/27/2018, 02/27/2019, and 02/27/2020; (b) 10,692 restricted stock units that were granted on 02/23/2016 and will vest ratably on 02/23/2018 and 02/23/2019; (c) 3,613 restricted stock units that were granted on 02/24/2015 and will vest on 02/24/2018; (d) 18,540 performance share units that were earned on 02/23/2017 and will vest ratably on 02/23/2018 and 02/23/2019; and (e) 4,233 performance share units that were earned on 02/24/2017 and will vest on 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:22 UTC | Vistance Networks, Inc. COMM · Entity 4717 | SaleCommon Stock | 27,300 | $39.00 | $1,064,577.15 |
DisclosureSEC source: 0001209191-17-017521 · doc4.xml · nonDerivative · entry 3 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,570 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. F3 · price: The price shown is the weighted average prices of the shares sold in this transaction. The price range for this transaction is $38.34 to $39.33. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price for this transaction. F2 · balance_after: As previously reported, includes (a) 13,168 restricted stock units that were granted on 02/27/2017 and will vest in three equal installments on 02/27/2018, 02/27/2019, and 02/27/2020; (b) 10,692 restricted stock units that were granted on 02/23/2016 and will vest ratably on 02/23/2018 and 02/23/2019; (c) 3,613 restricted stock units that were granted on 02/24/2015 and will vest on 02/24/2018; (d) 18,540 performance share units that were earned on 02/23/2017 and will vest ratably on 02/23/2018 and 02/23/2019; and (e) 4,233 performance share units that were earned on 02/24/2017 and will vest on 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:22 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Exercise / conversionCommon Stock | 15,698 | $5.57 | $87,437.86 |
DisclosureSEC source: 0001209191-17-017521 · doc4.xml · nonDerivative · entry 2 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,870 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. F2 · balance_after: As previously reported, includes (a) 13,168 restricted stock units that were granted on 02/27/2017 and will vest in three equal installments on 02/27/2018, 02/27/2019, and 02/27/2020; (b) 10,692 restricted stock units that were granted on 02/23/2016 and will vest ratably on 02/23/2018 and 02/23/2019; (c) 3,613 restricted stock units that were granted on 02/24/2015 and will vest on 02/24/2018; (d) 18,540 performance share units that were earned on 02/23/2017 and will vest ratably on 02/23/2018 and 02/23/2019; and (e) 4,233 performance share units that were earned on 02/24/2017 and will vest on 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:22 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Exercise / conversionCommon Stock | 14,302 | $5.74 | $82,093.48 |
DisclosureSEC source: 0001209191-17-017521 · doc4.xml · nonDerivative · entry 1 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,172 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. F2 · balance_after: As previously reported, includes (a) 13,168 restricted stock units that were granted on 02/27/2017 and will vest in three equal installments on 02/27/2018, 02/27/2019, and 02/27/2020; (b) 10,692 restricted stock units that were granted on 02/23/2016 and will vest ratably on 02/23/2018 and 02/23/2019; (c) 3,613 restricted stock units that were granted on 02/24/2015 and will vest on 02/24/2018; (d) 18,540 performance share units that were earned on 02/23/2017 and will vest ratably on 02/23/2018 and 02/23/2019; and (e) 4,233 performance share units that were earned on 02/24/2017 and will vest on 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 16:45 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantStock Option (Right to Buy) · Derivative | 31,826 | $0.00 Strike: $37.97 | $0.00 |
DisclosureSEC source: 0001209191-17-015929 · doc4.xml · derivative · entry 2 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,826 Underlying: Common Stock · 31,826 shares Expires 2027-02-27 F3 · derivative.exercise_date: The option vests in three equal installments on 02/27/2018, 02/27/2019 and 02/27/2020, subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 16:45 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 13,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015929 · doc4.xml · nonDerivative · entry 1 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,870 F1 · acquired: Reflects restricted stock units that vest in three equal installments on 02/27/2018, 02/27/2019 and 02/27/2020, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 10,692 restricted stock units that were granted on 02/23/2016 and will vest ratably on 02/23/2018 and 02/23/2019; (b) 3,613 restricted stock units that were granted on 02/24/2015 and will vest on 02/24/2018; (c) 18,540 performance share units that were earned on 02/23/2017 and will vest ratably on 02/23/2018 and 02/23/2019; and (d) 4,233 performance share units that were earned on 02/24/2017 and will vest on 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 16:13 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 3,742 | $37.32 | $139,651.44 |
DisclosureSEC source: 0001209191-17-014718 · doc4.xml · nonDerivative · entry 4 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,702 F3 · balance_after: Includes (a) 10,692 restricted stock units that were granted on 02/23/2016 and will vest ratably on 02/23/2018 and 02/23/2019; (b) 3,613 restricted stock units that were granted on 02/24/2015 and will vest on 02/24/2018; (c) 18,540 performance share units that were earned on 02/23/2017 and will vest ratably on 02/23/2018 and 02/23/2019; and (d) 4,233 performance share units that were earned on 02/24/2017 and will vest on 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 16:13 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 8,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014718 · doc4.xml · nonDerivative · entry 3 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,444 F2 · acquired: On February 24, 2015, the reporting person was granted 10,837 performance share units, which number could be increased or decreased based upon the Company's satisfaction of certain performance criteria during the applicable performance period. The performance criteria were met at a level between threshold and target, resulting in a total of 8,464 performance share units earned. 4,231 performance share units vested on the date shown, and the balance of 4,233 performance share units will vest on 02/24/2018, subject to the reporting person's continued employment with the issuer. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 16:13 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 2,341 | $37.72 | $88,302.52 |
DisclosureSEC source: 0001209191-17-014718 · doc4.xml · nonDerivative · entry 2 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,980 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 16:13 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 18,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014718 · doc4.xml · nonDerivative · entry 1 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,321 F1 · acquired: On February 23, 2016, the reporting person was granted 16,038 performance share units, which number could be increased or decreased based upon the Company's satisfaction of certain performance criteria during the applicable performance period. The performance criteria were exceeded, resulting in a total of 18,540 performance share units earned. The performance share units will vest ratably on 02/23/2018 and 02/23/2019, subject to the reporting person's continued employment with the issuer. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 16:33 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $5.57 | $0.00 |
DisclosureSEC source: 0001209191-17-000941 · doc4.xml · derivative · entry 3 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,698 Underlying: Common Stock · 30,000 shares Expires 2021-02-21 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 16:33 UTC | Vistance Networks, Inc. COMM · Entity 4717 | SaleCommon Stock | 30,000 | $37.09 | $1,112,607.00 |
DisclosureSEC source: 0001209191-17-000941 · doc4.xml · nonDerivative · entry 2 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,781 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. F3 · price: The price shown is the weighted average price of the shares sold in this transaction. The price range for this transaction is $36.91 to $37.595. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price for this transaction. F2 · balance_after: As previously reported, includes (a) 16,038 restricted stock units that were granted on 02/23/2016 and will vest in three equal installments on 02/23/2017, 02/23/2018, and 02/23/2019; and (b) 7,225 restricted stock units that were granted on 02/24/2015 and will vest ratably on 02/24/2017 and 02/24/2018, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 16:33 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Exercise / conversionCommon Stock | 30,000 | $5.57 | $167,100.00 |
DisclosureSEC source: 0001209191-17-000941 · doc4.xml · nonDerivative · entry 1 OLSON MARK A · CIK 0001189817 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,781 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 28, 2016. F2 · balance_after: As previously reported, includes (a) 16,038 restricted stock units that were granted on 02/23/2016 and will vest in three equal installments on 02/23/2017, 02/23/2018, and 02/23/2019; and (b) 7,225 restricted stock units that were granted on 02/24/2015 and will vest ratably on 02/24/2017 and 02/24/2018, each subject to the reporting person's continued employment with the issuer. 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.